Empowering Pension Fund Trustees

Everything to successfully manage your investment strategy

What We Do

Pension fund trustees want simple solutions, quick processes,  excellent service, greater autonomy and lower fees. We are here to provide exactly that.

This is the start of our journey, and we have so much more to come. Join us now as we launch our investment advisory service. See us develop our big ideas into powerful tools using cutting edge technology that will empower trustees and reduce costs.

By putting members, trustees and sponsors at the heart of decision making we focus on our customers needs.

No upselling, no conflicts, no nonsense.

High-quality 

Cost-effective

Investment advice.

Our Mission

We may be a new company, but we have been providing investment advice to trustees for a long time. Pension investing has changed substantially over the last decade, with solutions now much simpler and easier to manage. That makes it very hard for the big advisers to grow their core revenue without acquisition or increased fees. Neither of which helps their clients.

So, we started from scratch. We have stripped back advice to its core and are automating everything else.

This allows us to provide what trustees need, efficiently and quickly, and without compromising quality.

More efficient

Cheaper

Innovation driving growth

Our Core Beliefs

  • Trustees should be empowered not encumbered

  • It is not about us

  • Size should not limit the quality of service or advice

  • Simplicity breeds understanding and lowers risk

  • Efficiently integrating ESG into the process results in better outcomes for all

  • Automation drives value

  • Reducing the reliance on expensive advisers saves money

  • Paying for advice by the hour creates inefficiencies

Environmental, Social and Governance

ESG is now at the centre of our world and will determine the future of it. We understand that smaller pension funds do not have the funds or the time to individually engage and influence. Collectively, however, we can.

The selection of fund managers who fully integrate, embrace and report on ESG undertakings is critical. The fund management industry is continuing to evolve their ESG offerings, and our approach is to work with those who are doing the right thing.

It is fair to say that what some people think should be an ESG priority, others may not. It is not our job to impose our views on you, but it is to reflect your views in your portfolio.

Consult

Engage

Influence

Our Offering

  • Goal Setting

    Low Dependency, Buyout, Run-on, Consolidator

  • Journey Planning

    Getting you to your goal in your required timeframe

  • Fund Selection

    Picking appropriate managers that meet your performance, risk and ESG objectives

  • Reporting

    Providing all the information required to meet statutory requirements and manage your portfolio

  • The Rest

    Meetings, SIPs, accounting, Scheme Return, transactions, and more

We offer a fixed fee to meet
your budget

Contact Us

Do you believe that advice is commoditised, expensive and in need of some serious competition?

Do you want fast turnaround times, greater efficiency and lower fees?

Or do you just want to ask us a question?

Enter your details and we will be in touch, quickly.