We help UK pension schemes uncover the total costs of running their pension scheme

An all-encompassing Cost Transparency Solution for UK Pension Funds delivered by UK Pensions Specialists

Our Successful Partnerships across Pension Schemes and Asset Managers

£336+ billion → We bring scale through the total number of pension assets benefitting from our cost transparency solution

2011 → We developed our solution that reflects over 11 years’ experience in cost transparency

2835+ → We collect data accross hundreds of funds and mandates covering equity, fixed income and alternatives

99.29% → We achieve very high success rates in collecting data from asset managers

252+ → We collect data from a large number of active, passive and private equity managers
 

Our Differentiated Approach:

Total Cost of Ownership → We bring scale through the total number of pension assets benefitting from our cost transparency solution

Value For Money → We developed our solution that reflects over 11 years’ experience in cost transparency

Blend of Technology and Hands on Analysis → We collect data accross hundreds of funds and mandates covering equity, fixed income and alternatives

Success Rate → We achieve very high success rates in collecting data from asset managers

Validation of Data → We collect data from a large number of active, passive and private equity managers
 

We believe that good Governance means a clearer picture on all costs

Our cost transparency solution is unique in that we look at the total cost of ownership. Pension scheme trustees can see all their costs in one place, helping them to deliver good governance.

Investment Management Costs   Transaction costs (including explicit and implicit fees) Management costs Ongoing charges Performance costs Borrowing and lending costs

Pension Management Costs   Admin and processing costs Advisory costs Executive costs Rent

Combining the power of hand-on Data Analytics with the flexibility and the knowledge of Pension Fund sector Experts

Unlike some cost transparency solutions, we believe that a more fundamental approach to data management and reporting is required.

Data quality matters: Cost transparency is driven by data, and lots of it. We’ve learned through experience that throughout the data collection phase, hands-on analysis and validation by Cost Transparency experts enhances automated data collection. It also helps to power the accuracy and robustness of information. We believe this is crucial to the integrity of the ‘cost transparency’ reports that we deliver to pension schemes trustee boards and investment committees.

Visualisation helps decision making: Discussions on costs can get complex quickly, especially when dealing with large sets of data. Creating actionable insights from the cost transparency data empowers decision making and deeper understanding. Our proprietary cloud-based visualisation dashboard helps bring cost transparency data to life, ensuring information can be easily interpreted and value for money can be readily assessed.

Supporting you every step of the way: We want to partner with you before and during the process of carefully collecting all cost transparency data. We then work with you to build reports that meet your scheme's requirements. Our focus on longer term partnerships means that there is always direct access to our cost transparency analysts and relationship teams.