148 Edmund St, Birmingham B3 2JR


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Winner of Best Investment Strategy
22nd September, 2016

Weetabix Group Pension Scheme. Through our professional trusteeship business we chair the trustee board. After 18 months of negotiation with the sponsoring employer, the trustees have implemented a cash driven investment strategy and achieved certainty as to the funding level for the next 20 years – an industry first. The Scheme was awarded the Best Investment Strategy Award and Defined Benefit Plan of the Year (asset value up to £500million) at the Pensions Age 2016 Awards.

If you would like to discuss how we can help your pension plan, please contact us.