Pension Trustees

Fiduciary Management Service

Take control and find effective ways to meet your pension scheme’s funding objectives through our market-leading Fiduciary Management service.

Request a call back How we work with you

Benefits of our Fiduciary Management Service

We don’t work like other fiduciary management businesses. Our experts spend time with you to create a bespoke strategy.

You’ll receive a genuinely personal service from a dedicated team of experts, who are always on hand to support you.

We’ll develop a fully bespoke plan, charting a clear path ahead and backed by detailed asset–liability modelling tools.

Receive a dynamic portfolio of bespoke growth assets, managed by our expert multi-asset team.

We provide a sophisticated portfolio of liability matching assets sourced from the whole market of best-in-class funds.

You’ll receive clear and comprehensive reporting tailored to your needs and the needs of your scheme.

We ensure consistent performance and a comprehensive, exemplary service at a single competitive all-in fee.

How we work with your Pension Scheme

Pension fund trustees come to us for our hands-on, pragmatic approach. They value our market-leading investment strategies, which have helped Pension Schemes achieve their funding objectives.

For pension schemes of any size

Whatever the size and shape your defined benefit pension scheme, we’ll provide you with a bespoke fiduciary service. We work with trustees across the UK, with sponsoring employers in a diverse range of sectors.

You’re looking for a bespoke approach

We understand that every scheme is unique. That’s why the investment strategy we design with you will be fully bespoke, with all aspects of our service tailored to your needs.

You want to delegate day-to-day implementation

We take on the day-to-day management of your investment strategy, easing the burden on trustees and allowing you to focus on ensuring your pension scheme is meeting its long-term objectives.

You want greater transparency

To ensure your bespoke investment strategy is clear and transparent, you’ll have access to information about all the trading decisions we make on your behalf. We’ll also keep you up to date with regular, easy-to-understand portfolio reports.

Our strategic approach

Our expert team of portfolio managers will work with you to develop and define a bespoke, dynamic and long-term investment strategy – one that’s managed by us and controlled by you.

Case Studies

Discover how our experienced team support Defined Benefit Pension Schemes, whatever their needs.

Latest insights & events

Article
Omicron and hawkish Fed concern markets
By Garry White
03 Dec 2021 | 6 min read
Article
New Covid-19 variant hits travel and markets
By Garry White
26 Nov 2021 | 7 min read
Article
Pandemic savings to boost Black Friday, but what then?
By Charles Stanley
26 Nov 2021 | 5 min read
Article
Fed certainty boosts President Biden’s economic agenda
By Charles Stanley
26 Nov 2021 | 6 min read

Request a call back

Get in touch with our Fiduciary Management Service team to discuss how we can help you take control and meet your pension scheme’s objectives..

0207 739 8200 (Open Mon-Fri, 9am-5pm)

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.

This site is protected by reCAPTCHA and the Google Privacy Policy and the terms of service apply.