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P-Solve acquires pension specialist Cassidy

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Investment consultant and fiduciary manager P-Solve has acquired retirement planning consultancy Cassidy Retirement Group to support its growth agenda in the US.

The new business will be known as P-Solve Cassidy and will be able to offer fully integrated fiduciary management for defined benefit pension schemes. Cassidy’s experience in defined contribution and hybrid schemes also means clients will benefit from expert insight into design and implementation.

P-Solve Vice Chief Executive Jack Berry says: “Our team in the US has enjoyed an effective working relationship with Cassidy for some years. This means we can offer more streamlined investment and actuarial advice for the benefit of our growing number of clients.”

US Managing Director Ryan McGlothlin will head the new business, together with the founder of Cassidy Retirement Group, Dan Cassidy.

McGlothlin says:“We share the same commitment and focus to excellent client-service in the mid-market.”

Cassidy adds: “P-Solve’s depth of investment skill and experience means we can provide the broad range of actuarial and investment services from a single, aligned platform.”
 

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