PAN Associates: Investment advice

The Principals of PAN Associates are regulated by the Financial Conduct Authority in the conduct of investment business.

PAN Associates can provide investment advice to PAN Trustees Limited where they act as sole trustee. In addition by virtue of the fact that the Principals of PAN Associates also provide trustee and governance services from other companies within the PAN Group it reinforces their ability to support their co-trustees and colleagues on governance committees.

Where smaller employees are unable to find sufficient consultancy services from pensions professionals PAN Associates will, if it fails to find an acceptable consultant, accept an appointment to advise on the design and governance procedures required when setting up or managing either a group personal pension or stakeholder pension plan.

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