LCP Investment Summary March 2024
Publications
Global equity markets rose 3.3% (in local currency terms) in March, with longer-dated AAA Eurozone government bond prices rising (and yields falling).
Annuity prices increased over the month (all annuity rates are 5-year guaranteed and single life).
The funding level of our sample DB scheme increased over March as its assets increased by more than its liabilities.
Our three DC strategies posted positive returns over the month.
The full March Summary can be downloaded below:
Fiduciary management is a hot topic, and has been a focus of the recent CMA review. We ensure that clients fully understand the pros and cons, and help them to put in place the right arrangements for their needs.
In an increasingly complex investment market we focus exclusively on the needs of our clients. We keep abreast of the entire range of investment choices and access options and simply deliver good value best in class advice.
Getting the investment strategy right is the most important task to help ensure good outcomes.
Our intuitive, real-time pensions technology allows you to see the information you need when you need it, helping you to make decisions.
We help you focus on the areas of most significance, monitoring performance against the benchmark, funding level and manager contribution. This information can enable you to see what decisions have worked and why.
