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Our corporate Solutions

Through our client first approach we provide tailored solutions based on our understanding of your business needs and requirements.

Thought Leaders

Our multi-disciplined team are recognised as thought leaders in their respective fields. They have gained considerable experience, both national and international, helping our clients with their employee benefits programmes. We pride ourselves on being innovators, with a deep understanding of all aspects of Defined Benefit, Defined Contribution and Hybrid pension plans.

Combining our expertise with flexible, innovative technology we can support your benefits goals through a comprehensive, integrated delivery model across administration and consulting services.

Member Engagement

We map out a Pension Pathway for each member. Our proprietary Pathways report focuses on likely benefit outcomes for each member. We meet you at key events along your Pension Pathway.

Investment

Research shows that most members fit into two distinctive Investor types, Hands-On or Hands Free. Our collaborative approach to investments enables trustees to develop a range of investment strategies catering for the risk profiles of the Hands-On investor. Hands Free investors can also build a personalised lifestyle strategy based on their own risk profiles and likely benefit outcomes.

Governance

Invesco’s governance standards ensures a strong commitment to ethical values, good practice in relation to transparency, audit and employs a risk management framework by employing internal control systems through out the organisation.

Thinking about setting up a pension scheme for your company’s employees? If so, you should consider the Invesco Master Trust – the smarter way to manage your company pension scheme.

The Invesco Master Trust is a multi-employer, defined contribution pension scheme, which provides unique sets of benefits to employees of the participating companies. Enjoy the benefits of a trust-based pension scheme without the costs and complexities of setting up and managing your own scheme.

You take care of your business – let Invesco take care of your pension scheme!

Lower Cost

The Invesco Master Trust offers you all of the flexibility and benefits of a trust-based pension scheme at a lower cost than running your own scheme. Administration and investment costs are paid from members’ funds and all compliance and governance costs are shared across participating employers, lowering the total cost for all.

Good Governance

The Invesco Master Trust is an off-the-shelf pension solution designed to make life easier for employers. By delegating fiduciary oversight to independent, professional trustees the Invesco Master Trust allows you to offer a DC pension plan with best-in-class governance and member communications. The Irish Association of Pension Funds (IAPF) has approved the Invesco Master Trust for the Pensions Quality Standard (PQS) on the basis of its governance and communications standards.

Communication

Employee satisfaction and retention is now a top priority for all employers. A good quality pension scheme helps to make employees feel more valued. The Invesco Master Trust offers your employees a comprehensive range of communications supports including a welcome pack with member booklet and investment guide, an industry-leading web portal, telephone and email support and the opportunity for face to face contact with our pensions experts.

Managing risk is critical to a sustainable defined benefit scheme. We take a multi-phased approach to risk management, from the identification of risks through our risk charters to monitoring and implementing risk reducing measures using our Liability Driven Investment models.

Actuarial

Our specialised team provides actuarial services in a clear, concise and accurate manner to both employers and trustees, whilst recognising and managing the risk environment surrounding defined benefit schemes.

Investment

Our integrated approach to investments allows employers and trustees align investment strategies to both the scheme’s funding progression and the business requirements of the sponsoring employer.

Risk Management

Managing risk is critical to a sustainable defined benefit scheme. We take a multi-phased approach to risk management, from the identification of risks through our risk charters to monitoring and implementing risk reducing measures using our Liability Driven Investment models.

" We were very impressed with Invesco’s proactivity and project management capabilities throughout the process. The web based enrolment system proved to be extremely cost effective and gave us very useful real-time management information during the process. We were also very impressed by the way in which Invesco rolled out the scheme to so many staff in multiple locations with no negative impact on our ongoing HR activity."

A Large Retail Financial Services Organisation With 1,400+ Employees

Meet Your Team

Jacob Baldwin

Client Services Manager

Jacob joined Invesco in 2012 as a Client Services Manager for the Dublin SME sector of Corporate Pensions. He is a Qualified Financial Advisor and holds a B.A Finance (Honours) degree from NUI Maynooth.

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Miriam Bourke

Client Services Manager

Miriam oversees our corporate pension administration team in our Cork office. She works with several large companies assisting in devising strategies for the ongoing survival of their pension scheme. She has over 12 years' experience in the financial services industry in Bank of Ireland, Life and Mercer.

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Ceri Coughlan

Team Leader

Ceri is based in our Cork office and joined Invesco in September 2008. Ceri has over 12 years’ experience in the Financial Services Industry and has worked as a senior administrator on a wide-ranging portfolio of indigenous and multinational clients over the course of her career.

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Frank Cox

Business Development Consultant

Frank is responsible for the development of our corporate sales in the Munster region and to coordinate the initial service requirements of incoming client companies. With over 27 years' experience in the pensions industry, he is an Associate of the Chartered Insurance Institute (ACII) and the Irish Institution of Pensions Management (AIIPM).

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Aileen Crowley

Client Services Manager

As Client Service Manager, Aileen’s role involves co-ordinating the delivery of all Invesco services to corporate clients and their members. Her responsibilities have also broadened to incorporate new business. She has a Bachelor of Arts degree from University College Cork and is a Qualified Financial Advisor.

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Frank Downey

Director

Frank joined Invesco in April 2005. He has over 25 years’ experience in the Actuarial and Employee Benefits fields and has served on the Council and several Committees of the Society of Actuaries in Ireland. Frank specialises in group pension scheme administration, employee benefits programmes and investment consulting. He previously worked with Buck Heissmann Consultants & Irish Life.

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Colm Erett

Pensions Actuary

Colm commenced his actuarial career in the retirement practice of Mercer in 1997. Colm joined Invesco in April 2006 following Invesco’s acquisition of L&P Financial Trustees pension business. Colm’s almost 20 year career has focused primarily on the provision of Defined Benefit actuarial consulting services.

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Ger Fitzgerald

Investment Consultant

Gerald Fitzgerald joined Invesco’s Investment Consulting team in 2015 and has 10 years industry experience assisting clients with their investment & actuarial requirements. Gerald is a Qualified Financial Adviser (QFA) and a graduate of both University College Cork and University College Dublin.

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Joe Fitzpatrick

Head of Operations

Joe joined Invesco in May 2007 bringing more than 18 years of experience in the Pensions Industry. He provides advice on employee benefit outsourcing to many of the worlds' leading multinational companies operating in Ireland. He’s a Qualified Financial Advisor and Fellow of the Life Insurance Association of Ireland.

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Declan Keena

Head of Actuarial

Declan has over 14 years’ experience working in the employee benefits area. He has worked in New York and Amsterdam, assisting multinational companies with international pension and benefits strategies. Declan has considerable experience acting as both a scheme actuary as well as adopting a broader benefit strategy consultancy role.

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Sean Keigher

Client Services Manager

Seán joined Invesco in February 2013 and is based in our Cork office. He delivers a first-class integrated service to employers, Trustee Boards and pension scheme members of defined benefit and defined contribution schemes. He has over 15 years’ experience in the Financial Services Industry. Seán is a graduate of University College Cork and is a Qualified Financial Adviser (QFA).

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Brian McGarry

Director

Brian joined Invesco in 1996. Prior to that, he worked as a Pension Consultant with Irish Pensions Trust in their Cork, Dublin and Galway offices. Brian became a director in 1999 and has overall responsibility for the SME area of Corporate Pensions in the Dublin and Cork offices.

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Audrey Kieran

Technology Manager

Audrey joined Invesco in 2008 and is responsible for the Technology teams in the company. Her role includes developing and implementing the IT strategy in line with Invesco’s business objectives. She leads the Technology team which provides day to day IT support to Invesco’s Dublin & Cork offices, investigates new technologies and rolls out new solutions across the company.

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Stephen Lennon

Performance Analyst

Stephen is based in our Dublin Office having joined Invesco in October 2015. He previously spent 2 years working with AIB and has a total of 3 ½ years’ experience in the financial services industry. Stephen is a graduate of Trinity College Dublin, where he graduated with an Honours degree in Business & Economics and is currently undertaking the CFA Program.

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Bríd McDonnell

Legal Adviser

Bríd qualified as a Solicitor in January 2009 and has been working in the Pensions industry advising companies and trustees in relation to their pension schemes. Brid obtained the Law Society Diploma in Finance in April 2011, and is a member of the Law Society of Ireland, the LIA and the Association of Pension Lawyers in Ireland.

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Gary Morrissey

Head of Business Development

Gary heads up business development for our Corporate Pensions business. He is an experienced international business developer, with over 20 years' experience in business to business services marketing. Gary is a Qualified Financial Adviser.

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Claire Mullen

Head of Fund Accounts

Claire is a Chartered Accountant with extensive audit and compliance experience, having worked with PricewaterhouseCoopers as audit manager before joining Invesco in 2009. Claire is responsible for managing the production of Trustee Annual Reports for all Invesco full service clients. Claire graduated from NUIG in 2001 with a Bachelor of Commerce and French degree.

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Aidan Mulvihill

Consulting Actuary

Aidan has worked in the pensions industry for over 10 years and qualified as an actuary in 2014. During this time, he has worked in various roles within Invesco’s actuarial department. He has extensive experience of advising large high-profile indigenous and multinational clients, with both defined benefit and defined contribution pension schemes in Ireland.

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Neil Murtagh

Actuarial

Neil is based in our Dublin office and joined Invesco in July 2011. Neil is a graduate of Queen’s University Belfast where he graduated with a BSc Hons degree in Actuarial Science and Risk Management (2011). Neil is a member of the Society of Actuaries Ireland (SAI) and a student of the Institute and Faculty of Actuaries.

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Finian O'Driscoll

Director

Finian joined Invesco in 2008. With over 30 years' experience in the pensions industry he heads up our Cork office, coordinating the delivery of a first-class service to our clients in the Munster region. Finian is a fellow of the Pensions Management Institute.

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Garrett O'Malley

Client Services Manager

Garrett has over 15 years' experience in the pension, investment and employee benefits industry. As a Client Services Manager in our Corporate Pensions area, he works closely with employers and trustee boards, helping them find solutions to the challenges facing defined benefit and defined contribution pension schemes.

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Liam Ormsby

Trainee Actuary

Liam joined Invesco in September 2016, having graduated from Dublin City University with an honours degree in Actuarial Mathematics. He is a student member of the Institute and Faculty of Actuaries and is currently progressing through the professional exams. Liam previously worked with General Electric Financial Markets and Ironshore Europe DAC.

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Orla Ormsby

Head of Legal

Orla has advised both trustees and employers on technical pension law matters in relation to occupational pension schemes and other retirement benefit arrangements. She holds a BCL from UCD, an LLM from the University of Dublin and a Diploma in Arbitration from UCD. She is a member of the Association of Pension Lawyers in Ireland and a member of the Law Society's Pensions Sub-Committee.

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Anna-Marie O'Sullivan

Administration Consultant

Anna joined Invesco as a Senior Pensions Administrator in 2009. Anna’s day to day work consists of preparing and issuing Trustee Meeting Packs and organising staff presentations for both new and existing members. Anna completed her Professional Diploma in Financial Advice (QFA) in 2014 and is currently studying Pensions Management with the Irish Institute of Pension Management.

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Muredach Reilly

Client Services Manager

Muredach has over 12 years' experience in corporate pensions. He provides consulting services to several corporate clients, and oversees scheme reviews and installations for new clients. Previously Muredach worked for Irish Life, IPT, Mercer and Becketts/Hewitt.

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Nicola Reilly

Client Services Manager

Nicola joined Invesco in September 2002 having completed a degree in Marketing & Management from DIT. She is part of a project-team centred on ensuring that all communication to members are as easy and straight-forward to understand as possible.

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Cathy Roe

Legal Consultant

Cathy has over 20 years’ experience advising both trustees and employers on pension scheme matters. She has extensive experience in drafting complex scheme documentation and providing specialist pension law advice.

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Kate Ryan

Client Services Manager

With over 10 years’ experience in the pensions industry, Kate previously worked with New Ireland Assurance and Mercer. She also managed the outsourced administration relationships at Pension Corporation in London. Kate delivers a first-class integrated service to employers, Trustee Boards and pension scheme members of defined benefit and defined contribution schemes.

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Brian Sexton

Client Services Director

Brian plays a pivotal role in the operation and management of our Corporate Pension area. Brian is a member of the Irish Insurance Federation Pensions Standing Committee. He has comprehensive knowledge of the legislative, financial and commercial background of occupational pension schemes in Ireland.

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Bronagh Traynor

Investment Consultant

Bronagh joined Invesco in September 2012 after graduating from Queen’s University Belfast. Bronagh combines her actuarial liability modelling expertise, performance analysis and reporting skills as part of the Investment Consulting team to help guide clients in developing and monitoring robust investment strategies in line with their requirements.

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Siobhán Whyte

Client Services Manager

Joining the Invesco Cork office in 2010, Siobhán was appointed as Client Service Manager for the Cork SME sector of Corporate Pensions. A fully qualified QFA, Siobhan holds a BA in Economics from University College Cork. She previously worked in New Ireland Assurance and Leary Life and Pensions Ltd, Cork.

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Gerry Winters

Director

Gerry joined Invesco in June 2001 and has over 20 years' experience in the Pension and Investment industry. Gerry is head of consulting, a Fellow of the Pensions Management Institute and of the Irish Institute of Pension Managers and a Chartered Fellow of the Chartered Institute of Personnel and Development.

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