Rebalancing methodologies and the recent pension crisis
Some of the blame was laid at the door of Lifestyling methodologies, in particular their rebalancing polices and whether more could have been done to protect members.
Dean Wetton Advisory is an independent boutique investment consultancy
We provide tailor-made, practical investment advice to Defined Benefit and Defined Contribution pension schemes, insurers, charities and asset managers.
Our experienced team supports our clients through our in-depth understanding of risk and return and our proven ability to build governance capacity. In doing so, we help our clients build wealth for their members. We are experts in fund manager evaluation and selection and provide trusted insights to the pensions industry through our proprietary research, ESG and TCFD consulting and our specialist reporting services.
Value for Members (VFM) Requirements
We assess your scheme for Value for Member compliance. We deliver this as a complete assessment of your scheme and compare your scheme against other options in the market.
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