The market-leading institutional investment platform

Over 700 Defined Benefit and Defined Contribution pension scheme clients trust us to administer over £25 billion of their members’ assets.*
*at 31 December 2021

About Mobius Life

Mobius Life was established in 1997 and has serviced the UK pension market ever since. The Mobius Life brand was born in 2014, when the company was acquired by its management team and investors in a management buy-out, and the business concentrated on the provision of institutional investment platform services.

Both the name and logo of Mobius Life have been inspired by the Mobius strip – a simple yet extraordinary continuous one-sided form, typically compared to the infinity symbol. This represents our straightforward way of thinking and the wide range of investment solutions available to our clients.

Our approach

Fully focused

Our sole proposition is to provide the best solutions for pension schemes. Our independence means our entire focus is on creating value and the best outcomes for our clients.

Single global platform

Our clients benefit from one platform, one system and one team, without the burden of legacy systems, combined with a pragmatic, down-to-earth approach.

No conflicts of interest

We’re independent so we don’t have any bias towards ‘house funds’, thus eliminating any potential conflicts of interest.

Life-wrapped funds

We are a UK regulated unit-linked life insurance company meaning our clients benefit from tax-efficient ‘life-wrapped’ funds designed for UK pension schemes.

Exceptional governance

As a life insurance company, you can be confident we meet the extremely high governance standards required by the UK regulators.

Financial security

Our clients benefit from the security of our financial reserves which exceed the regulatory capital requirements.

Meet the team

Adrian Swales
Chief Executive Officer

Adrian joined Mobius Life in April 2011 and is Chief Executive Officer. He is a Fellow of the Faculty of Actuaries and has over 30 years’ experience in the industry. Adrian joined from Close Asset Management where he was Head of Investment Management and CEO of the Multi-Manager division.

Ian Dawkins
Chief Finance Officer

Ian is the CFO of Mobius Life, having joined in March 2019. He has worked predominantly within the financial services sector over the past 25 years since qualifying as a Chartered Accountant with BDO. Before Mobius Life, Ian was European CFO at AllianceBernstein.

Kevin Openshaw
Chief Operations Officer

Kevin is responsible for the operating environment and business risk framework at Mobius Life and has 30 years’ investment operations experience in the life and pension market. He joined Mobius in February 2018 as Business Implementation Director before moving to his current role in September 2019.

Rowena Scarbrough
Chief Risk Officer

Rowena joined Mobius Life in June 2020 as Chief Risk Officer, following roles at Prudential and M&G spanning risk and internal audit. Prior to this, Rowena spent 7 years at the Financial Services Authority and Prudential Regulation Authority, primarily working in the area of life insurance supervision.

Laura Catterick
Commercial Director

Laura is responsible for front office activities at Mobius Life, including oversight of client relationships. Before this role, she was the Chief Operating Officer, first joining the business in 2006. Prior to Mobius Life, Laura managed the dealing and pricing teams at CCLA Investment Management and Henderson Global Investors.

Craig Brown
Institutional Distribution Director

Craig joined Mobius Life in January 2015, following 25 years’ industry experience as a consultant and relationship manager. Craig is responsible for driving further growth in institutional client relationships and assets under management. Before joining Mobius Life, he held senior roles at LGIM and HSBC Investments.

Nick Gallimore
Strategic Development Director

Nick has over 30 years’ experience in financial services roles both overseas and in the United Kingdom. He joined Mobius Life in October 2010 from Liberty in South Africa and is responsible for Mobius Life’s strategic development and several key client relationships.

David Porter
Director, DC

David is responsible for setting and driving Mobius Life’s DC strategy and wider strategic proposition and solutions. Before joining Mobius Life in June 2021, David was Head of Investment Delivery and Strategic Partnerships at AllianceBernstein and has a career spanning more than 30 years in the industry.

Mithesh Varsani
Director of Investments

Mithesh joined the Mobius Life Investment Team in November 2009 and is a CFA Charterholder. He is responsible for strategic investment research, asset allocation and portfolio management and focused on working with clients and asset managers to understand their challenges and building investment solutions to improve outcomes.

Steve Robinson
Implementation Director

Steve joined Mobius Life in July 2016 as Head of Asset Transfers and currently assumes the role of Implementation Director. He has 25 years of industry experience, joining from BlackRock where he was Vice President responsible for designing, implementing, and managing asset transition business models.

Joshun Sandhu
Head of Investments

Joshun joined Mobius Life in October 2013 as an LSE graduate and is a CFA Charterholder. He is responsible for identifying and developing innovative solutions. Joshun manages strategic relationships with asset managers and service providers, while also working closely with clients to understand their needs.

Louisa Harding
Head of Client Relations

Louisa joined Mobius Life in November 2017 as Head of Client Relations, following 8 years at GPP covering client account management, operations and trade execution. She is responsible for the client reporting and servicing functions within Mobius and focused on understanding and delivering solutions to help meet client requirements.

Governance

As a regulated life company, Mobius Life has a rigorous corporate governance framework overseen by the board of directors.
The Audit, Risk & Compliance Committee (“ARC”) is responsible for:
  • 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.

Corporate social responsibility

We are committed to modelling the responsible corporate behaviours that our clients, employees, investors and other stakeholders rightly expect. Environmental, social and governance issues are considered at the most senior levels of our business and are acknowledged as an area for continuous focus and development.

“Transition onto the Mobius platform was straightforward. Managing our managers and strategy changes are faster, cheaper and well documented for audit. The recent introduction of their ESG monitoring has further helped in meeting the increasing compliance burden on trustees.”

Pete Godding, BESTrustees

Join our team

We are always on the lookout for talented individuals with a can-do mindset to join the Mobius Life team. To find out more about career opportunities at Mobius Life, please get in touch.