Providing the building blocks for more parties than you think
Author
Mithesh Varsani discusses the wide range of investment administration services Mobius Life provides to DB and DC pension schemes and other investment organisations.
The UK pension landscape is changing rapidly; increased consolidation, the arrival of aggregators and the emergence of new asset classes and investment strategies are creating opportunities and challenges for every organisation in the market.
A new standard of platform is needed to take advantage of these developments. And that’s where Mobius Life comes in. We provide the investment administration expertise, coupled with the flexibility to innovate, to enable our partners to power their solutions.
As a minimum you should expect your platform provider to support:
- Investment administration
- Transition management designed to minimise cost and out-of-market risk
- Rebalancing and switching
- Manufacturing blended funds with multiple hierarchies
- Life-wrapping funds
- Daily scheme valuations
Let’s take a snap shot of the more advanced capabilities we offer to DB and DC
schemes, master trusts, superfunds, fiduciary managers and asset managers:
- Smart-rebalancing to fully automate and simplify rebalancing
- Executing de-risking strategies and trigger-point monitoring
- Manufacturing more sophisticated structures including illiquid asset classes
- Zero-fee index funds
- Structured equity solutions
- Income-paying funds
- Specialist funds range
- Life company outsourcing
- Target date funds
- To-and-through retirement solutions
- ESG reporting
- Cost disclosure reporting
Can your platform do that?
We also bring the advantage of an independent perspective (see Adrian Swales’ recent post on independence). We are the UK’s largest independent institutional investment platform, so we are completely agnostic to solutions, asset managers and consultants. This means we can deliver best in class solutions without compromise.
And don’t forget, all of our services are available within a life company wrapper and as stand-alone non-life solutions. That means we can also serve asset managers and other organisations such as mutuals and friendly societies. Whatever our clients’ objectives, we provide the investment administration building blocks to help them succeed. If you’d like to find out more, call us today.
Mobius Life Limited 2nd Floor, 2 Copthall Avenue, London EC2R 7DA
t: + 44 (0)20 7847 3300 f: + 44 (0)20 7847 3399 w: www.mobiuslife.co.uk
Mobius Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales at: 2nd Floor, 2 Copthall Avenue, London, EC2R 7DA. Registered No. 3104978. For your security telephone conversations may be recorded.
