Punter Southall selects Mobius Life investment platform

01 September 2015

Life company platform offers efficient administration to defined benefit pension schemes.

Actuarial and investment consultants, Punter Southall, has selected Mobius Life as institutional investment platform provider following a competitive tender. Mobius Life will deliver made-to-measure investment administration and life company services to Punter Southall’s defined benefit pension fund clients.

Mobius Life’s investment platform will enable Punter Southall to deliver its agreed investment strategies to its defined benefit pension clients. Clients will benefit from a complete range of bespoke and blended funds, seamless investment administration and ongoing fund monitoring and rebalancing services. This will ensure that Punter Southall’s DB client’s schemes are on track to meet their long term obligations to members.

Pension fund clients will also benefit from highly cost-effective asset switching, transition management and de-risking solutions by holding their assets on the platform. All new investment funds and blended funds introduced onto the platform will benefit from Mobius Life’s platform structure.

Punter Southall advises defined benefit pension schemes with a total AUM in excess of £5.5 billion. Mobius Life will provide the implementation structure to enable Punter Southall to further develop its pension services it offers to its clients.

Steve Butler, Managing Director, Punter Southall Investment Consulting said: “Punter Southall is committed to helping schemes streamline their investment and governance approach, advising clients to focus on the issues that will have the most impact such as determining the approach for asset allocation and limiting the number of investment managers. However, getting the balance right between the costs and benefits of these decisions is always a challenge for trustees.

“This platform has the potential to revolutionise the way in which trustees interact and make decisions about their funds. Accessing this platform is simple, governance is effective and streamlined and there is no complicated transition process or management fees between funds.”

Adrian Swales, Chief Executive Officer, Mobius Life, said: “I am very pleased that Punter Southall has chosen Mobius Life as its institutional investment platform. Our platform is designed specifically for the institutional market. This means we can focus on delivering excellent, cost-efficient service to Punter Southall’s institutional pension fund clients.”




Media contacts for Mobius Life
Harriet Frank: 020 7847 3322 / [email protected]
Mike Lord, Lord Public Relations: 07831 401 311 / [email protected]

Media contacts for Punter Southall
Headland Consultancy
Paul Griffin: 020 7367 5243 / [email protected]
Bryony Sym: 020 7367 5241 / [email protected]

Notes to Editors:
About Mobius Life
Mobius Life 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. (www.mobiuslife.co.uk)

About Punter Southall Group
The Punter Southall Group was founded in 1988 and provides a unique range of financial services including actuarial, consulting, administration, employee benefits consulting, covenant assessment, independent financial advice and investment services for pension funds, corporates and individuals.


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