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 offer you an excellent performance track record and competitive fee structure. Perhaps most importantly, our constant focus on putting our clients first means you can be sure you’ll receive an investment service that meets your individual goals.

Pooling together

As a pooled pension fund investor, you can access our investment expertise via the Trustee Investment Plan. This allows trustees of registered pension schemes to invest in a range of low-cost funds. You can invest money held for a defined benefit scheme and any money held for a defined contribution scheme that’s not earmarked to provide benefits for particular members.

Our commitment to effective communications

We see our relationships with pension scheme trustees very much as long-term partnerships. Our commitment to keeping you informed is crucial to this approach – making sure you’re never in the dark over the investment issues affecting your fund.

When you invest with us, we’ll send you regular reports on your portfolio. These include our views on the outlook for different financial markets, our reasons for making particular investment decisions and, of course, full information on how your portfolio has performed.

To give you an idea of the detail involved in these bulletins, we’ve included a couple of samples on the right, under related resources. It goes without saying that you can contact us at any point to discuss any aspect of your scheme.