Redefining investment consulting for pension schemes

We aim to provide our clients with a better experience. Working with Purple Daffodil will feel different — we will be more responsive, take away the heavy lifting and make life easier. We aim to redefine pension scheme investment consulting by using technology to simplify processes, reduce fees and substantially improve the way advice is given. Our service is built on the five key principles.

Five key principles underpin
our service

Uncompromising quality

We provide exceptional service to everyone we work with, without fail.

Timely responsiveness

We respond to all queries within 24 hours.

Operational efficiency

We automate routine processes to increase accuracy, ensure consistency and reduce workload.

Comprehensive trustee support

We offer a single, integrated platform that meets all investment strategy, regulatory and governance needs.

Seamless stakeholder access

We ensure all stakeholders can easily access the data and tools they need to fulfil their roles effectively.

Our Beliefs

We believe that by redefining investment consulting – putting clients first, embracing change and automating processes – we can deliver simpler, cost-effective advice without compromising quality.

Trustees should be empowered not encumbered

We believe that providing the right tools and the right advice will allow trustees to be empowered to make informed decisions to achieve their objectives. That is why we built Javelin: to let trustees take control of as much as they want, to structure the service and advice they need.

One of the reasons we chose the name Purple Daffodil was to avoid being the same as everyone else. We did not want it to mean anything or make it about us. We wanted something that was memorable and different.

It is all about what our customers need

Size should not limit the quality of service or advice

All pension funds need good advice tailored to meet their needs. A “small client team” or “packaged solution” are the lazy answers to the problem of a high adviser cost base and demanding revenue targets. Streamlining processes allows our highly experienced staff to provide a tailored service to any size of pension fund.

The ingredients of most defined benefit pension fund asset allocations are very similar, with little ability or, indeed, need to differentiate by fund selection. Even in a world of run-on, return targets are significantly lower than they were, with a focus on steady performance and no surprises. We are in simpler times, without the need for unnecessary complexity or large investment teams, so why pay for what you don't use.

Simplicity breeds understanding and lowers risk