Our investment proposition
New corporate investment proposition
We've launched a new range of investments for corporate pension schemes. Find out what some key industry experts had to say at the recent launch event.
Our industry is changing rapidly thanks to Pension Reform and the Retail Distribution Review. While there are challenges, we believe these changes are a great step forward.
An enduring challenge remains the investment decision. The forthcoming regulatory changes mean there’s a greater emphasis on delivering better employee outcomes. Clients are also looking to maximise the value from their employee-benefit spending. And governance will become more important in delivering positive employee outcomes.
We’ve designed our new corporate investment proposition to help you provide engaging investment solutions. We’ve:
- Built on the success of our MyFolio funds to develop two new ranges specifically for the pensions market
- Added an exclusive range of Vanguard index-tracking funds to complement our BlackRock range, and
- Enhanced our approach to lifestyle profiles to make them more flexible while remaining specific to the individual’s target retirement date
Off-the-shelf range
You and your clients can choose from a range of pre-packaged solutions. These include a series of risk-based funds, lifestyle profiles and auto-enrolment default options.
Bespoke range
If your clients need something more specific to their requirements, we can help with this too. You can build solutions using our blended funds (fund of funds range), Quality and Choice range, promoted and restricted fund ranges and bespoke lifestyle options.
Our investment proposition
Master Trust
With our Master Trust, clients can tailor their investment solutions using features such as bespoke lifestyle profiles. They can also benefit from several pre-defined off-the-shelf solutions.
The information on this site is for financial planning professionals, pension trustees and individuals responsible for decision-making on corporate schemes, and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.
