Momentum is building as we move through 2025, and Q2 has been another strong quarter for the Phoenix CIS team. We’ve continued to deliver for our existing book of clients, whilst successfully onboarding a number of new clients and partnerships. We’ve also introduced key innovations to further enhance our platform offering. CIS continues to grow, and we remain focused on driving value and building trusted, long-term relationships across our client base.
There’s plenty to share from the past few months – read on to see what we’ve been up to…
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Institutional Investment Platform Provider of the Year!
We’re thrilled to share that we’ve been named Institutional Investment Platform Provider of the Year at the 2025 UK Pensions Awards!
This award recognises the dedication of our team and the strength of our partnerships with clients. It reflects our ongoing commitment to delivering innovative, high-quality investment solutions that help pension schemes meet their long-term goals.
A huge thank you to our clients, partners, and colleagues who make achievements like this possible - we couldn’t have done it without you!
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Launching the Climate+ LTAF in Schroders’ DC default
This quarter, we supported the Schroders Retirement Benefits Scheme (SRBS) to add the Climate+ LTAF to its DC default strategy. Members now have access to a diversified mix of private market assets with enhanced long-term return potential and a strong sustainability focus.
You can read the full case study here.
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Supporting TPT’s mission to secure member futures
We’ve also been hard at work supporting TPT Retirement Solutions to launch its new decumulation offering for DC Master Trust members, providing them with a Managed Income for Life. The solution addresses key retirement risks, including sustainability, inflation, market volatility, and longevity risks, helping members enjoy more stable, lasting income.
You can access the case study here.
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Industry events
Earlier this quarter, Head of CIS Jess Williams joined a panel of experts at the Pensions Age DC & Master Trust roundtable to reflect on a potential period of change for the market – and to discuss how we can ensure any changes are in the best interests of members. You can read the full write-up on pages 110-119 of the May edition of Pensions Age.
Jess also represented Phoenix CIS at a roundtable discussion with Professional Pensions, focusing on the evolution of DC investments – in particular how schemes are investing in private markets. You can read the write-up in full here.
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New fund launches
We’ve launched a number of new funds this quarter to ensure our clients have access to the right investment options as their strategies evolve. You can explore our latest offerings in the updated fund list here.
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CIS hit the track for a great cause – again!
For the third year running, the CIS team laced up their trainers and took part in Race for Life, running, jogging or walking the Battersea Park 5K. We were thrilled to be joined by clients, colleagues and partners, all coming together to support a truly worthwhile cause. A huge thank you to everyone who took part and helped make the event such a success!
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Looking ahead
We’re excited about what’s to come in the second half of the year, as we continue collaborating with clients on a wide range of forward-looking projects. From supporting evolving investment strategies to enhancing member outcomes, we’re focused on delivering smarter, more resilient pension solutions that meet the needs of a changing world.
With this in mind, we’re thrilled to announce our upcoming event on Wednesday 24 September in London – Pensions Masterclass: Smarter Solutions, Stronger Futures. This will be an opportunity to delve into some of the most current topics impacting the industry right now, as well as those that are likely to shape the future pensions landscape. Please contact our marketing manager for more information or to request an invitation: [email protected] .
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