Pooled pension funds

We realise that pension scheme trustees face significant challenges in meeting the long-term needs of their members, against an ever-changing UK pensions landscape. Our scale, resources and years of experience mean we're well placed to respond, by providing a wide range of funds tailored to your specific needs.

Across our pooled pension funds, we can demonstrate an excellent performance track record and competitive fee structure.

Pooling together

As pooled pension fund investors, your clients can access our investment expertise via the Trustee Investment Plan. This allows your clients to invest in our range of cost-effective funds, whether for a defined benefit or defined contribution scheme.

Our commitment to effective communications

We see our relationship with both you and your clients as a long-term partnership, and our commitment to keeping you informed as a crucial part of this relationship.

We’ll send you regular reports, including our views on the outlook for different financial markets, our reasons for making particular investment decisions and, of course, full information on how your clients’ funds have performed.

To give you an idea of the detail involved in these reports, we’ve included a couple of samples at the right hand side. It goes without saying that you can contact us at any point to discuss any aspect of your clients’ portfolios.