Our company:Your pension meets our pioneering spirit

How our ethos and culture help to create the perfect fit for your pension trust

First and foremost we’re a people-focused business. With both our clients and our staff.

There are always faces behind the business. It’s something we never forget.

We trust in our people and their expertise. We know our clients too because we focus on quality over quantity. And, being privately owned means we’re not accountable to anyone else but our clients.

Why choose us

Your small to medium sized pension trust is our niche. We’re specialists in getting results for those with a smaller amount of assets – £5-500m in assets under management.
Working with schemes of up to 1,000 members, or thereabouts, we make sure we provide a highly informative, sensitive, and supportive service to each and every member of the scheme.
We’ve been doing the same thing for over 35 years and work with over 150 clients with pension trusts like yours. We’ve helped them get the results they need with the assets they have available.
We’re employee-owned which means we have an extra level of care than those working in behemoth organisations.
We’re fiercely independent. So we’re unbiased and unhindered by external influences or relationships - free to make exactly the right decisions that work for you.
We’re free from any ‘house view’ within any discipline; so you’ll get truly bespoke solutions to fit your unique needs.
A long standing strategy of resourcing ahead of demand means Cartwright is always ready to take on new appointments at short notice.
Vast experience allows Cartwright to take clients to buyout with maximum efficiency and minimum fuss; our investment team is a ‘go to’ adviser in this field for small to medium sized schemes.
Systems and tech configured to meet your need. We’ve invested in high performance, best-in-class systems so we have the tech and the in-house resource to set things up exactly as you need them.

What you’ll get if you do

You’ll get a smooth transition if you choose to switch to us – we’ve been doing it for decades. You will get the analysis and reasoning to persuade your internal stakeholders, and we cover all the paper work and project management from start to finish.
You won’t then lose your ‘perfect fit’ with us once you do. We care about our clients so we won’t sell out: a contractual guarantee that the company will not be sold ensures this.
You’ll get flexibility and efficiency from the off. We’re perfectly formed in terms of structure, size and ethos to ensure optimum service.
You’ll get a highly responsive service across all disciplines in terms of both communications and turnaround times; our track record and client testimonials are our proof.
You will get truly tailored, unbiased advice from staff you recognise and who know their stuff.

We expect the unexpected so you don’t have to

We turn things around quickly because we resource ahead of demand. It means our teams can take on new clients as well as respond to industry changes as a matter of course. We’re small but mighty. We routinely turn around actuarial valuations in 4-6 weeks.

"Cartwright just get on with it without making things unnecessarily complex"

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