Investment Platform

Mobius Life operates an investment platform that allows advisers and trustees of UK institutional pension schemes to manage their assets efficiently.

Pension schemes can access the wide range of funds available on the investment platform. Schemes that require guidance can use the Mobius governed fund range 'ToolKIP'. This option enables a scheme to access a considered range of funds, which are actively researched and governed by our team of investment research professionals.

The key features of the Mobius investment platform:

  • Open architecture with access to a wide range of funds
  • Flexibility to add new funds
  • Consolidated scheme valuation available daily
  • Flexible approach to the collection of fees
  • Opportunity to blend funds and create a single unit price
  • Option to monitor and implement de-risking triggers
  • Automatic fund and scheme rebalancing
  • Same day fund switching, minimising out of market exposure
  • Efficient transition management for on-boarding new clients