National independent wealth management business and employee benefit consultant, Ascot Lloyd, has selected Mobius Life as institutional investment platform provider for its employee benefits business.
Mobius Life’s investment platform enables Ascot Lloyd to deliver its agreed investment strategies to its defined contribution pension clients. Clients benefit from a complete range of bespoke and blended funds, seamless investment administration and ongoing fund monitoring and rebalancing services.
Ascot Lloyd manages client assets of £2.2 billion. Its employee benefits business provides pensions administration and employee benefit services to businesses with between 100 and 10,000 employees. In August 2015 PFP Group, which includes PFP Benefit Solutions, joined Ascot Lloyd enhancing its employee benefits business.
Pat O’Hara, Managing Director, Ascot Lloyd said: “We provide employers with a complete range of employee benefit solutions including a Master Trust facility. The Mobius Life platform enables all our clients to benefit from more streamlined and efficient administration of assets.”
Adrian Swales, Chief Executive Officer, Mobius Life, said: “I am very pleased to welcome Ascot Lloyd to our platform. We are a completely independent business. This means that Ascot Lloyd will be able to develop solutions from a wide range of funds to deliver their clients investment strategies efficiently and cost effectively.”
-ENDS-
For further information, please contact:
Adrian Swales, Chief Executive Officer: 020 7847 3303
Mobius Life: [email protected]
Mike Lord: 07831 401 311
Lord Public Relations: [email protected]
Anthony Cornwell/Monika Witkowska: 020 3697 4200
Four Broadgate: [email protected]
Notes to Editors:
Mobius Life (http://mobiuslife.co.uk) is a UK life insurance company and institutional investment platform, established in 1996, with over £6 billion assets under administration. We deliver made-to-measure investment administration and life company services to DB and DC pension funds, asset managers and other institutions. We enable our clients and their advisers to implement their investment strategies efficiently and cost effectively.
Ascot Lloyd (http://www.ascotlloyd.co.uk) is a nationwide independent wealth management firm with 168 staff managing £2.2 billion from locations including London, Manchester, Wokingham, Cardiff, Rickmansworth, Harrogate and Wolverhampton. The Group provides financial planning services for personal and corporate clients ranging from the high net worth to those with smaller portfolios.
