Pension Trustees

A proposition designed for pension trustees

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.

We understand what pension trustees do

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

two man looking at the same computer screen

Investment management services

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

investment team working

All your investments under one roof

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

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Alternative to banking for pension trustees

Where pension trustees have specific cash management requirements, our treasury service could be of use. Our solution features:

  • Fast 72 hour onboarding for
    standard risk accounts

  • Transparent and fair pricing

  • Easy monitoring and reporting

investment team working at their desk

Explore our suite
of services

Create tomorrow... Start today.

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