With over 20 years’ experience, and around £9.5bn of assets under management, we’re one of the most significant institutional investment platforms in the market. We’re here to ensure trustees and their advisors have access to the tailored investment solutions they require – now and in the future.
Our platform is constantly evolving to meet the needs of DC, DB and Master Trust pension schemes. We offer an extensive range of funds, and work one-on-one with every client to create and maintain the bespoke blended and white-labelled fund solutions they require.
We thrive on enabling change and innovating for our clients. As investment priorities evolve, we can safely restructure assets and add new funds to our platform as required. For some clients, this might mean providing a wider range of sustainable investment options that meet Environmental, Social and Governance (ESG) criteria; for others it’s about facilitating access to alternative asset classes with higher investment growth potential.
We actively support trustees with governance and reporting requirements, from supplying metrics data for the climate-related disclosures in the compilation of their schemes’ TCFD report to providing Net Investment Returns for Value for Member assessments. We are also building our ESG reporting capability to help trustees and their members understand more about the funds they invest in, and provide the meaningful data they require to make responsible investment choices.
As part of Phoenix Group, the UK’s largest long-term savings and retirement business, our ambition is to help people secure a life of possibilities. We are committed to developing the bespoke investment solutions that will help make this a reality for the trustees we work with and their scheme members.