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.

Latest insights

Knowledge
Mind the [Knowledge] Gap
Our latest research looks at the challenges and constraints Professional Trustees face today and whether a knowledge gap is impacting their risk appetite.
Past Event
What does rising inflation mean for our pension scheme?
Chaired By Bob Campion
Head of Fiduciary Managment
Watch
Video
Interest Rate Risk For DB Pensions Schemes
Senior Portfolio Manager, Bob Campion sits down with Erica Whyte to discuss interest rate risk for defined benefit pension schemes.
03 Mar 2022 | 5 min watch
Article
Can renewables take the energy strain?
By Charles Stanley
04 Apr 2022 | 5 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)