Elevating a wealth manager's pension proposition

A wealth manager wanted to sharpen its competitive edge.

The manager knew their pension offering needed improvement. Better returns, lower costs, more choice – these were the fundamentals to differentiate themselves in a crowded market. But they also needed operational streamlining to support growth without adding complexity. The right partner could unlock all of this. We were ready to deliver.

We got under the bonnet of their existing proposition.

Through collaborative workshops, we mapped their current offering and identified clear opportunities for enhancement. We also put our scale to work – leveraging our investment manager relationships to unlock institutional pricing that wouldn’t otherwise be accessible to them.

A comprehensive, cost-efficient multi-asset suite.

Their legacy SIPP platform had relied on a basic portfolio of ETFs and index funds. We proposed a full range of low-cost, tax-efficient multi-asset funds designed to meet the varying needs of their client base. We worked closely with their technology and member administration teams to develop a streamlined operating model that would support a more sophisticated approach.

A market-leading proposition, built for growth.

The wealth manager now has a pension offering that stands out. They’re growing quickly and already benefiting from our platform’s flexibility. We’re working with them to add more sophisticated strategies – securitised credit, factor equities, private markets – as their ambitions evolve.

Superior client solutions and improved margins.

Their clients now have access to low-cost, institutional-quality investments that compete with the best in market. The wealth manager has improved their own margins through increased operational efficiencies. With a differentiated proposition and the flexibility to innovate, they’re positioned to win new business and retain existing clients in an increasingly competitive landscape.