We work with more than 150 clients across the own-trust, master trust, corporate, provider, asset manager and group personal pension market. Our clients include some of the UK’s largest own-trust schemes and a broad range of master trusts, including one of the UK’s largest commercial master trusts.
Every client is different. We provide tailored, practical advice that reflects each client’s priorities and beliefs. Whether supporting the use of defined benefit surplus to fund defined contribution, integrating private markets, or progressing responsible investment ambitions, our focus is the same. Helping clients build long-term resilience.
Our services
Our investment team can help with:
default investment design
DC specific fund and provider research
additional voluntary contribution
investment strategies related to CDC and decumulation
private market research and illiquid hubs
market leading responsible investment thinking
Building resilient DC investment
Helping you strengthen your investment strategy through capital allocation, climate considerations and continuity into retirement.
Our latest defined contribution provider report looks at how the master trust and group personal pension market is evolving, and what this means for different members.
This paper summarises our research, industry engagement, and the development of multi-employer draft regulations, providing a comprehensive view of the evolving CDC landscape.
Our hub has lots of information and insight, including our Embracing the Opportunities series and a useful guide to the ways DC funds schemes can access illiquids.
Managing investments across multiple managers can make it difficult to get a clear view of overall portfolio performance. Our investment performance reporting service brings all your data together in one place, providing independent analysis and straightforward reporting to help you understand what's driving results and support informed decision-making.
Our service brings together performance data from all your investment managers into one clear, easy-to-read report. You'll get a complete picture of portfolio performance, supported by independent oversight and analysis of what's driving returns.
This service is particularly useful for organisations managing portfolios with multiple investment managers, including local government pension funds, charities and other institutional investors who need a consolidated view of performance.
Reports can be produced monthly, quarterly or to a timetable that suits your needs. Read our flyer to find out more, or get in touch with our specialists below.
