Pension Fund Management

The emphasis for retirement provision is increasingly being placed upon the individual and the need to make informed investment decisions is more important than ever. To this end, we strongly recommend that independent pension advice be sought.

An extension to our portfolio management services is the EFG Harris Allday pension management service. This is designed to reflect each client's circumstances and objectives, taking into account each individual's total investment portfolio. We do not advise on pension products, but manage funds held within pension portfolios and presently act on behalf of numerous company pension funds, as well as individual SSASs and a growing number of SIPPs and draw down portfolios.

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