Corporate Pension Schemes

Corporate pension schemes

We have the experience of successful asset allocating and investing the funds of multi-billion-pound pension portfolios for large private and quasi-government organisations.

What are corporate pension schemes?

A corporate pension scheme is a workplace pension set up by your employer. The scheme is run by trustees on your employer’s behalf. Your account is held separately from your employer’s business.

Why choose an MVAM corporate pension scheme?

Our managers have experience of running multi-billion balanced portfolios successfully.

Your pension will be run to match each individual risk and wealth profile. No pooling of funds. No double fees. Just straight stock share and bond holdings.

Risks

  • The value of investments held can fall as well as rise and are not guaranteed. You may get less back than the amount invested which may affect the value of the income you receive in retirement.
  • Tax benefits mentioned are subject to change.
  • Pensions are complex and professional advice should be sought before action is taken.

How it works

  1. Choose what matters to you – choose whether you want income or growth from your MVAM portfolio and select an account type: a tax-free Stocks and Shares ISA, flexible General Investment Account, SIPP/SSAS or Corporate Pension.
  1. Answer a few questions – complete our questionnaire about your investment aims, how much you want to invest, and the amount of risk you’re comfortable with. We then get to work building a low-cost investment portfolio to suit your risk level.
  1. We match you to a portfolio – the portfolio we’ll suggest is designed to maximise returns for your risk level. Once you’re invested, we do the rest: managing your portfolio and fine-tuning its investments to keep you on track.

Portfolios you may be interested in

Yorkshire T20 Portfolio

The Yorkshire T20 Portfolio WILL ONLY invest in listed companies which are based in Yorkshire, in line with our firm commitment to local community-based asset management.

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Premium Dividend Portfolio

The Premium Dividend portfolio will invest in 25 companies in the UK and Europe that will give you a steady and growing stream of income. The companies we invest in will demonstrate an ability to pay a consistent, growing dividend throughout the business cycle.

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AIM Inheritance Tax Portfolio

To reduce your IHT liability we invest in companies listed on the UK’s Alternative Investment Market (AIM) that qualify for Business Property Relief. Investments in such companies held for at least two years are potentially IHT tax-free under current legislation.

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