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Author: Evie Davies

Joshun Sandhu, Head of Investment Solutions & Partnerships | Mobius
Partnership

Joshun Sandhu: Powering innovation through partnership

First published on corporate-advisor.com

Pension providers are now looking beyond LTAFs when it comes to innovative private markets investments says Joshun Sandhu, head of investment solutions & partnerships at Mobius

 

Joshun Sandhu, Head of Investment Solutions & Partnerships | Mobius

 

Last week’s announcement that Smart Pension has made a strategic investment into two Octopus Energy Generation funds is more than just good news for clean energy, it also shows how UK pension investments are evolving. 

Backed by Rachel Reeves, the deal includes the UK’s first commercially funded ground source heat pump network in South Wales. This deal is about innovation, not just in energy markets, but through the way pension funds can now invest in these infrastructure opportunities.

These investment are not through LTAFs (Long Term Asset Funds). They are Luxembourg-domiciled vehicles, one open-ended and one closed, with no daily liquidity. In other words, this is the kind of structure most wouldn’t expect to see in a DC pension default. And yet here we are.

Making complex, alternative structures investable for DC defaults doesn’t happen by accident. It takes appetite, expertise and the technology to bring it all together.

 

Unlocking access through new thinking

Today, most large DC schemes invest through unit-linked insurer platforms. These platforms sit between the scheme and its investment options but most are vertically integrated, offering in-house private market solutions including LTAFs launched by their own asset management arms. This excludes access to a range of external strategies.

The result is limited choice, reduced competition, and innovation that struggles to scale. This is especially problematic as schemes move further into the more nuanced, higher-stakes world of private markets.

But this approach brings open architecture, conflict-free governance, and forward-thinking technology together, enabling a clean energy infrastructure deal like Smart’s to become part of a DC default fund.

 

Technology as the difference-maker

Behind the scenes, advanced fund technology does the heavy lifting. The ability to blend liquid and illiquid assets into a single vehicle that meets daily valuation and cashflow requirements is essential. What’s needed is an infrastructure that allows for automated rebalancing, intelligent top-ups to private markets and precise liquidity management. This keeps control where it belongs, rather than handing liquidity decisions to private market managers who are potentially not set up to handle them and who would charge a premium to do so.

When liquidity risk is managed centrally and intelligently, trustees can focus on strategy. They are free to choose from the broadest possible investment universe rather than being limited by legacy systems or conflicted commercial incentives.

 

LTAFs are not the only answer

The LTAF is a welcome step forward for the industry. But it is not the only option. Many of the barriers to accessing private markets do not stem from regulation, but from a lack of curiosity, limited operational flexibility, or an unwillingness to try new approaches.

Permitted links rules already allow for more than many platforms acknowledge. The problem is not necessarily with the rules themselves, but with how they are interpreted and applied. Too often, ambiguity becomes a reason not to act rather than as a signal to innovate.

With the right infrastructure in place, many high-quality, proven private market strategies can be implemented today. It requires collaboration, confidence, and a shared willingness to overcome the structural frictions that have held the market back.

 

Looking to the future

Trustees deserve more than a narrow set of pre-approved options. They should have the freedom to allocate to best-in-class strategies and the operational support to implement their decisions effectively.

When clean energy infrastructure can be included in a DC default fund, it shows that the aims of the Mansion House Accord and the Leeds Reforms are absolutely achievable.

The LTAF is part of the solution, but the journey does not end there. Real progress will come from an ecosystem that embraces experimentation, shares knowledge freely, and works across boundaries.

This is why we are celebrating the Smart Pension and Octopus Energy news. It’s a development driven by curious and collaborative minds and is helping turn bold ideas into real-world pension investment solutions.

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Laura Catterick, Commercial Director | Mobius
Investment Strategies

How open architecture life wrappers are redefining pension strategy

First published on pensionprofessionals.com

 

Laura Catterick says this evolving model can offer an attractive path forward

 

Laura Catterick, Commercial Director | Mobius

Image: Laura Catterick, Mobius: The future of pension investing will be defined by structures that are open, adaptable, and rigorously governed

Rethinking investment access – why open architecture and life wrappers are redefining pension strategy

In today’s complex and cost-sensitive investment environment, pension schemes and wealth managers face a challenging dilemma. We are all expected to deliver better member outcomes, reduce fees, meet increasingly rigorous regulatory requirements, and respond dynamically to market developments. These pressures are especially acute for mid-sized and smaller schemes, which often lack the resources and scale to compete with larger institutional investors.

A compelling solution is emerging at the intersection of open architecture platforms and the use of life company fund structures. Together, they are creating new pathways for trustees, wealth managers, and pension providers to deliver value, reduce friction, and align with public policy goals.

 

Delivering true investment flexibility

Conventional platforms are often encumbered by limitations. They rely on proprietary fund menus or are tied to the investment preferences of a sponsoring institution. This model restricts the ability of advisers and fiduciaries to curate truly whole of market strategies aligned with specific scheme objectives, whether that’s cashflow-matching for maturing DB schemes, or building diversified private market exposure in a DC environment.

Open architecture platforms stand in stark contrast. By giving clients access to a wide universe of fund managers, asset classes, and wrappers, they offer a far more flexible toolkit. Mobius, one of the leading UK examples, supports over 900 funds across accumulation and income mandates, from more than 80 asset managers. Its independence means there is no inherent bias toward particular strategies or asset managers. Selection is purely needs-based and client-led.

This model enables greater choice and better outcomes. Advisers can tailor portfolios using best-in-class solutions. Trustees can build governance-friendly, multi-asset blends with better fee transparency. And critically, both can respond more nimbly to macroeconomic change and emerging investment trends.

 

Expanding access through life wrappers

While open architecture creates optionality, life wrappers bring structure, simplicity, reduced costs and efficiency of execution. The life fund format – long used in insurance-based pension solutions – offers several key advantages for schemes and providers alike.

First, it enables tax-efficient investing, particularly for overseas assets. Mobius’ own analysis shows that unit-linked pension funds can significantly outperform comparable unit trusts, largely because of lower withholding taxes and reduced embedded costs.

Second, life wrappers provide a pooled vehicle through which even smaller schemes can access sophisticated strategies. Rather than bearing the operational and legal complexity of investing in private equity or infrastructure directly, schemes can gain exposure via the life-wrapped fund managed by an authorised provider. Mobius has played a key role in this space by helping launch and seed the first Long-Term Asset Funds (LTAFs), which are increasingly being integrated into blended funds and default DC solutions.

Third, life funds are fully regulated and benefit from strong governance. In the Mobius model, this includes due diligence on managers, liquidity assessments, valuation scrutiny, and oversight aligned with FCA and PRA standards. This gives everyone involved confidence while easing administrative burden.

 

Meeting the moment: policy, reform, and alignment

The UK pensions landscape is undergoing meaningful reform. The Mansion House Accord sets out a commitment to investing more in private markets and long-term productive assets. This is further supported by the Pensions Investment Bill, which seeks to remove barriers and encourage schemes to invest in ways that support UK economic growth.

These reforms align closely with the benefits offered by life wrappers and open architecture platforms. By making infrastructure, private credit, and growth equity funds accessible to a broader range of schemes, these structures unlock the potential for greater pension engagement with productive capital. Meanwhile, the ability to wrap complex assets in a regulated, tax-efficient format ensures alignment with both fiduciary responsibilities and permitted-link regulations.

This is not just about headline-grabbing reforms at the national level. For wealth managers and smaller schemes, it’s a question of capability. The policy direction is clear: pensions must play a more active and innovative role in the economy. But without the right infrastructure, it’s hard for smaller actors to participate. Mobius’ structure addresses this gap by combining institutional-quality oversight with operational simplicity.

 

A future-ready investment model

There’s a reason why life wrappers and open architecture are gaining traction not just in the pensions sector, but also among charities, endowments, and family offices. These models offer a powerful blend of regulatory certainty, cost control, and strategic flexibility. They support everything from passive equity allocations to bespoke private market mandates. They reduce the friction associated with custody, dealing, and tax. And they enable trustees and advisers to construct portfolios that are truly outcome-focused.

For private wealth managers, pension schemes, and product providers looking to improve client outcomes while managing their own regulatory risk, this evolving model offers an attractive path forward. It is cost-efficient, operationally light, and compatible with the long-term goals of both policymakers and savers.

The future of pension investing won’t be dictated by one-size-fits-all models or outdated platforms. It will be defined by structures that are open, adaptable, and rigorously governed. Those embracing open architecture and life-wrapped solutions today are positioning themselves not just for compliance, but for leadership.

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Hugh Cutler, CCO | Mobius
Defined Contribution

Unlocking value through diversification, decumulation, and infrastructure

First published on pensions-expert.com

 

Mobius’s Hugh Cutler explores how the defined contribution landscape has changed – and what pension schemes and providers must do to keep ahead of the curve.

 

Hugh Cutler, CCO | Mobius

Hugh Cutler, Mobius

 

The UK defined contribution (DC) pensions landscape is undergoing a transformation. The sector, once dominated by basic, liquid investments, is now facing demands for innovation, scale and retirement income solutions – and a growing desire from the government to contribute meaningfully to UK economic growth.

Driven by the combined forces of auto-enrolment, the decline of defined benefit (DB) schemes, pension freedoms, and the rise of master trusts, the DC market now supports more than 30 million people, if you count both active and deferred members.

Between trust-based schemes, contract-based arrangements and self-invested personal pensions, UK DC assets are approaching £1.5trn. This is no longer a marginal corner of the retirement system. It is the system.

With this growth comes a shift in expectations. This is shown through policy initiatives such as the Mansion House Accord, signed by 17 major pension providers that have expressed an intent, on a voluntary basis, to achieve a minimum 10% allocation to private markets across all main default funds in their DC schemes by 2030, with at least 5% of the total going to UK private markets.

The signatories have signalled a willingness to move beyond the constraints of short-term thinking. But meeting that ambition will require a collective effort to modernise both investment strategy and operational infrastructure.

 

Private markets are entering the mainstream

Three decades ago, when I began my career in pensions, diversification meant adding overseas equities to a portfolio anchored in UK blue chips and gilts. Today’s investment universe for DC schemes is far broader and more sophisticated.

Driven by the search for higher returns, inflation protection, and diversification, DC defaults are now expanding to include real assets, securitised credit, private equity and infrastructure. More recently, schemes have begun to explore exposure to venture capital, carbon removal strategies and even tokenised assets.

Much of this change has been enabled by scale. As DC pension schemes grow, they can support more complex, less liquid strategies that were previously inaccessible.

The Mansion House Accord has given this shift added momentum by offering political and regulatory support for including private markets in DC defaults. Schemes that are already implementing these strategies are showing how private assets can be introduced without breaching fee caps or undermining daily dealing requirements.

 

“There remains a significant gap between the leading master trusts and many contract-based or retail DC providers… Closing this gap will be essential if the benefits of diversification are to reach the broader population.”

 

Yet there remains a significant gap between the leading master trusts and many contract-based or retail DC providers, whose fund ranges remain dominated by traditional, highly liquid vehicles. Closing this gap will be essential if the benefits of diversification are to reach the broader population.

 

Decumulation is the next frontier

While much attention has focused on accumulation, a quiet revolution is also taking place in decumulation. With an estimated £200bn already in drawdown and the first generation of DC-only retirees approaching, the need for better income solutions is clear.

These retirees face an unenviable task. They must assess how long they are likely to live, estimate their retirement costs, and manage both sequencing risk and inflation exposure. Very few solutions on the market address these risks holistically. Even fewer do so at a reasonable cost.

As a result, we are beginning to see growing interest in decumulation strategies that resemble DB run-on portfolios. Unlike accumulation portfolios, which focus on growth, run-on strategies prioritise stability, income generation, longevity risk, and liability matching.

These approaches combine income-generating assets with inflation protection, using a wider range of instruments than most DC schemes currently allow. A decumulation default may eventually emerge as the natural next step for those leaving the accumulation phase.

 

Overcoming operational barriers

Despite the investment case for broader diversification and decumulation-ready portfolios, UK DC schemes still face unique and sometimes limiting operational requirements. Unlike DB funds, insurers or endowments, DC schemes must operate within strict constraints such as daily pricing, daily liquidity, and capped charges.

 

Person using a pointer to highlight a section of report on screen | Mobius

 

These features, while designed to protect members, can make it difficult to adopt complex or illiquid strategies. Many platforms and administrators are still configured around retail models that do not support modern portfolio construction. The result is often a narrow fund selection, higher costs, and a lack of flexibility.

Some of the UK’s biggest institutional DC schemes use scalable technology and flexible custody arrangements to help reduce costs, minimise cash drag and enable truly diversified portfolios.

What remains is for the rest of the industry to catch up. Contract-based providers in particular face significant legacy constraints but also a real opportunity to evolve. If the platform infrastructure can be modernised, it will open the door to a new generation of investment strategies that better serve both accumulation and decumulation phases.

 

Building better retirements through collaboration

Private markets, real assets and income-generating strategies have long been used by DB schemes and insurers. The challenge for DC is not invention but adoption.

This requires collaboration. Product providers, platforms, advisers, consultants and regulators must work together to find solutions that meet regulatory requirements while offering members better outcomes. That includes being open to shared infrastructure, pooled vehicles and standardised reporting frameworks that reduce operational friction.

The structural foundation matters too. A life fund structure can bring benefits to help meet the operational and compliance needs of DC schemes, especially within default arrangements. Life wrappers also support smoother administration, better pricing aggregation, and alignment with charge cap requirements.

Together, these features allow schemes to build portfolios that are institutional in quality but operationally practical for a DC environment.

To achieve this, the industry must be willing to move beyond legacy models. Much of the complexity in DC investing is not technical, it is cultural. When we draw on the experience of schemes that have already made this shift, we unlock an era of investments unbound, where portfolios are built not by what has always been done, but by what delivers the best member outcomes.

The Mansion House Accord has set a clear direction. The task now is to turn ambition into implementation. If we succeed, millions of savers will enter retirement with more resilience, greater flexibility, and better financial futures.

 

Hugh Cutler is chief commercial officer at Mobius.

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Laptop on desk in office | Mobius
Pension Strategy

Breaking the Retirement Mould: New Approaches for Member Success 12 December 2024

Read time: 4 mins

Welcome to Mobius’ new series exploring how pension schemes can deliver better outcomes for their members. Spoiler: they might need to invest differently.

From private markets and new investment vehicles to the transformative power of technology, we’ll explore how pension schemes can evolve to meet modern members’ needs. In this first article, we look at why traditional pension approaches are no longer fit for purpose and explore how private markets could transform member outcomes.

Pick up any retirement brochure and it will invariably feature an elderly couple walking on a beach with a dog. But a new breed of scheme member is tearing up this image. Retirement is no longer a destination, reached by a single road.

Members now save at varying levels, retire at different times and have different ideas about how to spend the final third of their lives. They need investment solutions that are as flexible and varied as they are.

While needs have become progressively individual, investment solutions often cater to the masses. Many investment management tools were forged in a world of final salary pensions where people uniformly placed their carriage clock on the mantelpiece at 65. That world has gone. A new world of possibilities is rising in its place.

Regulations Bring Challenge and Opportunity

Existing and incoming regulations signal a new direction. Schemes are obliged to consider the impact their investments have on people and the planet. Incorporating illiquid assets and infrastructure investments into defined contribution (DC) schemes is now a must. Stipulations to invest in the UK promise to stoke homegrown companies. Even though pension schemes have few avenues to do so.

At the same time, consumer duty demands that pension schemes look beyond mere cost to focus on member experience, choice and value for money. The new law asks that pension schemes deliver ‘good outcomes’ for members. A noble concept that is tricky to define, quantify and evaluate.

While these requirements have good intentions, they inadvertently threaten to put pension schemes in a box at a time they need to be thinking outside one. There is a critical mismatch between what members and regulators demand, and what pension schemes can achieve with the tools at their disposal. New solutions are urgently needed to navigate this shifting landscape. The good news is that many already exist.

Investment solutions to improve member outcomes are already circulating in the pensions universe. All too often they are disconnected, out of reach or remain ideas that haven’t been rendered into reality. But they are achievable with the right people, technology and spirit. We know because we deliver them every day.

Change Will Be Driven by Private Capital

“Private markets have historically been off limits for DC schemes, stifling diversity and potentially handsome, stable returns for members.” – Mobius

While there is no consensus on what a ‘good outcome’ is, it is often linked to better returns. That’s why one of the biggest conundrums is how to give DC schemes better access to the lucrative private markets. Private markets have historically been off limits for DC schemes, stifling diversity and potentially handsome, stable returns for members.

Vast swathes of the world’s fastest growing companies aren’t publicly listed. In fact, nearly 90% of established businesses and commercial real estate around the globe are privately owned. By shunning private markets, pension schemes are resisting opportunities that span different geographies, sectors, and risk appetites. This includes companies operating in tantalising areas such as digitisation and climate tech. As the winds of change blow across developed economies, these companies may leave their publicly listed peers in the shade.

Meanwhile, the world of listed companies is shrinking. While savers are still partial to the stock market, companies are less keen. The number of companies going public has been dwindling around the globe. In the UK, some 2,700 were listed on the London Stock Exchange in 1996. By the end of 2022, this figure had tumbled 60% to 1,100.

Engines of change such as AI will be fueled by private capital. Private markets are perfectly placed to benefit from the structural changes that are reshaping the world we live in. Pension members can’t be denied access to some of the world’s most exciting, and potentially very lucrative, opportunities.

This is Part 1 of our series on improving member outcomes. In Part 2, we’ll explore how new investment vehicles are opening up private market opportunities for pension schemes, followed by deep dives into technology’s role in transforming pensions, member engagement strategies, and innovative approaches to decumulation.

If you would like to discuss any of the points raised in this insight or would like to learn how Mobius can assist you further we would love to hear from you.

Speak to a member of our team

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Hugh Cutler, CCO | Mobius
Defined Contribution

Navigating the Decumulation Dilemma: Watch Hugh Cutler’s Presentation

Back in October, our Chief Commercial Officer, Hugh Cutler took part in a webinar hosted by The Virtual Panel.

Continue reading →
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James King, CTO | Mobius
Mobius Team

James King Appointed as New Chief Operating Officer at Mobius

London, UK – June 19, 2024 – Mobius, the market-leading institutional investment platform, is pleased to announce the appointment of James King as its new Chief Operating Officer. James brings a wealth of platform experience working across start-ups, scale-ups and global financial institutions and has a proven track record of innovation and leadership in the financial services industry.

With over two decades of experience, James has held senior positions at several prominent financial institutions, demonstrating expertise in operational excellence, strategic planning, platform innovation, and team leadership. His extensive knowledge and innovative approach make him a valuable addition to the Mobius team.

“It’s fantastic to welcome someone of James’s calibre and experience to Mobius.” said James Finch, CEO of Mobius. “His appointment demonstrates how crucial our operations, change, and technology teams are to the success of the business and underlines our ambition to accelerate growth and develop the Mobius platform for the benefit of clients.”

“James has a proven track record of innovation and transformation in start-ups, scale-ups, and global financial services firms. His appointment is a huge win for Mobius and I look forward to James helping us continue to delight our clients and partners.”

James King expressed his enthusiasm about joining Mobius, stating, “Joining Mobius as the new Chief Operating Officer is a tremendous opportunity. I am thrilled to be part of such a dynamic and innovative company, and I look forward to working with the talented team here to drive continued growth and success.”

Find out more about Mobius here.

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UK Pensions Awards Institutional Investment Platform Provider of the Year 2024 | Mobius
Awards

Mobius Triumphs Again: Wins UK Pensions Awards ‘Institutional Investment Platform Provider of the Year’ for Sixth Consecutive Year

Mobius has once again won ‘Institutional Investment Platform Provider of the Year’ at the UK Professional Pensions Awards. This marks the sixth consecutive year that Mobius has won the award, underscoring its commitment to platform excellence and innovation.

“We are incredibly proud to receive this award for the sixth year in a row,” said James Finch, CEO of Mobius. “To win this award time and time again, competing against some of the largest financial firms in the UK is a testament to the team’s hard work and our passion to keep innovating for our clients.”

Now in its 27th year, the UK Professional Pensions Awards celebrate excellence and innovation in the pensions industry and were presented at a gala event attended by leading figures in the pensions and investment sectors.

The award for ‘Institutional Investment Platform Provider of the Year’ was judged based on three main criteria: innovation, performance, and client servicing. Before the award win, the judges commented: “Mobius shows its clear focus on clients first – understanding their needs and challenges to drive its proposition and service forward.”

Find out more about Mobius’ award-winning platform here.

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Mobius | Smart Pension
Partnership

Smart Pension and Mobius announce strategic partnership

Tech-led workplace pension provider Smart Pension appoints award-winning platform Mobius to accelerate growth and drive next phase of investment strategy

Smart Pension, the UK’s tech-led workplace pension provider, today announces a strategic partnership with leading institutional investment platform and solutions provider Mobius. As part of the partnership, Mobius now provides the investment platform for Smart Pension’s £5bn Assets Under Management (AUM) and 1.4 million member-strong pension scheme, following the successful implementation onto the Mobius platform.

The appointment will connect Smart Pension’s ambitious growth plans with Mobius’ award-winning portfolio administration technology and expertise to drive the next phase of Smart Pension’s investment strategy. It will deliver the flexibility and choice required to continue building a market-leading investment proposition for Smart Pension members, including meeting its 2040 net zero target and offering more innovative public and private market investments and solutions.

Smart Pension and Mobius are closely aligned in their commitment to innovation and fintech, opening up the full extent of technology-led solutions and investment possibilities.

Smart Pension serves over 1.4 million members in the UK with fast, secure and sustainable workplace pensions. Mobius’ flexible platform allows clients to develop and deploy bespoke investment solutions, combining strategies from the world’s leading asset managers, including access to private market assets.

Paul Bucksey, Chief Investment Officer of Smart Pension, said:

  • “This partnership with Mobius will contribute to our growth strategy in the UK as well as bringing flexibility and enhancements to our market-leading investment proposition. This includes our 2040 net zero target and our ambition to provide a well diversified portfolio across public and private markets. We’re confident that in Mobius we’ve found the best partner that will bring enhanced capability for our members and we look forward to working together.
  • “We’re very proud of our fintech heritage at Smart Pension and this collaboration embodies what’s possible when two leading fintechs come together to develop the best pension solution for members.”

James Finch, CEO of Mobius, said:

  • “Our appetite to innovate for our clients directly matches with Smart Pension and this is a fantastic opportunity to support their ambition to continue providing a market-leading pension offering to their members.
  • “As Mobius celebrates its 10-year anniversary of innovation in investment administration and solutions, we are delighted to welcome Smart Pension to the Mobius platform.
  • “Our appetite to innovate for our clients directly matches with Smart Pension.  We are thrilled to be working in partnership to further develop their pension proposition to deliver better outcomes for members.”
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Children playing with building blocks | Mobius
Investment Strategies

LDI on platforms – does one size fit all?

Following the Liability Driven Investment (LDI) turbulence last year, there have been multiple interventions from regulators and parliamentary committees to understand the causes of the spike in collateral calls – and work is still underway which is likely to see further regulation of the sector.

Despite the noise surrounding LDI, it is interesting to note that the basic concept of pension schemes matching their assets and liabilities continues to make sense. The questions now are far more about the use of leverage, the need for collateral buffers and whether leveraged LDI remains appropriate for all schemes.

In reality there are still a huge number of UK schemes using LDI as an integral part of their investment strategies as DB schemes mature – and as the dust settles, demand remains for DB schemes to access high quality LDI funds to meet their needs.

We all know that pension schemes have different investment strategies and approaches to meeting their obligation to pay members’ pensions.  Some schemes are better funded than others, some are more mature with different cashflow profiles, and an increasing number are on a flightpath to buy in/buy-out.

This inevitably means there is a demand for a wide range of different styles of LDI funds with different investment strategies.

That’s why the team at Mobius seek to provide exposure to LDI funds from several managers via the platform.  We believe we are unique in that we currently host over 100 LDI funds on the platform across 5 LDI managers.

Not all platforms have this breadth of LDI offerings and restrict schemes to a narrow portfolio of LDI funds or even only to in-house funds.  We believe this approach reduces choice and flexibility and is another reason why schemes continue to choose Mobius as their investment administration provider.

Thank you for reading this blog, to find out more about Mobius, please visit our home page.

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Institutional Investment Platform of the Year | Mobius
Awards

Mobius wins Professional Pensions Institutional Investment Platform Provider of the Year award for fifth successive year.

We are delighted to have won the Professional Pensions Institutional Investment Platform of the Year Award at the UK Pensions Awards 2023. This is an unprecedented fifth year in succession that Mobius has won the award.

Now in the 26th year, the prestigious awards, “shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members and have done the most to improve this over the past year.”

The award highlights Mobius’ innovation, exceptional performance, and outstanding client servicing. Highlights include:

  • Automating TCFD reporting
  • Introducing climate modelling to support TCFD reporting
  • Breaking down barriers to make real assets available to DB schemes
  • Introducing a ‘waterfall’ LDI collateral management process
  • Developing a ‘low governance’ solution for DB schemes
  • Enabling access to private markets for DC schemes
  • Manufacturing a global equity default with downside protection
  • Creating funds to power a Fiduciary Manager’s core proposition
  • Powering a new master trust delivery model
  • Building ‘to-and-through’ retirement solutions

 

We’re excited the UK Pensions Awards judges have recognised our achievements and we are proud to have won the award five years running.  It is particularly pleasing to be recognised by an independent judging panel of our peers.

This award again marks us out as the UK’s leading independent institutional investment platform.  We would like to thank our clients and their advisors for their support and the Mobius team for their exceptional commitment to delivering an outstanding service to our clients.

Thank you for reading this blog, to find out more about Mobius, please visit our home page.

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