Providing solutions to advisers of DB pension schemes

Mobius Life offer a range of solutions tailored to meet the needs of the advisers and trustees of defined benefit pension schemes.

Consolidated valuation and reporting

We create a daily valuation of a scheme’s assets, simplifying the monitoring requirements.

Funding level tracking and monitoring

We work with advisers and trustees to develop and monitor a scheme specific flight path based on pre-determined parameters.

Bespoke funds

We create bespoke growth and protection funds to meet a scheme’s specific objectives, supported by providing detailed quarterly investment reports.

Trigger implementation

Based on each scheme’s unique requirements, we implement and monitor a trigger framework to determine the best opportunities to execute asset switches.