Defined contribution investment

Independent thinking focussed on improving outcomes for members.

A welcome end to siloed thinking

For too long DC investment advice has been provided in isolation. This has led to both missed opportunities and it not connecting effectively with members’ wider benefits – and their most basic needs.

£25bn+

in DC assets under advice

All sizes

of clients advised

Leading

reputation for DC Change programmes

TPR

commended for a robust process

Benefits
of our approach

Design of high-performing, DC investment strategies

Unique asset transition team with a DC-specific skillset

Market-leading ESG advisory and investment research

Aligning default and lifestyle strategies with demographics

Looking holistically at your needs and situation

Our market-leading DC investment advisory team thinks – and is structured – differently. We use our specialist investment expertise to design and create strategies informed by our whole of market research. With member outcomes front and centre.

We look holistically at your needs and situation, then draw on our experience in pensions administration and reward & benefits to ensure DC pensions are recognized as a benefit of value by each and every member.

Advice on existing default DC strategies and self-select ranges, in line with suitability, best practice and wider industry experience.
Full service, from analysis and scoring, to provider site visits, to provider terms and asset transitions.

Why choose us?

Our reputation as market leaders in default strategies has been hard earned over time. Our solutions go beyond investment strategies alone to include the wider benefit goals of members and employers.

As a client you can expect the highest levels of service, market insight and innovative thinking. This includes proprietary technology designed and built in-house, that educates decision-making for better investment outcomes.

Better still, our independence allows us to be impartial and create tailored solutions from the whole of the market. And when it doesn’t exist, we’ll work with investment houses to create it for you.