We help you to help your clients. As a comprehensive one-stop shop solution, our services allow you to minimise your administration and spend more time focusing on the client.
In a world of ageing populations, pensions are critically important. We work with pension trustees worldwide and are familiar with the challenges they regularly encounter including:
Mitigating your fiduciary responsibility
Managing member concerns and supporting their retirement
Keeping administration to a minimum to save on costs
To help give pension trustees comfort, we provide tailored portfolio management and direct access to our team of specialists. Our service also features:
Transparent profiling and reporting for trustees
Simple model portfolios for lower value trusts
Portfolio reviews and comparison service
For pension trustees who do not require our investment management services, our open architecture platform allows you to consolidate all of your reporting in a single place.
An almost unlimited range of
investment options
Web portal available 24/7
Assets ring-fenced in a nominee account
Where pension trustees have specific banking requirements, our digital solution can meet their needs. Its features include:
Digital onboarding and opening of standard accounts within 5 business days
Transparent and fair pricing
Easy digital reporting and monitoring
Access an almost unlimited number of investment options with our open architecture investment platform.
Work with our investment team to select from a range of risk-rated products and build a strategy tailored to your unique goals.
With fast onboarding and pragmatic decision making, make use of our brand new digital bank.
