About Us

We are a privately owned independent pension scheme management and investment advisory business offering investment and pension management advice, taking care of the futures of over 40,000 of our clients’ employees across a broad range of businesses, large and small.

We help companies and their trustees to manage investments and pensions more effectively saving our clients time, effort and ultimately cost. We have become a full-time pensions resource, managing and offering advice on all aspects of your scheme, be it a defined benefit pension scheme or a defined contribution pension scheme. Our knowledge of the intricacies of pensions and investments coupled with our independence is something that few firms can rival.

Because we are independent and we take a holistic approach, our clients are assured that their employees’ interests are front and centre when we are designing and managing their retirement savings solutions. We are well known for delivering innovative solutions in the pensions space, representing no one but your employees’ and your company’s interests regardless of your business size or sector.

Our Mission

To deliver better retirement savings solutions outcomes for people, while helping companies manage the complexity, costs and risks associated with pensions.

Our Values

We are responsible for over €2 billion in client funds, assuring the futures of over 40,000 workers and providing pension scheme & investment management services to more than 1 in 10 of all the private sector employees in the Irish DC pensions market.

Because we are completely independent of product providers, we can be impartial in our advice. We do not sell products or earn commissions.


We deliver the best data analytics, financial modelling, portfolio construction, investment oversight, individual guidance and advice and communications services.

We offer a flexible business model to fit with whatever business challenges your company is facing on pensions.

Our People

Our company comprises a group of highly experienced financial services professionals in the areas of pensions and investment management and related disciplines including scheme governance and communications. This enables us to bring diversity, depth and genuine innovation across retirement planning strategies.

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