We are committed to help our clients meet their investment goals, whether they are searching for yield in a low yield environment; long term growth through equities or fixed income; diversification of their portfolio to mitigate risks; or a 360 degree approach to real assets investing.Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across equities, fixed income, multi-asset and alternative asset classes. We are already entrusted with more than €858 billion in assets.Working as part of the AXA Group, a world leader in financial protection, our team of over 2,400 people around the world combine a range of specialist skills and experience to best serve the needs of our clients.
Schroders Capital provides investors with access to a broad range of private asset investment opportunities, portfolio building blocks and customised private asset strategies. Schroders Capital’s 257 investment professionals manage $65 billion of client assets across 19 offices worldwide. We offer a diversified range of investment strategies, including real estate, private equity, secondaries, venture capital, infrastructure, securitised products and asset-based finance, insurance-linked securities and impact investing. Our culture is characterised by performance, collaboration, innovation, and integrity, and we value diversity and inclusion. As the private assets division of Schroders, we build on an established heritage, going back over 200 years, a long-term orientation and an adherence to strong values.
SEI is a leading provider of investment services to Defined Benefit and Defined Contribution pension schemes, working with approximately 450 institutions in 9 different countries*. Starting with the goals of each pension scheme, SEI offers fully tailored Fiduciary Management and Master Trust solutions. Through its scale, expertise and over 20 years heritage of providing investment services, SEI aspires to give trustees greater control over the strategic development of their scheme whilst improving outcomes for pension members. For more information visit: seic.com/institutionaluk *As at 30 June 2021
Landscape is an award winning design and digital communications agency. We’ve been helping pension schemes, trustees and employers engage their members and colleagues for over 10 years.
Our mission is to make pensions simple by focusing on engagement, language, content and financial wellbeing. Our expertise includes:
+ Websites & portals+ Interactive calculators & tools+ Financial education+ Member data analysis+ Accessibility & diversity+ Sustainability & ESG+ Business as usual campaigns
We work with schemes that share our values, philosophy, and have a long-term commitment to excellence in communication. But we’re not defined by just our experience in pensions – we take inspiration from other sectors to balance expertise and detailed knowledge with a fresh and consumer focused approach.
Barnett Waddingham is proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. We’re a team of over 1,300 people, each delivering on our values and our promise to ensure the highest levels of trust, integrity and quality. Everything we stand for at Barnett Waddingham is embedded in our promise – to do the right thing. We’ve applied this meaningful principle across all aspects of our business with continued success. Our continued and long-term commitment to delivering value is our promise to all our people and clients. We offer a full range of services to trustees, providing tailored pragmatic and proactive advice and support in all aspects of pension scheme management, administration, funding and investment strategy.
Our focus on clients has endured since the foundation of Charles Stanley in 1792. Our Fiduciary Management Service was launched in 2008, making us one of the earliest teams to provide this type of service in the industry. We've worked with more than 200 trustees with a resource of 800 staff, and in our 2020 client survey secured a client satisfaction score of 98%. We pride ourselves on our client service and we build trusted relationships to help you take control and meet your pension scheme's objectives.
Linklaters' pensions practice is one of the UK's leading pensions teams, recognised by clients and legal directories as top tier. We provide high-quality advice and deliver innovative solutions to a diverse range of clients. As a full-service law firm, we also provide our pensions clients wiht advice which is comprehensive, practical and robust and enables them to navigate through a demanding pensions legal landscape.
Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 20 active managers. Ranked among the world’s largest asset managers (1)(USD 1.3 trillion AUM(2)) we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.
1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2019.2 Assets under management (“AUM”) as of March 31, 2021. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
Pendragon provides Perspective, the innovative and highly acclaimed legal and regulatory information service for the UK pensions industry. Organisations across the whole spectrum of pensions - funds, advisers, regulators and trustees - have come to rely on Perspective.
Perspective’s content is updated several times a day and includes Acts, SIs, regulatory materials (PPF, The Pensions Regulator, HMRC etc), EU documents, law reports, Ombudsman determinations, news, parliamentary coverage, commentary, reports, statistics and surveys.
Perspective’s functionality is unrivalled. Key features include cross-referencing between documents, our 'time-travel' facility (allows users to view a document as it appeared at any date in the past or future) and searching. Users are made aware of developments within the industry through document and news alerts.
PSGS are the trusteeship and pension governance experts. We are a long-established and award-winning business and one of the UK’s largest professional trustee firms.
We work with defined benefit (DB) - open, closed and in wind up - and defined contribution (DC) schemes, helping trustees and sponsors, manage risk, ensure effective governance and decision making and attain long-term goals for their schemes.
Our full range of services includes:
• trusteeship for pension schemes & healthcare & group life master trusts
• sole trusteeship
• scheme secretarial & trustee executive services
• trustee board effectiveness reviews & trustee training
• adviser reviews & master trust & fiduciary manager selection
• interim pensions and project support
• sponsor funding issues & financial distress, including PPF assessment
• outsourced pensions management
• governance consulting & technology
• workplace DC scheme governance (for providers & employers)
• member engagement, pension and employee benefit communications
People are at the heart of our business – be that our team of 50, others we work with or the members we represent. We’ve just been successful at keeping the personal feel we had at the very start.
Clients include companies listed on the FTSE100, not-for-profit organisations and small to medium sized businesses.
Russell Investments is a leading global investment solutions partner, dedicated to improving people's financial security. Russell Investments has £240 billion* in AUM and works with over 1,800 clients globally, independent distribution partners and individual investors in 32 countries globally. As a consultant to some of the world's largest pools of capital, Russell Investments has £2.0 trillion in AUA, Assets traded around £1.9 trillion and managed 197 transition events
representing £66.0 billion through its Customised Portfolio Solutions business . *Data at 30-06-21. All other data at 31-12-20.
The PMI is the professional body which supports and develops the experts who run UK pension schemes. It has the broadest skills base of pensions professionals and trustees in the UK, with some 6,500 members dedicated to establishing, maintaining and advancing the highest levels of pensions knowledge. PMI members are responsible for managing and advising some of the largest institutions in the world and taking key decisions on substantial financial matters. With some £1 trillion invested in UK pensions, PMI members have a vital role to play in shaping the nation’s financial future. With almost 40 years of successful operation behind it, the PMI is an organisation at the cutting edge of pensions.
For full details of PMI’s qualifications, membership grades and ongoing support services visit www.pensions-pmi.org.uk
The Association of Member Nominated Trustees (AMNT) aspires to be a positive force and a prominent voice in the UK pensions industry today. We believe that given the inherently complex nature of UK pensions and the increasing burden being placed on trustees, that far more support should be made available to member nominees.We are a not-for-profit organisation supporting member-nominated trustees, member-nominated directors and employee representatives of UK based pension schemes in the private and public sector (funded and unfunded).
The Pensions Administration Standards Association (PASA) has been created to provide an independent infrastructure which will set, develop, guide and assess administration standards.PASA will act as a focal point and engage with industry and government to create protocols for understanding good administration - but also appreciates there is no one size that fits all. PASA will develop evidential accreditation practices which will allow benchmarking across and between the industry regardless of how the administration is being delivered. As well as raising the profile of pension administration generally, PASA will focus on three core activities.1. Defining good standards of pensions administration relevant to all providers, whether in-house, third party or insurers2. Publishing guidance to support those standards3. Being an independent accreditation body, assessing the achievement of good standards by schemes (regardless of provider)There is no organisation providing such services across schemes, yet there is a demand for evidence of service quality from scheme trustees, sponsors, administrators, insurers, scheme members and regulators