Benefit from exactly the right approach

Your pension scheme is unique. That’s why we don’t do ‘off the peg’.

Everything we do is designed to fit your specific requirement.

Not only are we known to be a safe a pair of hands for the smaller UK defined benefit and hybrid pension schemes, our niche is helping those with £5-500m in assets under management and up to 1000 members or thereabouts, achieve their goals. It’s a skill we’ve mastered over the past 39 years. It's what we know. It's what we do.


Choose us to:

Develop solutions that will suit your specific needs

  • Help you build your long-term end game strategy
  • Build in flexibility to adapt to changing market conditions and opportunities
  • All within a fee structure that’s fair and free from nasty surprises.

Why choose us?

A highly experienced adviser and administrator, specialising in providing a bespoke service to small-medium UK defined benefit and hybrid pension trusts:

  • Independent:  We are privately owned by our employees and offer a unique no-sale contractual guarantee. This allows us to create unsurpassed stability and certainty for our clients and our people.
  • Focused:  A partner who gets the nuances of the size of your scheme. We already work with over 160 small to medium sized defined benefit and hybrid pension trusts to help them achieve their goals.
  • Institutional quality:  Strategic partnerships mean you’ll get institutional scale and quality solutions even if your pension is on the smaller side. This includes investment platforms that give institutional fees even for relatively small investments; and the PFaroe platform that provides industry-leading modelling capabilities.

Where your pension meets our pioneering spirit...

Discover more reasons why Cartwright is the perfect fit for your pension trust >>


Go to the Cartwright enquiry formSend us a message

Read moreFind out more about our people and our company

Cartwright Latest Article: 2024 CMI Mortality Projection Model

Meet our team

Sam Roberts, Investment Director

Sam Roberts: Find out what keeps our Investment Director busy and meet some of the other members of the Cartwright team

Clare 0'Sullivan', Head of Pensions Administration

Clare O'Sullivan: Meet our Head of Pensions Administration, find out more about Clare and other members of the Cartwright team

Robin Pearce, Operations Director

Robin Pearce: Find out how our Operations Director keeps busy and other members of the Cartwright team

Tom Hawthorn, Head of Platform and Fund Research

Tom Hawthorn: Tom has been advising on investment strategy for more than 20 years, find out more about Tom and other members of the Cartwright team

"Thanks for your hard work: we were very impressed with what you achieved in such a short time."


Recent feedback from a Trustee

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Find out what else people are saying about Cartwright

Call now on 01252 894883 to speak to a member of our team or use the form below to send an enquiry.

Send a message

To discuss your specific requirements with a member of our team, please start by sending us a brief message or, if your enquiry is more urgent, call our Head Office on 01252 894883

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