OUR GOAL
The Investment Advisory Committee’s (IAC) role is to represent the cohort of PWM financial planners in ensuring that our investment proposition and funds continue to meet the changing needs of our financial planners and their clients.
WHAT WE DO
- Providing input to PWM Wealth Management regarding the needs of clients and advisors in the pre-retirement and post-retirement market.
- Providing input to building and maintaining a competitive range of house view solutions offered by PWM Wealth Management.
- Actively participating in crafting future fit solutions in line with ongoing regulatory developments/ requirements
- Ensuring a consistent approach is followed in terms of the investment and fund offering in PWM Wealth Management.
- Ensuring that PWM Wealth Management is delivering its objectives to clients and that the investment process is understandable to advisors and clients.
- Collaborating the issues raised by the greater PWM advisory group about PWM Wealth Management and ensuring that these are effectively dealt with.
COMMITTEE MEETINGS
At least four meetings are scheduled per year and ad hoc meetings may be called when necessary.
MEMBER RESPONSIBILITIES
Members are expected to:
- Prepare for and attend meetings regularly and participate actively.
- Provide objective, constructive and commercially relevant input and advice.
- Represent the interests and perspectives of the broader planner community rather than individual business interests.
- Declare any actual, potential or perceived conflicts of interest.
WHAT HAPPENS AFTER DECISIONS HAVE BEEN MADE
The Investment Advisory Committee provides recommendations and feedback to the Investment Management team, who then considers these recommendations within its governance framework and, where practical, updates the committee on any actions taken.
WHAT WE REQUIRE OF THE PWM FINANCIAL PLANNING COMMUNITY
If you have anything which you would like to be considered by the investment advisory committee please contact you preferred business or financial planner representative.
