Awards

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.

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.

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The award nomination highlighted Mobius’ innovations including:

• Manufacturing zero-fee index funds: We created a first for the UK market by working with Macquarie Investment Management to manufacture a zero-fee index fund for a major UK DC scheme.
• Establishing the UK’s first ‘diversified’ property fund for DC schemes with Aegon: We partnered with Aegon Asset Management to develop the UK’s first fund to provide a diversified exposure to the UK institutional property market for DC schemes.
• Creating an innovative Structured Equity solution with River and Mercantile: Mobius partnered with River and Mercantile in a first for the industry. DB schemes of all sizes can now structure a growth asset tailored to meet their specific requirements through a Structured Equity approach without being restricted by legal and governance paperwork and costs, and prohibitive minimum fees.
• Developing income paying funds to increase efficiency and reduce cost for cash flow negative DB schemes: We established a range of income paying funds on the platform, which can pay income directly into DB schemes’ bank accounts. This innovation means DB schemes with negative cash flow do not need to sell as many units to generate cash to pay benefits.
• Launching an ESG reporting service: We launched an ESG reporting service which collates asset managers’ ESG themes to help trustees complete their annual implementation statements.
• Rolling-out ‘Smart Rebalancing’ to automate and simplify the process: Mobius rolled-out an innovative ‘Smart Rebalancing’ approach in 2020 which fully automates the rebalancing process, reducing risk and cost for DB and DC schemes.