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People in
Business for
People
Your Pension
& Investment
Partners
…………………………………………………………………………

Invesco is the leading Irish owned firm
of independent pension and investment
consultants. Central to the success of
Invesco is people: the people who work for
us and the people we work for. We all share
a common purpose - to create, manage and
protect benefits and personal prosperity.
…………………………………………………………………………
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
…………………………………..
                                               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
*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 forge
7                                                                                                                                                                                                                                              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.
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
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
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
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
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
…………………………………..
If you would like to discuss your financial or pension
requirements please contact your local Invesco office.

…………………………………..
Dublin

2 Sandyford Business Centre,
Burtonhall Road, Sandyford, Dublin 18.
tel +353 1 294 7600 fax + 353 1 294 7633

Des McGarry             dmcgarry@invesco.ie
Gerry Winters           gwinters@invesco.ie
Brian Sexton            bsexton@invesco.ie

…………………………………..
Cork

7 Webworks, Eglinton Street, Cork.
tel + 353 21 480 8041 fax + 353 21 431 0530

Finian O’Driscoll       fodriscoll@invesco.ie
Brian McGarry           bmcgarry@invesco.ie

…………………………………..
web www.invesco.ie              email info@invesco.ie

…………………………………..




                                                          Winner Best Financial Services Consultancy 2007




Invesco Limited is regulated by the Financial Regulator           Winner Best Life & Pensions Broker 2008

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Invesco Brochure 16

  • 2. Your Pension & Investment Partners ………………………………………………………………………… Invesco is the leading Irish owned firm of independent pension and investment consultants. Central to the success of Invesco is people: the people who work for us and the people we work for. We all share a common purpose - to create, manage and protect benefits and personal prosperity. …………………………………………………………………………
  • 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. ………………………………….. 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. *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 forge 7 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. 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. 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. 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. 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. 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. ………………………………….. If you would like to discuss your financial or pension requirements please contact your local Invesco office. ………………………………….. Dublin 2 Sandyford Business Centre, Burtonhall Road, Sandyford, Dublin 18. tel +353 1 294 7600 fax + 353 1 294 7633 Des McGarry dmcgarry@invesco.ie Gerry Winters gwinters@invesco.ie Brian Sexton bsexton@invesco.ie ………………………………….. Cork 7 Webworks, Eglinton Street, Cork. tel + 353 21 480 8041 fax + 353 21 431 0530 Finian O’Driscoll fodriscoll@invesco.ie Brian McGarry bmcgarry@invesco.ie ………………………………….. web www.invesco.ie email info@invesco.ie ………………………………….. Winner Best Financial Services Consultancy 2007 Invesco Limited is regulated by the Financial Regulator Winner Best Life & Pensions Broker 2008