Proud to be Part of Phoenix Group
We’re part of Phoenix Group, the UK’s largest long-term savings and retirement business. Together we share an aligned ambition to help every customer enjoy a life of possibilities. Working in partnership with our trustee clients and their advisors, we’re committed to helping customers save for their future and achieve the outcomes they deserve from their savings and investments.
Our role is to help you, through our investment-only platform, to create and maintain the bespoke investment solutions you need to turn this ambition into a reality.
Our agile team of specialists, supported by an expert investment operations team, works one-on-one with every client. That gives us the flexibility and adaptability we need to react to changes in the market, a clients’ business or to help deliver your next investment strategy.
We have close connections and established relationships with more than 70 fund managers. So as well as access to hundreds of funds, we are able to pass the benefits that come with those relationships on to you.
If we foresee an issue or an opportunity, we come straight to you. If you need to make a change to an investment strategy, you can speak directly to us. Phoenix CIS means personal service, active and responsive relationship management and bespoke solutions that meet clients’ needs, now and in the future.
Contact us to discuss your needsWhat we do:
We currently work with more than 70 fund managers and have around 500 funds on our platform. Importantly, though, your options are not restricted. The funds available through our platform are dictated by you, not us.
If you want to invest in a fund that’s not currently on our platform, we can add it quickly. We’re able to provide any combination of fund manager, asset class or fund to create the bespoke investment solution best suited to your — or your clients’ — needs.
That gives you access to hundreds of funds across all our fund managers. It means we can work with you to find solutions that match your current strategy, or help you develop a strategy that works for you.
Why work with us?
Quite simply, because we offer an unparalleled level of service, designed to make your life easier.
Our investment operations team have vast experience in working with clients, third party administrators and fund managers, and are fully equipped to ensure the smooth day-to-day operation of a client's scheme.
We have embedded straight through processing across our fully automated platform, with now more than 99.5% of all trades received in this way. And our team are always on standby to support administrators with placement, settlement or reconciliation queries on the remaining trades.
Real solutions through lasting relationships
Our goal is the same as yours — to achieve the best solutions possible for our clients. And we do that by creating direct, personal working relationships.
We pride ourselves on creating long term, strategic partnerships with both clients and consultants, ensuring we can deliver meaningful service through every part of the investment journey.
And we have strong, established links with more than 70 fund managers, which lets us offer access to the full range of asset classes and fund types that clients and their members need.
Stability and strength
Our investment-only platform launched in 1998 and has continuously grown and developed to meet our clients’ ever-evolving needs. Our business has not only survived, it has flourished, even during the global economic uncertainties of the last 25 years.
We're backed by the strength and stability of the FTSE 100-listed Phoenix Group, the UK’s leading lifetime savings and pension provider. Open book businesses like ours are an integral part of the Group's strategy for continuing to provide customers with the products and solutions they require, now and in the future.
Where we’ve come from
Phoenix Corporate Investment Services is part of Phoenix Group, and backed by more than 200 years of investment solutions and financial services expertise.