We offer our services via all distribution channels to consumers at every level of affluence – from mass retail to ultra-high net worth.
In support of this central proposition, we provide:
Our ‘centre of gravity’ is the long-term savings market, although we have capability spanning pensions, investment research and consulting, property investment administration, employee benefits and actuarial services.
Assets under admin
We’re not vertically integrated, and have no desire to be. We won’t add investment management or financial advice to our capabilities and this makes our model unique amongst our peer group. Our core value proposition centres on:
Our services - from a low cost ‘plugin' to the most complex pension scheme - are priced to offer excellent value to our partners and ultimately, their underlying consumers.
Wherever possible we deploy digital automation. This approach allows us to reduce cost, improve risk control, and dramatically improve the client experience.
We’ve invested in leading edge infrastructure and applications, allowing us to safely scale beyond ten times our current size. Service comes from our scale, scalability and competence.
We understand the important mix of price, proposition, expertise, service and risk control, and how bringing these together can facilitate appropriate consumer outcomes.
Whether you are a prospective client, service provider or team member, you will want to know as much about us as possible.
Thankfully, we’re an open book!