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