Empowering Pension Fund Trustees
All you need to manage your investment strategy and meet your regulatory requirements.
What we do
Today, pension fund trustees want simpler solutions, quicker 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 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.
If, like us, you believe that advice is commoditised, expensive and in need of some serious competition, get in touch.
More efficient, better, cheaper. We will grow through innovation.
Our core beliefs
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ESG
ESG is now at the centre of our world and will determine the future of it. We have not met anyone in the industry who does not believe that the assets within pensions can make a huge difference. However, 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 also fair to say that what some people think should be an ESG priority, others may not. Therefore, it is not our job to impose our views on you. It is our job to reflect your views in your portfolio.
We consult, engage and influence when it comes to ESG
Our Offering
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Bronze
What should we know about the services you provide? Better descriptions result in more sales.
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Silver
What should we know about the services you provide? Better descriptions result in more sales.
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Gold
What should we know about the services you provide? Better descriptions result in more sales.
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Platinum
What should we know about the services you provide? Better descriptions result in more sales.
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Copper
What should we know about the services you provide? Better descriptions result in more sales.
We offer a fixed fee to meet
your budget
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!