Planning with you

We work with you to understand your specific requirements so we can provide a full service administration or investment-only defined contribution and workplace savings solution that meets the needs of your employees not only for today, but for the long-term.

Whether full service or investment-only, our range of tailored solutions includes:

  • A flexible bundled defined contribution and workplace savings proposition for your employees
  • An extensive selection of funds from Fidelity and other leading fund managers
  • Active and passive management styles across a wide range of sectors and regions
  • Creation and management of white labeled and tailored portfolios as well as bespoke lifestyle strategies
  • Guidance and support to meet today’s challenges and design tomorrow’s solutions
  • An extensive engagement and communications service
  • Workforce Management - to help you manage auto-enrolment
  • Full range of in-scheme flexible retirement options; including regular income drawdown

Workplace Investing pension plans

We offer a full service bundled administration solution underpinned by a single market leading platform. Our proposition includes both contract and trust based products:

Fidelity Master Trust
Trust-based pensions
Group Personal Pensions (GPP)
Buy-out plans

Contact us

If you are a pension administrator, professional investor or trustee, please get in touch with our DC Business Development team here.