Pension Fund Management


Pension Fund Management Fact Sheet

The strength of Barita is built on the long lasting relationships of trust with our dedicated clients, who revel in our high levels of professional service delivery.

As a licensed securities and primary dealer, Barita's clients are assured of our proven investing values and our experienced team of Fund Managers.

Our Fund Managers are accredited both locally and internationally. They provide strategic guidance, and ensure that the highest standards of ethics and transparency are sustained.

Our Pension Services

Our services cover the main areas necessary to properly support the operations of a Pension Fund:

  • Administration to ensure performance of the Fund in line with Government of Jamaica regulations.
  • Legal advice in developing pension scheme documents.
  • Preparation of investment policy and financial statements.
  • Fund management and monitoring to generate real returns.
  • Reporting on administrative and investment functions to the Trustees and Regulators.
  • Custodian of all securities held on behalf of the Fund.
  • Access to actuarial valuations.

Professional Support

  • Assist you in helping your employees plan for a comfortable retirement.
  • Customized service to meet your specific needs.
  • Your Pension Fund will be managed by professional managers who will seek to achieve the highest possible returns for your members.

Barita Investments Limited has a solid reputation for safety, integrity and prudent money management. Let us help you secure your employees retirement today!