From the day we established our investment only platform in 1998, we've been leading the way in the 21st century investment only market.
The story of our development comes under different parent brands, but one thing has never changed — our commitment to the continual growth and evolution of our investment only platform to meet the needs of our clients and their consultants.
This same platform, powered by the same highly experienced teams, has been with us from the start. And it's that continuity and commitment that has seen us become one of the largest investment only platforms in the market today.
It's also our ability to innovate. Ours was the first platform to deliver multi-tiered blended funds for clients. The first to offer Target Dated Funds as an option for clients' default funds. Today, we also offer access to a wide range of ETFs, ESGs and private market assets, because you've told us that's what you need.
The last twenty-five years or so have seen the world's economy go through some unprecedented difficulties, and yet we've continued to grow. We’re bold and ambitious and will continue to develop our platform capabilities to power our clients’ changing investment strategies in the years ahead.
Still growing and developing, delivering private market capabilities, robust LDI solutions and a new client reporting portal
Enhanced reporting capabilities include TCFD climate metrics data, ESG reporting and Value for Member assessments
Still growing and still improving, with £8.59bn under management, 400+ funds, and 60+ fund managers
Phoenix Group integrates with Standard Life Assurance Ltd
Platform purchased by Phoenix Group
Enhanced rebalancing capability
Introduction of Exchange Traded Funds
Awarded Best Institutional Platform at UK Platform Awards
Introduction of Target Dated Funds - we’re the first investment only platform to offer access
Platform purchased by AXA Wealth
Introduction of automation and rebalancing capabilities
Growth of joint ventures
