Pension Investments
Pensions are the corner stone of your future financial planning, whether they are personal pension plans or corporate occupational pension funds it is vital to their success that they are managed efficiently and effectively.
Many individual investors do not have the time to run a successful SIPP account. At Montague Capital individual portfolios are tailored specifically to the investor's requirements and managed using our disciplined investment process by a qualified investment manager.
We currently manage client´s pensions through a number of SIPP providers such as;
- Merchant Investors
- Hornbuckle Mitchell
- MC Trustees
- Suffolk Life
- Barnett Waddingham
- Canada Life
- Landin Wilcox & Co
- Michael Haywood & Co
- Langard Lifford Hall
- Baker Tilly
- Rowanmoor Pensions
- Montpelier Pensions Administrators
- Pal Partners
- Pointon York
and there is no additional cost to moving any existing accounts.
We also manage occupational pension funds for both large and small corporations. These corporations may impose any investment parameters on the risk profile of the portfolio, as is appropriate to the schemes liabilities.
Each client is assigned a dedicated investment manager and will be provided with monthly portfolio valuations combined with daily, online valuations, allowing accurate up to the minute information.
If you have any questions about any aspect of investment management or any of our services please contact us
