Workplace Pensions

Our Investment Management Solutions for Workplace Pensions

What Auto-Enrolment Means For You 

With business owners now being penalised for not having a workplace pension scheme in place, The Pensions Regulator (TPR) has been back on the road to ensure employers are complying with their pension obligations, in that qualifying staff are being given the workplace pension they are entitled to. Confusion between employers and advisers in relation to auto-enrolment is no excuse.

 

How We Can Help You 

TAM has partnered with key pension trustees and dedicated auto-enrolment administrators to help employers navigate workplace pensions, by providing you with a complete investment solution that can be implemented in a few simple steps. These solutions will give you access to TAM’s professional investment management across a spectrum of three portfolios encompassing mainstream, ethical or Sharia investments options.

 

The Portfolios And Performance 

Our workplace pensions clients benefit from full portfolio transparency, in-depth delivery and reporting no matter what size the investment. Our mainstream and ethical workplace pension clients also benefit from portfolios with a proven 3 year track record that have outperformed their benchmarks by up to 15% since inception.

 


 

This default mainstream balanced portfolio comprises of investment vehicles including unit trusts, mutual funds and exchange traded funds (ETFs), whose managers aim to outperform their respective markets. Asset classes you could find in this portfolio are government bonds, corporate bonds, alternatives and cash. Absolute return, property and commodities may all feature within the alternatives classification. Mainstream Balanced seeks to generate capital growth over the medium to longer term, with the aim of riding out short term fluctuations in value. The portfolio will have a balanced approach to equity exposure, typically comprising of 50% equity and 50% non-equity, though weightings may deviate within set parameters, allowing managers to react to market conditions. cover


 

This optional ethical balanced portfolio comprises of socially responsible investment vehicles including unit trusts, mutual funds and exchange traded funds (ETFs), whose managers aim to outperform their respective markets. Asset classes you could find in this portfolio are government bonds, corporate bonds, alternatives and cash. Absolute return, property and commodities may all feature within the alternatives classification. Ethical Balanced seeks to generate capital growth over the medium to longer term, with the aim of riding out short term fluctuations in value. The portfolio has a balanced approach to equity exposure, typically comprising of 50% equity and 50% non-equity, though weightings may deviate within set parameters, allowing managers to react to market conditions. cover


 

This optional Sharia balanced portfolio comprises of Sharia-compliant investment vehicles including unit trusts, mutual funds and exchange traded funds (ETFs), whose managers aim to outperform their respective markets. Asset classes you could find in this portfolio are government bonds, corporate bonds, alternatives and cash. Absolute return, property and commodities may all feature within the alternatives classification. Sharia Balanced seeks to generate capital growth over the medium to longer term, with the aim of riding out short term fluctuations in value. The portfolio has a balanced approach to equity exposure, typically comprising of 50% equity and 50% non-equity, though weightings may deviate within set parameters, allowing managers to react to market conditions. cover

 

 

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