There are many complexities associated with investing plan assets. Whether you aim to grow, maintain your position, or de-risk, you are likely facing similar challenges: volatility, resource constraints and funding gaps.
Our Fiduciary Management solution is designed to help trustees and sponsors like you meet your funding objectives by supporting efficient investment decisions and providing timely, expert implementation techniques.
A dedicated, holistic approach to asset and liability management
In the Fiduciary Management model (also known as implemented consulting, delegated consulting or solvency management), we constantly keep the funding level in view through regular monitoring and reporting. When opportunities arise, you are equipped to move in line with the pre-defined goals of the scheme.
We aim to deliver:
- The agility to execute timely asset allocation decisions
- The time and freedom for trustees to focus on strategic issues
- Transparent pricing and potential cost savings
Proven track record
With a proven history of performance in bespoke fiduciary management, we are a specialist that’s accountable for achieving your goals. You benefit from our:
We’re one of the few fiduciary management specialists in the UK.
- Focus: We have two solutions for UK pension schemes—Fiduciary Management and Master Trust
- Experience: Leverage a 25-year heritage in fiduciary management globally and a 15-year history in Master Trust*
- Scale: Access an extensive team of more than 300 experts in corporate finance, pension finance, investment and actuarial work, managing over £65 billion of institutional assets globally*
Find out how we can help you navigate the complexities of pension scheme management.
*As at 30 June 2022.
This webpage contains marketing material about our fiduciary management service. This webpage does not represent impartial advice on this service. In certain cases, you are required to conduct a competitive tender process prior to appointing a fiduciary manager. Guidance on running a tender process is available from the Pensions Regulator.
A specialist provider
We utilise a combination of strengths unique to the Fiduciary Management marketplace and critical to pension scheme success. Download "Funding Level Management: SEI's Solutions for Defined Benefit Schemes."
This is a marketing communication. This webpage is provided by SEI Investments (Europe) Ltd (""SIEL""). SIEL is authorised and regulated by the Financial Conduct Authority. Financial Services Register Firm Reference Number (FRN) 191713. Registered office; 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. Registered in England and Wales – company number 03765319. This webpage is only for the intended recipient and should not be distributed further. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to date and complies with relevant legislation and regulations, no warranty is given and no representation is made as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The views and opinions in this webpage are of SEI only and are subject to change. They should not be construed as investment advice.