Governance
- The oversight of the quality and integrity of accounting and reporting practices, controls and financial statements
- Reviewing performance of the internal audit function and the independent auditors
- Taking a forward-looking perspective on risk matters
- The oversight, quality and performance of the Risk Management and Compliance functions
The ARC membership consists of three independent non-executive directors of Mobius Life Limited.
We commission BDO LLP to conduct an independent audit to test our compliance with the AAF 01/20 internal control framework principles. Our annual company audit is performed by E&Y. Both audits conduct detailed sample testing across all aspects of the investment platform, with particular emphasis on the investment administration function.
In line with good industry practice, we operate a three lines of defence model with appropriate monitoring of processes and controls provided by the risk and compliance functions and assurance on the effectiveness of those controls provided by internal audit.
Diversity of the governing body
Mobius Life’s governing body has a Board Diversity policy in place to ensure composition of the Board displays diversity in its broadest sense, to enable it to benefit from a range of perspectives, insights and challenges to support good decision making. Recruitment to the Board is made on merit whilst seeking to ensure diversity of thought and experience.
Reporting and disclosures
Stewardship policy
Corporate social responsibility
Mobius Life wins Institutional Investment Platform of the Year Award 2019
Author
Mobius Life won the inaugural Institutional Investment Platform of the Year Award at the Professional Pensions UK Pensions Awards 2019.
Independent institutional investment platform, Mobius Life, won the inaugural Institutional Investment Platform of the Year Award at the Professional Pensions UK Pensions Awards 2019.
Now in the 22nd 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.” (Source: Professional Pensions)
The award nomination highlighted Mobius Life’s innovation, exceptional performance, high levels of client servicing and growth over the year.
Highlights include:
- Simplifying LDI leveraging/deleveraging process for DB schemes
- Developing pre and post retirement solutions for the DC market and becoming the preferred supplier for master trusts and DC schemes requiring Target Date Funds and post retirement solutions.
- Working with KPMG Group Insure to enable smaller schemes to collaborate, so their collective funds are an attractive bulk annuity proposition.
- Delivering strong growth, taking on over 100 new pension schemes in the year.
Adrian Swales, Chief Executive Officer, Mobius Life said:
“We are delighted that the UK Pensions Awards judges have recognised Mobius Life’s exceptional performance and growth and would like to thank our clients and their advisors for their continued support. It is particularly pleasing to be recognised by an independent judging panel of our peers. This award marks us out as the UK’s leading independent institutional investment platform.”
-ENDS-
For further information, please contact:
Mobius Life, Mike Lord
E: [email protected]
M: +44 (0)7831 401 311
Notes to Editors:
Mobius Life (www.mobiuslife.co.uk) is a UK life insurance company and institutional investment platform, established in 1996, with c. £17 billion assets under administration. We deliver investment administration and life company services to DB and DC pension funds, asset managers and other institutions.
Mobius Life empowers investors to implement investment strategies efficiently in a cost-effective manner.
Mobius Life Limited 7th Floor, 20 Gresham Street, London EC2V 7JE
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: 7th Floor, 20 Gresham Street, London, EC2V 7JE. Registered No. 3104978. For your security telephone conversations may be recorded.
