We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.

We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.

AXA Investment Managers is a responsible asset manager, actively investing for the long term to help its clients, its people and the world to prosper. With over £740 billion in assets,
our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across both traditional and alternative asset classes.
Whether looking to secure cashflows, enhance growth portfolios or make an impact, our multi-expert investment solutions with integrated ESG considerations, aim to deliver long-term value to clients.

Capita Pension Solutions is one of the UK’s leading pension firms. We provide an unrivalled breath of pension and consultancy services to over 600 schemes covering 4 million members. Our team of 2,300 employees use their experience, insight, expertise and latest technology to deliver personalised end to end solutions to meet all of their clients pension needs. Our services include pensions administration, data solutions, actuarial, investment, scheme management, and member communications.

Columbia Threadneedle manages investments for institutions, pension funds, sovereign wealth funds and endowments & foundations. Together, they entrust us with $494 billion.

Global Reach. Our reach is expansive, with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets and we have the capability to create bespoke solutions matched to clients' specific requirements.

Research Intensity. Our 180 analysts are dedicated to finding original, actionable insights that are shared and debated with our portfolio managers. Responsible Investment (RI) principles are an important factor and we apply proprietary tools to provide a robust RI framework and better analysis. This knowledge is harnessed to make better investment decisions that benefit our clients.

Forward-looking. Our independent Investment Consultancy & Oversight team ensures the integrity of an investment strategy. The team works in partnership with our portfolio managers to foster continuous improvement and ensure strategies are managed consistent with client expectations and their desired outcome.

To all our clients, we have one message: your success is our priority.

All data as at 31 March 2021

Our Pensions team based across the UK, consists of experienced covenant advisors, actuarial consultants and investment consultants to provide a full suite of services to our trustee clients.
Our client portfolio ranges from schemes supported by multinational sponsors to small not-for-profit organisations, and everything in between. Our ability to offer broad sector and situational insights from the wider firm means we can offer our clients bespoke, insightful advice.
We treat each client as an individual — bringing intellectual curiosity and a real commitment to ensuring our work adds value to the trustee board.

Fisher Investments (FI) is a privately-owned, active equity manager with 40+ years’ experience managing segregated mandates for institutional investors. FI offers a wide range of strategies across developed and emerging markets, focusing on both large and small caps, as well as dedicated ESG & Impact variants.

Philosophically, FI believes macro-economic factors are the dominant drivers of relative and absolute equity performance, and avoiding permanent biases delivers the most consistent outcomes. Our approach includes ESG analysis, that is integrated in both the top-down and bottom-up portions of the investment process. Active ownership is a key feature of our approach to responsible investment and is handled via direct engagement or proxy voting. Additionally, FI seeks to take a leading role in co-engagements with current and prospective portfolio holdings as part of various responsible investor networks (e.g. Climate Action 100+ & CDP).

FI is truly global, with clients in 30 countries and assets under management exceeding £135 billion as of June 30th 2021.

Isio is a leading independent UK provider of advisory and administration services to pension schemes, and their sponsors. We exist to harness the power of our people to create a better world of pensions.

600 relentlessly curious and diverse minds across eight regional hubs. Together we are a joined-up but flexible team delivering better outcomes for scheme sponsors, trustees and members. Our national consulting practices are:

• Trustee scheme actuary & advisory
• Investment consulting
• Fiduciary Management oversight
• Corporate advisory
• Risk transfer
• Defined contribution
• Workforce financial wellbeing
• Pensions admin & operational effectiveness
In March 2020, Isio spun out of KPMG to become a leading UK pensions advisory firm. Our new independence frees us of the restrictions which directed which KPMG audit clients we could work with. We are now growing our exciting business at pace. 500 colleagues made the transition to Isio, and another 100 have joined since. We are proud that 750 clients have joined us on this journey, and have relished inviting them to explore the potential with us

Pensions are complicated. We’re not.

Phoenix Corporate Investment Services (CIS) is one of the most significant investment only platforms in the market. With over 20 years’ experience of delivering bespoke investment solutions for Defined Contribution, Defined Benefit and Master Trust clients, we continue to work hand in hand with clients and their advisors, enabling them to meet the ongoing investment requirements of Trustees.

Phoenix CIS is part of The Phoenix Group, the UK’s largest long-term savings and retirement business, with over 13 million policies, £304 billion of assets under administration and over 7,800 employees. As a member of the FTSE 100 index, the Phoenix Group prides itself on having a wide range of solutions that help people secure a life of possibilities.

Russell Investments is a leading global investment solutions partner, dedicated to improving people's financial security. At Russell Investments, we stand with you, whether you’re an institutional investor, a financial adviser, or an individual guided by an adviser’s personalised advice. Our approach brings some of the world’s leading managers and strategies together - in a diversified, adaptive and efficient portfolio - aimed at achieving investors' goals.

Russell Investments has £240 billion* in AUM and works with over 1,800 clients globally, independent distribution partners and individual investors in 32 countries globally. As a consultant to some of the world's largest pools of capital, Russell Investments has £2.0 trillion in AUA, Assets traded around £1.9 trillion and managed 197 transition events representing £66.0 billion through its Customised Portfolio Solutions business.

Standard Life is a trusted brand, looking after peoples’ life savings and retirement for nearly 200 years.
Today, we proudly serve millions of customers, who come to us directly, through advisers, and through their employer pension scheme.
Standard Life is part of the Phoenix Group, the largest long-term savings and retirement business in the UK. We’re proud to be building on nearly 200 years of Standard Life heritage together.
Our products include a variety of Pensions, Bonds and Retirement options to suit your needs, as well as other ways to invest and save for the future. We’re proud to offer a leading range of sustainable and responsible investment options.
We also support our customers on their journey to and through retirement with comprehensive, easy-to-understand guidance. So you can invest in the right way for you, and plan a future you feel confident about.

In its 75th anniversary year, TPT Retirement Solutions is one of the leading UK’s workplace pension schemes, providing all the services needed for effective DB and DC pension scheme management, currently used by 60 schemes, with over 400,000 members and c.£13 billion in assets under management.