What Jagger & Associates does

Jagger & Associates Limited is a UK-based specialist investment consultancy founded in August 1999 and headquartered at Ground Floor, 14 Exchange Quay, Salford Quays, Manchester. The firm provides independent institutional investment advice to occupational pension schemes, university endowment funds, trade unions, and charities, with an explicit positioning as separate from Scheme Actuaries and unconstrained by "house views." Its service catalogue encompasses liability profile analysis, investment return analysis, investment structure review, manager selection and implementation, performance monitoring, Statement of Investment Principles guidance, Trustee Training workshops, Second Opinion work, Expert Witness engagements, and project-based support to other actuarial consultancies for scheme wind-ups.

The firm is led by Director and Actuary Simon Jagger, supported by senior colleagues with significant consultancy experience and an experienced part-time Actuary who assists with peer review and compliance. All clients receive senior-level involvement in both presenting and producing work, which the firm markets as a differentiator against larger institutional advisory firms. Revenue is generated through professional consultancy fees on bespoke project or retainer engagements; pricing is not publicly disclosed. Distribution is direct-to-institution across the United Kingdom, with marketing centred on the monthly Investment Update publication (produced since January 2000), email newsletter subscriptions, Trustee Training workshops, and referral relationships with Solicitors, IFAs, and other actuarial consultancies.

The company is incorporated in England as a private company limited by shares (registered number 3787206), is founder-owned and operated with no disclosed external investors, parent company, or subsidiaries, and is regulated by the Institute and Faculty of Actuaries as a Designated Professional Body (DPB) for a range of investment business activities. The Investment Update publication reached its 250th edition in September 2020, evidencing over two decades of continuous operations. The firm operates exclusively in the UK institutional market and does not present any technology platform or AI/ML capabilities.

Name

Jagger & Associates

Legal name

Jagger & Associates Limited

Website

https://jaggerandassociates.co.uk

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Jagger & Associates is a UK-based specialist investment consultancy founded in 1999 that provides independent institutional investment advice to occupational pension schemes, university endowment funds, trade unions, and charities, delivering senior-led advice and a long-running monthly Investment Update publication.

Ownership category

akta.pro rank

Product category

Investment Consulting

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Investment consulting
• Pension fund advisory
• Institutional investment advice
• Endowment fund services
• Trustee training

Headquarters

HQ city

Manchester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Institutional Investment Consultancy Services: Provides full institutional investment advice service to clients including performance monitoring, strategy advice, manager selection and implementation, and Trustee Training. Revenue derived from professional consultancy fees, likely on a project or retainer basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Jagger & Associates provides institutional investment consultancy services to UK occupational pension schemes, university endowment funds, trade unions, and charities. Core deliverables include performance monitoring, Statement of Investment Principles advice, investment strategy advice, manager selection and implementation, Trustee Training, Second Opinion reviews, and Expert Witness work. Supporting actuarial consultancies on a project basis and providing wind-up advice are also part of the offering.

Product overview

Jagger & Associates is a specialist investment consultancy providing a portfolio of advisory services to institutional clients including pension schemes, university endowments, trade unions, and charities. The core offering centers on the Investment Update publication, a long-running monthly analysis digest that has been in production since January 2000. This is complemented by a full institutional investment advice service encompassing performance monitoring, strategy advice, manager selection and implementation, and Statement of Investment Principles guidance. Additional service modules include Trustee Training workshops, Second Opinion services for independent strategy reviews, Expert Witness work, and actuarial consultancy support for scheme wind-ups. The firm positions itself as a fresh, independent advisor unconstrained by 'house views,' offering frank institutional investment consultancy separate from Scheme Actuaries.

Differentiator

Problem solved

Functional benefit

Brands

• Investment Update: A monthly 4-page digest of investment news, market performance, statistical analysis and comment for pension fund and charity Trustees, and senior company management, published since January 2000.

Products and services

• Full Institutional Investment Advice Service Comprehensive investment consultancy for UK pension funds, endowment funds, charities, and other institutions, covering performance monitoring, Statement of Investment Principles guidance, strategy advice, manager selection, and implementation support.
• Trustee Training Sessions Training workshops for Trustees and Investment Committee members covering strategy issues and alternative investments including High Yield Debt, Property Fund-of-Funds, and Hedge Funds.
• Second Opinion Services Independent review services for scheme Investment Committees (or equivalent) on strategy and manager selection advice, providing a fresh perspective separate from core Investment Consultants.
• Expert Witness Services Expert witness work including assessment of whether investment managers have breached terms of appointment, typically within court case contexts.
• Actuarial Consultancy Support Project work and investment strategy support for other actuarial consultancies that lack in-house investment departments, including advice for schemes during wind-up.
• Investment Committee Services Guidance and support for Investment Committees, including independent reviews of consultants' work for efficiency and completeness.

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Mercer: Global investment consulting powerhouse providing institutional investment advice, actuarial, and benefits services to pension funds and endowments. Highly comparable to Jagger & Associates in the institutional investment consulting space but at vastly greater scale and with bundled offerings.
• Aon: Global professional services firm providing investment consulting, actuarial, and retirement advisory to institutional clients including pension funds. Comparable to Jagger & Associates in core investment advisory service but with much broader product suite and geographic reach.
• Willis Towers Watson: Major global advisory firm offering investment consulting, actuarial, and risk services to pension schemes and institutional investors. Directly competes with Jagger & Associates for UK pension fund mandates but operates as a broad multi-disciplinary incumbent.

Direct peers

• First Actuarial: UK actuarial and investment consulting firm providing independent advice to pension schemes and employers. Comparable niche peer with similar focus on serving UK occupational pension schemes with independent investment advice.
• Barnett Waddingham: UK-focused actuarial and investment consulting firm serving pension schemes, endowments, and charities. Highly comparable to Jagger & Associates in target market, service offering, and mid-market UK institutional positioning.
• Redington: UK investment consultancy advising pension schemes, insurers, and endowments on investment strategy and manager selection. Highly comparable niche investment advisory peer with overlapping UK institutional client base.
• Hymans Robertson: UK actuarial and investment consultancy with strong pension scheme client base. Competes directly with Jagger & Associates for UK occupational pension scheme mandates and trustee training engagements.
• Lane Clark & Peacock (LCP): UK-based actuarial and investment consulting firm serving pension funds, insurers, and other institutions. Directly comparable in service portfolio, client type, and UK market focus.
• Punter Southall: UK investment and actuarial consultancy serving pension schemes and institutional clients. Comparable niche peer with similar independent advisory positioning in the UK institutional market.
• XPS Pensions Group: UK specialist pensions consulting and administration firm providing actuarial, investment, and scheme administration services. Comparable as a UK-focused pensions advisory peer competing for similar institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jagger & Associates