This quarter, we’ve seen the power of partnership in action. From supporting schemes to deliver their evolving investment strategies, to bringing the industry together at our Pensions Masterclass, we’ve been focused on helping pensions professionals navigate change and unlock opportunity.
In this edition, we reflect on our recent Masterclass event, showcase our latest insight videos, and look ahead to what’s next as we continue working together to drive value for schemes and deliver better long-term outcomes for members.
_________________________________________________________
Event Spotlight: Pensions Masterclass 2025
On 24 September, we brought together pensions professionals from across the industry for our most ambitious event to date - Pensions Masterclass: Smarter Solutions, Stronger Futures - held at the prestigious Royal Society in London.
The setting provided a fitting backdrop for a day of thought-provoking discussion, with keynote speeches from the Rt Hon Chloe Smith and Rotimi Merriman-Johnson (aka ‘Mr MoneyJar’) sparking powerful conversations around investment innovation, member outcomes and retirement readiness.
We’ll be sharing an event highlights video in due course, so stay tuned!
_________________________________________________________
Industry Awards
We’re proud to share that our collaboration with TPT Retirement Solutions and AllianceBernstein has been shortlisted for the Pensions Management Institute (PMI) Pinnacle Awards 2025.
Our joint entry, ‘Managed Income for Life’, has been recognized in the ‘Innovation in Investment Initiatives’ category. This new decumulation offering enables members to transition seamlessly into retirement, managing key risks on their behalf to minimize complexity.
We’re looking forward to the awards ceremony in November and are delighted to see this joint solution gaining industry recognition. Find out more about Managed Income for Life here.
_________________________________________________________
Summer Insights: Navigating the Evolving Pensions Landscape
Over the summer, we shared a series of insight videos exploring the challenges and opportunities presented by changes to pensions policy and evolving member needs. The pensions landscape is continually shifting, but through collaboration and innovation, schemes and providers can work together to navigate complexity and deliver better outcomes.
In these videos, we examine key areas of change and the role platforms can play in supporting schemes through them:
Thriving in an Evolving Market
With changes to pensions policy, consolidation trends and a sharper focus on value for money, schemes are facing new pressures—but also new possibilities. This video explores how flexible, future-ready platforms can support better governance, investment access and decumulation strategies.
Watch the video here.
Accessing Private Market Investments
As schemes seek diversification and long-term value, private markets are becoming increasingly important. This video looks at how platforms can support access, implementation and governance, helping schemes unlock new investment opportunities.
Watch the video here.
Offering Retirement Solutions
Retirement is changing. As member needs evolve, there’s a need for flexible, personalised solutions that reflect a range of different retirement journeys. This video explores how platforms can support access to drawdown, help manage volatility and deliver greater confidence in retirement.
Watch the video here.
_________________________________________________________
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 – with a particular focus on options that reflect the growing importance of sustainability and ESG integration. You can explore our latest offerings in the updated fund list here.
- AXA People & Planet Equity Fund: This equity fund invests in companies making a measurable positive impact on both society and the environment. It targets 3 specific outcomes that address key global challenges – energy transition, biodiversity protection and social progress – and has adopted a ‘Sustainability Impact’ SDR label. Find out more
- AXA Carbon Transition Sterling Buy and Maintain Credit Fund: Designed for long-term investors, this fixed income fund has an active management style and supports the transition to a low-carbon economy. It integrates ESG factors and climate-aware principles into a buy-and-maintain credit strategy and has adopted a ‘Sustainability Improvers’ SDR label. Find out more
- BlackRock LifePath Target Date Funds: BlackRock’s LifePath TDFs are designed to evolve with investors over time, adjusting asset allocation as retirement approaches. With options like LifePath Index, Dynamic Index, and ESG Index, these funds offer diversified, age-aware strategies that balance growth and risk to support consistent retirement spending. Find out more
_________________________________________________________
Looking ahead
As we move into Q4, our focus remains on working in partnership with schemes and their advisors to deliver meaningful outcomes for members. We continue to explore new ways to support trustees - most notably through an exciting collaboration that will harness the power of AI to enhance reporting and decision-making. We look forward to sharing further details later in the year.
We’ll also be welcoming new schemes onto the platform and continuing to share industry insights to support your journey. To stay connected, follow us on LinkedIn for all our latest updates and thought leadership content.