People inBusiness forPeople
Your Pension& InvestmentPartners…………………………………………………………………………Invesco is the leading Irish owned firmof independent pension ...
Our people,                                                                                         *                     ...
…………………………………..                                               Independent Invesco                                         ...
*Des McGarry                                                                                                              ...
Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management ...
Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management ...
Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management ...
Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management ...
International     Alliances     …………………………………………………………………………     Through our membership of the     International Benefits ...
…………………………………..If you would like to discuss your financial or pensionrequirements please contact your local Invesco office...
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Invesco Brochure 16

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Invesco Brochure

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Invesco Brochure 16

  1. 1. People inBusiness forPeople
  2. 2. Your Pension& InvestmentPartners…………………………………………………………………………Invesco is the leading Irish owned firmof independent pension and investmentconsultants. Central to the success ofInvesco is people: the people who work forus and the people we work for. We all sharea common purpose - to create, manage andprotect benefits and personal prosperity.…………………………………………………………………………
  3. 3. Our people, * …………………… …………………………………..................................................................... …………………………………..................................................................... Our People make the difference our knowledge, our technology, our experience, all recognise the From Corporate to Private Client essential truth: The growth ethos is deeply ingrained in all aspects of our operations. The Invesco Employee Benefits Practice provides comprehensive employee our clients are our priority. benefits, administration and advisory services to an impressive client portfolio of multinational and indigenous Irish companies. Through the Invesco Wealth Management Practice, advice is provided in all aspects of personal financial planning.3 4
  4. 4. ………………………………….. Independent Invesco Independence is a significant asset. Invesco follows no agenda imposed by external influences, but instead looks to its own resources to deliver what is now the largest independent pension and investment consultancy in the country. Here at Invesco, you meet the people who matter, the people who manage your pensions and provide impartial far-seeing advice in order to provide you with the finest tailored pension and investment programmes. ………………………………….. Independent Insights The Invesco Board of Directors and team of consultants operate a distinctly hands-on approach, involving themselves directly and bringing to bear their unique skill sets and wide range of expertise. This close involvement means Invesco is geared to react quickly to market opportunities, while our deeper understanding of our clients’ needs means we can adopt a flexible results-oriented approach. Underpinning our approach is a clear focus on the people who are our clients, as we collaborate with them to prioritise their interests and thereby ensure tangible outcomes and results. ………………………………….. Independent Advice Invesco believes that excellence doesn’t come naturally or easily. Excellence demands commitment and dedication. We continuously seek new ways and improved methodologies to deliver a first class service for our clients. At the same time, we invite our clients into a partnership of understanding built on trust, service and reliability. The high degree of client interaction and an effective administration process allows Invesco to successfully ‘demystify’ the often bewildering world of pensions, investment and financial consultancy.…….. * Where People Matter ………………………………….. ……………………… ……………………… …………….. 5 6
  5. 5. *Des McGarry *Miceal Gunning Managing Director Director Des is Managing Director and co-founded Miceal has been with Invesco since Invesco in 1991. Des has over 25 years 2000 and has over 14 years experience in the Pension and Investment industry. experience in Employee Benefits and is Prior to joining Invesco Miceal worked responsible for the overall management with Norwich Union, Ulster Bank and and financial operations of Invesco. Bank of Ireland. *Andy Kelly *Frank Downey Director/Head of Wealth Director/Head of Actuarial Management Advisor y Ser vice Frank joined Invesco in April 2005. He has Andy joined Invesco in 1997 and has over 25 years experience in the Actuarial 25 years experience in the Pension and and Employee Benefits fields and has Investment industry having worked with served on the Council and a number of New Ireland Assurance for 7 years and Committees of the Society of Actuaries Norwich Union for 9 years. in Ireland. Frank previously worked with Buck Heissmann Consultants and Irish Life. He holds a BA in Economics from Trinity College, Dublin and qualified as an actuary in 1987. *Brian McGarry *Paddy Swan Director Director/Investment Division Brian joined Invesco in 1996 having Paddy graduated with a BA Honors spent 8 years as a Pensions Consultant Degree in Economics from UCD in 1987. with Irish Pensions Trust. Brian moved Before joining Invesco in 2000 he had to the newly established Cork office built up 13 years industry experience in in 2008. Trinity Bank, Dublin, State Street Bank, Boston and Eagle Star, Dublin. *Hilary McCowen *Finian O’Driscoll Financial Controller Director Hilary joined Invesco in 2005. She is Finian joined Invesco in 2008 having a Chartered Accountant and trained spent over 25 years with Mercer, most with Ernst & Young. She has extensive recently as part of the Irish Senior financial experience having previously Management Group with responsibility worked with the Clondalkin Group for the Munster region. as a Group Accountant and Company Secretary. *Gerry Winters *Niamh Moore Director/Head of Consulting Operations & HR Manager Gerry joined Invesco in June 2001. Niamh has been with Invesco since 2000. Prior to this, Gerry worked in Mercer She has many years industry experience for 11 years. Gerry is an Associate of and previously worked with Norwich the Pensions Management Institute, an Union and Deloitte. Associate of the Irish Institute of Pension Managers and a Chartered Fellow of the Chartered Institute of Personnel and Development. People for Progress Partners in Progress Invesco employees are talented, experienced individuals, focused and Our success is directly attributable to the partnerships we forge7 8 fully committed to the Invesco ethos and share a passion for success. with our clients and is a result of the synergy this creates.
  6. 6. Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management …………………………………………………………………………. Employee Benefits Consultancy Understanding People, Understanding Pensions …………………………………………………………………………. * Retirement Planning & Scheme Design Invesco represents a team of specialist advisors recognised * Benefit Administration in both industry and regulatory circles as proactive and leading professionals, having the experience, expertise and * Web-based Solutions complementary skill sets to visualise, support, guide and * Investment Consultancy implement solutions for clients. * Corporate Trustee Services * Risk Consulting & Rebroking The key to understanding our clients is recognising that their pension and retirement needs are unique to their individual circumstances. Invesco pension experts are focused on the unique needs of all stakeholders – employers, employees and trustees. We use our knowledge, our experience, our detailed research, our common sense and human awareness to harness ideas and deliver results. “Our aim is to deliver excellence”9 10
  7. 7. Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management …………………………………………………………………………. …………………………………………………………………………. Communication Consultancy Information for you, Information about you * Example of “Member Access” …………………………………………………………………………. …………………………………………………………………………. * HR Global Access Communication is the key to the success of employee Invesco Online - features and benefits: * The customisation of each client’s website gives all * Real-time Personalised Information benefits arrangements. Tools such as scheme literature and stakeholders a real sense of ownership and alignment annual presentations to staff are a very useful way to raise * Members, trustees and employers have 24/7 access to the employer providing the benefit. * Member Enroller awareness of employee benefits programmes. However, in to their personal pension scheme information including * Online Information Processing today’s world a high impact medium is required. At Invesco fully compliant benefit statements which are * Online enrolment is one of our recent developments. automatically updated. Employees eligible to join a scheme will be able to enroll * Model Retirement Scenarios we have embraced this communications challenge by the innovative use of available technology. in the scheme online. The web interface facility allows * Each client site also includes an interactive pension employees to input their own personal details, which projection tool, helping members to view and model Invesco launched an Online Scheme in 2001 which was a first updates to the scheme administrator and HR. Alternatively, different retirement savings scenarios. for the Irish market. Over the last 7 years we have continually this facility can be restricted for use by HR staff only, where invested in the development of our web offering as we * Hybrid benefits are delivered with no manual intervention they can update the records directly with details of recognise the far-reaching benefits of this communication and no duplication of records. We are unique in our use of new entrants. medium to all stakeholders. Members’ access to information one administration platform for both DB, DC and Hybrid * The HR Global Access facility allows selected personnel online is paramount. benefits arrangements. Members can view their DB, DC to view all member details held on our records, including and AVC benefits online on one page. Our interactive online fund values and accrued benefits. “Effective communication is the key to success” pension projection tool incorporates all benefits.11 12
  8. 8. Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management …………………………………………………………………………. Actuarial Consultancy Focused People, Focused Solutions …………………………………………………………………………. * Actuarial Solutions In the complex world of actuarial science, our ability to * Scheme Valuations communicate in real and understandable terms sets us apart. We can provide strategic and day-to-day actuarial consulting * Financial Reporting but more importantly we go beyond the numbers to assist * Mergers & Acquisitions you in managing cost and risk in the context of your overall * Investment Strategy Reviews business objectives. We collaborate with our clients to deploy strategic solutions for their appropriate requirements and we do not believe in a “one size fits all” approach, whether it be in relation to funding requirements or any other aspect of the benefit arrangements. We approach every scenario with flexibility and are always cognisant of regulatory restraints and requirements. “Our goal is to meet and surpass your expectations while ensuring we always add value”13 14
  9. 9. Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management Employee Benefits Consultancy • Communication Consultancy • Actuarial Consultancy • Legal Consultancy • Wealth Management …………………………………………………………………………. …………………………………………………………………………. Legal Wealth Consultancy Management Compliant Advice, Compliant Practice Bespoke Advice, Bespoke Solutions …………………………………………………………………………. …………………………………………………………………………. * Preparation of Deeds & Scheme The calibre of the Invesco Legal Practice is second to none. * Full Independent Financial Reviews Self-Employed, Senior Executives and Company Directors can Documentation The in-house availability of expert, precise and prompt legal * Investment Portfolio Construction all benefit from our independent, professional and objective advice gives our clients a sense of a “safe haven” especially in advisory services. * Advice on Pension & Tax Legislation the uncharted waters that pension schemes and trustees are & Management * Interpretation of Scheme Documentation facing in current times. * Pension Planning Invesco has an impressive and proven track record in the construction, monitoring and management of private * Liaising with Regulatory Bodies * Business & Personal Protection The Invesco Legal Practice is an intrinsic part of all investment portfolios. Invesco services ranging from reviewing investment Our advice is grounded in sound processes to ensure management agreements, to member communications, The Management of Wealth compliance with regulatory requirements and at the same to preparing scheme documentation and at the same time Invesco aims to enhance and protect the wealth of our time provide our clients with innovative and viable options ensuring compliance with all statutory and Revenue clients through an all encompassing and innovative service. in terms of investment strategy and design. Our Wealth Commissioner requirements. Management Specialists are always striving to achieve Our experienced and committed Wealth Management the best possible rate of return and where possible out Our Legal Practice is ever present to assist and guide Specialists assist clients to create, manage and protect their performance on your investment. consultants and clients regarding all legal issues that arise wealth through all the important life stages. We work with in the lifetime of a scheme. clients to identify achievable financial goals and priorities, “Tailor-made solutions protecting your wealth for implement the agreed strategy and constantly review the future generations” “Effective governance is the bedrock of effective processes needed to achieve these targets.15 pension risk management” 16
  10. 10. International Alliances ………………………………………………………………………… Through our membership of the International Benefits Network (IBN) we have access to employee benefit specialists in more than 30 countries. The IBN network (www.intlben.com) is a network of independent actuaries, brokers and employee benefit consultants around the world which provides member firms and their clients with access to international employee benefits advice. …………………………………………………………………………17
  11. 11. …………………………………..If you would like to discuss your financial or pensionrequirements please contact your local Invesco office.…………………………………..Dublin2 Sandyford Business Centre,Burtonhall Road, Sandyford, Dublin 18.tel +353 1 294 7600 fax + 353 1 294 7633Des McGarry dmcgarry@invesco.ieGerry Winters gwinters@invesco.ieBrian Sexton bsexton@invesco.ie…………………………………..Cork7 Webworks, Eglinton Street, Cork.tel + 353 21 480 8041 fax + 353 21 431 0530Finian O’Driscoll fodriscoll@invesco.ieBrian McGarry bmcgarry@invesco.ie…………………………………..web www.invesco.ie email info@invesco.ie………………………………….. Winner Best Financial Services Consultancy 2007Invesco Limited is regulated by the Financial Regulator Winner Best Life & Pensions Broker 2008

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