FSL is a licensed Pension Fund Manager and has several years of experience in managing pensions for both private and public sector institutions. At FSL, we believe retirement should be the peak of life where you take a perpetual break from active work and enjoy a good life doing the things you love the most. We therefore attach enormous importance to managing your Tier 2, Tier 3 and other personal pension plans, ensuring you get the best out of your pension contributions. Our clients also benefit from the decade long heritage derived from the Fidelity Group’s extensive experience in money management and long-held values of protection and enhancement of customers’ wealth.
Currently, our pension portfolio englobes the following as approved by the National Pensions Regulatory Authority (NPRA):
Provident funds are unique schemes designed to encourage employees to develop a savings culture for long-term financial growth and to supplement their incomes for major life projects and/or during retirement.
At FSL, we efficiently balance optimum returns with safety and stability in our investment decisions, while making timely payments to honour withdrawal requests from beneficiaries.
Our Fund Management expertise covers a wide range of other institutional funds. Beyond pension and provident funds, we also specialize in managing trust funds, endowment funds and other funds including excess funds on behalf of companies and organisations including churches, governmental agencies, NGOs, old student associations etc. We employ our expertise and acumen in determining where and for how long to invest and provide on a consistent basis, optimum returns to our customers.
Consistent with our customer-centric culture, the dialogue never ends, and most especially with our private wealth management service. High Net worth Individuals who qualify for this service enjoy individually tailored investment packages that meet both their personal investment philosophies and objectives. We start by understanding your unique needs and goals and design a portfolio that serves as a sustainable solution to your financial needs and wants.
“The Return On The Money Is Important; But The Return Of The Money Is Critical,” – Akwasi Adu Boahene (Head, FSL)
Effective fund management is more than just investment returns; it is about providing guidance you can trust. All Fidelity Securities clients benefit from free wealth advisory services. Our Wealth Advisory Services team helps to craft and implement holistic wealth management solutions to address client needs for income, estate planning, gift planning and philanthropy.
We tap into the knowledge and wider benefit of having all the other arms of financial services (as part of the bigger Fidelity Group) to offer unmatched investment advisory, which our clients have often testified of. We assist clients to develop and manage personalized investment portfolios and discretionary funds for the benefit of retirement and other goals.