Mobius Life wins Pension Age Innovation Award (Investment) 2021

Independent institutional investment platform, Mobius Life, won the Innovation Award (Investment) at the Pensions Age Awards 2021.

The prestigious awards, “reward both the pension schemes and the pension providers across the UK that have proved themselves worthy of recognition in these increasingly challenging economic times.” (SOURCE: PENSIONS AGE)

The award nomination highlighted Mobius Life’s innovations including:

• Manufacturing zero-fee index funds: We created a first for the UK market by working with Macquarie Investment Management to manufacture a zero-fee index fund for a major UK DC scheme.
• Establishing the UK’s first ‘diversified’ property fund for DC schemes with Aegon: We partnered with Aegon Asset Management to develop the UK’s first fund to provide a diversified exposure to the UK institutional property market for DC schemes.
• Creating an innovative Structured Equity solution with River and Mercantile: Mobius Life partnered with River and Mercantile in a first for the industry. DB schemes of all sizes can now structure a growth asset tailored to meet their specific requirements through a Structured Equity approach without being restricted by legal and governance paperwork and costs, and prohibitive minimum fees.
• Developing income paying funds to increase efficiency and reduce cost for cash flow negative DB schemes: We established a range of income paying funds on the platform, which can pay income directly into DB schemes’ bank accounts. This innovation means DB schemes with negative cash flow do not need to sell as many units to generate cash to pay benefits.
• Launching an ESG reporting service: We launched an ESG reporting service which collates asset managers’ ESG themes to help trustees complete their annual implementation statements.
• Rolling-out ‘Smart Rebalancing’ to automate and simplify the process: Mobius Life rolled-out an innovative ‘Smart Rebalancing’ approach in 2020 which fully automates the rebalancing process, reducing risk and cost for DB and DC schemes.

Adrian Swales, Chief Executive Officer, Mobius Life said: “We are delighted the Pensions Age Awards judges have recognised Mobius Life’s achievements and are very proud to have won the innovation (investment) award.

“This award marks us out as the UK’s leading independent institutional investment platform. We would like to thank our clients and their advisors for their support and our staff for their exceptional commitment to delivering an outstanding service to our clients.”

-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 in excess of £25 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 won the Institutional Pension Platform of the Year award at the 2019 and 2020 Professional Pensions Awards and the Pensions Age Innovation (Investment) Award 2021.