Established in 1997, Investment Solutions operates an institutional investment platform specifically configured to meet the needs of pension trustees, sponsors and advisers. With the assistance of their advisers, pension trustees are able to implement bespoke investment strategies to meet the specific needs of their scheme by utilising Investment Solutions modular services. We operate in three overlapping areas:
We manage dealing, transition management and reporting for all investments. As a Life Company, we have a clean, efficient platform supported by state-of-the-art systems, enabling us to deliver straight through processing. When dealing, we minimise market risk by offering daily priced funds with a common settlement cycle. Having all scheme assets in one spot enables faster and more valuable reporting to be available.
We pride ourselves on our proactive approach to administration, delivering efficiency and managing costs.
Value added solutions
We have developed a suite of value added services to meet the needs of UK pension schemes. These include a range of improved governance and implementation services to support UK pension schemes with dynamic investment strategies. We create bespoke growth and protection funds for defined benefit schemes and default funds for defined contribution schemes, in addition to the provision and creation of ‘freestyle options’ on our platform.
Our proven skill in fund manager selection and fund construction is underpinned by detailed manager research and governance. This enables us to assist in implementing scheme specific pension strategies and drives the creation and maintenance of our investment ‘walled garden’, a selection of approved investment managers. Advisers and trustees are able to choose from this “fit for purpose” investment universe, with a high level of continual governance or implement their own manager solutions driven by their own in-house research, where this is appropriate. Such solutions can be white labelled if desired.