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CP
Asset Manager

Updated:

C-Suite Pension Strategies

C-Suite Pension Strategies Ltd provides analysis on bulk transfers and pension risk transfer. The firm's Finance Director critiques risk transfers and leads...

Overview

C-Suite Pension Strategies Ltd provides analysis on bulk transfers and pension risk transfer. The firm's Finance Director critiques risk transfers and leads team initiatives. William McGrath has spoken on these topics at the Mercer Risk Transfer Conference.

General information

Firm type

Asset Manager

Principals

William McGrath

TC Jefferson

Pauline Keeling

Frequently asked questions

Does C-Suite Pension Strategies manage assets or provide only advisory services?

The firm’s website frames its offering as helping trustees 'define a new journey plan' for their pension scheme. No asset management capabilities, pooled funds, or discretionary mandates are mentioned, which positions the firm as a pure strategic advisor rather than a fiduciary manager.

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