My Pension Expert has announced a new partnership with wealth management firm LGT Vestra.
The collaboration promises to enhance My Pension Expert’s offering, by granting its clients who have chosen to use their investment service access to LGT Vestra’s exceptional portfolio management services.
The Doncaster-based retirement adviser will receive a discretionary fund management service from LGT Vestra.
Client funds will be managed using LGT Vestra’s core model portfolio service, which comprises five diversified portfolios and an income strategy. It promises to meet a range of objectives and risk portfolios, making it suitable to be adopted by clients with varying risk appetites and retirement goals.
My Pension Expert’s clients will also have access to LGT Vestra’s Sustainable Model Portfolio Service which incorporates Environmental, Social and Governance (ESG) funds, should a sustainable approach to investment be a key criteria.
My Pension Expert’s clients will receive comprehensive reporting to track the progress of their investments, which includes monthly factsheets and reports, as well as quarterly commentary. LGT Vestra and My Pension Expert also hold monthly phone calls to discuss portfolio changes and how these could impact clients.
Clients’ portfolio progress will also be regularly reviewed by My Pension Expert’s team of advisers to ensure that investments are on track with individual retirement strategies.
The partnership reinforces My Pension Expert’s dedication to granting UK adults access to quality financial advice and portfolio management to help them achieve a financially secure retirement.
Andrew Megson, executive chairman of My Pension Expert said “Investments have the potential to transform an individual’s retirement outcome, however they inevitably come with an element of risk. As such, it is vital to ensure that investment portfolios are carefully managed.
“This is exactly why My Pension Expert has partnered with LGT Vestra. The combination of our expertadvice and their thorough and transparent portfolio service, we hope to provide our clients with the confidence to embark on an investment journey and achieve the best possible retirement outcome.”
Tony Allan, Head of Business Development at LGT Vestra, added “We’re delighted to partner with MyPension Expert, providing our investment expertise through access to our model portfolio service. The range of portfolios have a long-standing track record and are managed within set risk and return targets. This empowers clients, along with their Financial Adviser, to determine which portfolio is best suited to them, ensuring it fits with the framework of their broader financial plan. We look forward to strengthening our relationship with My Pension Expert as their service offering continues to grow.”
