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What does Total Portfolio Approach mean and can my pension adopt it?

Roger Urwin has been around longer than me, and I’ve been looking at and learning from his work for at least a quarter of a century. He’s still sharing his thinking (sophisticated as it is) with those who have time to think about Total Portfolio Approach (TPA)

I suspect that we will end up contracting out the investment of Pensions Mutual collective pension (CDC) and so Roger’s thinking is for someone else but if they can play back to us his thinking, I suspect that I’ll be a lot wiser and more confident of what they’re up to!

Thanks Roger – I’m making this available to my investment friends!

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