Services for pension schemes

Professional trustee services

Independent investment advisory support

Sustainability solutions through our ESG sub-brand, Holtara

Custodian and provider benchmarking

Operational reviews

One strategic partner. Multiple solutions.

Pension schemes face increasing complexity across governance, investments, regulation, and member outcomes. Managing these challenges often requires multiple advisers and service providers, placing greater demands on trustee boards and scheme executives.

We provide access to specialist expertise across pension governance, investment advisory, operational effectiveness, sustainability, and provider oversight. Whether you require support in a single area or across multiple functions, we help schemes make better-informed decisions, strengthen oversight, and operate more effectively.

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ESG and sustainability services Custodian monitoring services Escrow Pension scheme trustee

We can support you with:

Professional trustee services
Independent investment advisory support
Sustainability solutions through our ESG sub-brand, Holtara
Custodian and provider benchmarking
Operational reviews

Key benefits

Access specialist expertise across the pension lifecycle
Strengthen governance and oversight through independent advice and specialist support
Gain independent insights into the performance and quality of key service providers, including custodians and investment managers
Improve operational efficiency through a combination of expertise, technology, and market insight

Stay informed with Apex Group

If you would like to get in touch, please complete our enquiry form and a member of our team will get back to you.