As we wrap up an exciting quarter and another successful year, we’re proud of the progress we’ve achieved as a business and the impact we’ve delivered – driven by our commitment to improving outcomes for our clients and their members.
In this edition, we reflect on key highlights from Q4 – from client success stories and industry events, to media features and award nominations. Thank you for your continued support as we look to build on this momentum in the year ahead.
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Client Success Stories: Showcasing Impact
This quarter, we’ve shared videos from our clients that demonstrate how we’re helping them deliver their evolving investment strategies. These stories highlight the flexibility of our platform and the collaborative approach that drives meaningful change.
Opening Private Markets to DC Members
Discover how Schroders used our platform to integrate a climate-focused LTAF into their DC default, giving members access to private markets with diversification benefits and long-term growth potential.
Redefining Retirement with Target Date Funds
See how we supported TPT to evolve its Target Date Fund strategy to keep savings invested and growing while providing an income for members in retirement.
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Partnering for Smarter Governance
In October, we joined Capita at the Pensions UK Annual Conference to support the launch of Capita Arc - a digitally enabled governance solution that integrates our investment reporting with Knowa’s AI-powered governance tools. This collaboration marks an important step towards simplifying trustee governance and supporting stronger scheme oversight.
“Phoenix CIS is embracing innovation to help our clients modernise trustee governance. By integrating investment reporting with Knowa’s platform, they’re enhancing transparency, reducing complexity, and supporting better decision-making.”
Ben Kwai, Head of Actuarial and Investment, Capita Pension Solutions
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Industry Events
This quarter, we’ve also been active across key industry forums – sharing insights and supporting initiatives that will help shape the future of pensions.
In November, Head of CIS Jess Williams joined the private markets panel at the PMI Investment Conference, where she highlighted the role of platforms in opening up access to private markets for DC schemes – helping deliver long-term value for members.
She also attended Invesco’s DC Exchange at Claridge’s, an event that brought together leading industry stakeholders to explore the challenges and opportunities shaping defined contribution pensions today and in the future.
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Industry Recognition: Celebrating Innovation
We’re delighted to share that Phoenix CIS is a finalist in the Innovation (Investment) category at the Pensions Age Awards 2026.
Innovation sits at the heart of everything we do - driving solutions that anticipate change and help schemes stay ahead. This recognition reflects that ongoing focus and our drive to keep pushing boundaries.
The winners will be announced in March, and we’re proud to be among such strong contenders for this prestigious award.
View the full shortlist here.
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CIS in the Media
This quarter, Phoenix CIS has featured prominently across leading industry publications, sharing perspectives on delivering flexible decumulation solutions, the innovations behind our award-winning platform, and what leadership looks like in times of change.
Delivering Decumulation Solutions
In Pensions Age (October), Jess Williams discussed how we helped TPT implement its Managed Income for Life default decumulation solution.
Read the article here.
Award-Winning Platform Innovation
In Professional Pensions (November), we explored why Phoenix CIS was named Institutional Investment Platform Provider of the Year at the 2025 UK Pensions Awards.
Read the article here.
Future-Focused Leadership
In PMI Pensions Aspects (December), Jess Williams reflected on winning Leader of the Year at last year’s Pinnacle Awards, and shared how Phoenix CIS continues to push boundaries in platform innovation.
Read the article here.
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Throwback to our Pensions Masterclass – Watch the Highlights Video
In September, we hosted Pensions Masterclass: Smarter Solutions, Stronger Futures, bringing together leading voices from across the industry to explore the future of pensions. The event featured insightful discussions on innovation, investment strategies, and member outcomes.
Catch up on the key moments in our highlights video, which you can access here.
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Looking Ahead
As we move into 2026, we’re excited to welcome new clients onto the platform in Q1 and to continue broadening access to institutional life funds and institutional-strength platform capabilities - bringing efficiency, scalability, and cost benefits to an even wider range of investors. Our focus remains on working in true partnership with our clients and their advisers for the long term, helping members secure stronger financial futures.
Wishing you all a wonderful festive season and a happy, successful New Year. Here’s to an exciting year ahead - we look forward to achieving even more together in 2026!
