Pension & Investment Consultants

Regulation

Invesco's Wealth Management services are regulated by the Central Bank of Ireland and are covered by the terms of its various protections. Only some of Invesco's pension consultancy and administration services are regulated in this way. These include the insurance mediation services that Invesco provides to pension scheme trustees in respect of insuring their schemes' death in service benefits and to sponsoring employers in relation to securing cover under their disability arrangements. Also included are the services involving the receipt and transmission of orders in investment instruments provided in the context of administering defined contribution pension schemes and the advice to scheme trustees in relation to selecting fund managers. The provision of the balance of Invesco's pension consultancy and administration services do not require licensing, authorisation or registration with the Central Bank of Ireland and as a result, are not covered by its requirements designed to protect consumers or by a statutory compensation scheme.  However, it should be noted in this regard that occupational pension schemes and larger corporate entities are specifically excluded from entitlement to claim from the Investor Compensation Fund. Invesco provides the same high standard of care to all of its clients.

Invesco Limited Regulated Activities

  • Insurance Mediation
  • Receiving and transmitting orders
  • Investment advice


Investment Instruments

  • Transferable securities
  • Units or shares in collective investment schemes and UCITS
  • Trackers Bonds or similar instruments
  • Insurance policies
  • Personal Retirement Savings Accounts (PRSAs)