Our approach

We believe that as the needs of employees change, so too should the way we help them manage their financial wellness and retirement planning. We’re committed to building solutions that help our customers meet their financial milestones along their savings journey.

Our bespoke retirement savings products, which cover everything from full-service UK pension schemes to investment only platform services and multi-national plans, can be tailor-made to include:

  • A flexible, full service, Defined Contribution and workplace-savings proposition
  • A broad range of fund options from the world’s leading fund providers
  • FutureWise - a market leading default lifestyle strategy designed to support all pension freedoms
  • The creation of white labelled funds, tailored portfolios and bespoke lifestyle strategies
  • Member engagement programmes incorporating communication support and interactive tools
  • Clear governance and oversight
  • Concise and informative reporting for trustees, advisers and members
  • Workforce Management - our fully integrated UK auto-enrolment solution
  • Fidelity’s retirement service - an integrated guidance and advice solution to help members with their retirement decisions

Our savings products

We currently offer a broad selection of retirement savings solutions to employers and the trustees of UK pension schemes, as well as international retirement saving solutions:

  • Master Trust Scheme which acts as a multi-employer occupational pension scheme
  • Trust-based Pension Plans, both Group Money Purchase Plans and Additional Voluntary Contribution plans, including member record keeping
  • Group Personal Pension Plans - including contract based Group Personal Pension Plan, Stakeholder Pension, and Trustee Buy-out plans
  • Investment-Only solutions - providing an investment platform and fund capabilities for trust-based plans
  • Multinational Retirement Savings - international trust based plan for global employees

To find out more about our tailored solutions, click here or contact us directly.