Client Base

Ground Floor, 14 Exchange Quay
Salford Quays, Manchester, M5 3EQ
Tel.: 0161 873 9350, Fax: 0161 877 4851
email: enquiries@jaggerandassociates.co.uk

We have a range of clients around the UK and provide a range of services specific to each client, depending on their
requirements.

Our clients are mostly UK-based, and include occupational pension schemes, university endowment funds, trade unions
and charities. Where we act as investment advisor to part or all of a company’s pension schemes, this covers principally
performance monitoring, the Statement of Investment Principles, strategy advice and Trustee Training, with other services
as required. We have just over £2bn of assets under advice.

We provide Trustee Training workshops for various clients - the largest of these had assets of around £700m. Thus far,
topics have included strategy issues, the Myners principles, alternative investments (including High Yield Debt, Property
Fund-of-Funds and Hedge Funds) and FRS 17.

We also provide second opinion services to scheme Investment Committees (or equivalent) on strategy and manager
selection advice given by the core Investment Consultant. We can also provide independent reviews (either after the event
or before implementation) for the efficiency and completeness of consultants’ work in other areas such as in specie asset
transfers.

We provide guidance to various Solicitors, IFAs and Consulting Actuaries on investment aspects for pension schemes and
charities served by these clients, including support during scheme wind-ups, and for two of these in their capacity as an
OPRA Trustee.

Incorporated in England with limited liability. Registered number 3787206
Registered Office: Jagger & Associates Limited, Ground Floor, 14 Exchange Quay, Manchester M5 3EQ
Regulated by the Institute and Faculty of Actuaries in respect of a range of investment business activities
© Jagger & Associates, February 2011. All rights reserved.