Defined Benefit Pension Plans

The recent past has been a turbulent period for defined benefit (DB) pension provision in the UK. A combination of new accounting rules, painful market conditions and changes in mortality have created extremely challenging circumstances for many pension funds. Sponsors have been increasingly forced to prioritise pensions in their financial planning.

At Fidelity, we know that successful pension funds need to manage short-term risks while aiming to deliver long-term returns. We offer a wide range of solutions to companies, local authorities and charities as they look for new solutions to work through the current funding challenges. Our investment products focus on delivering performance for the long term and include:

Global and UK fixed income
Global, UK and regional equities
Multi-asset and diversified growth strategies
Cash management

Global and UK fixed income

We have established a strong reputation in the management of institutional fixed income assets through our well defined investment philosophy, commitment to in-house research and rigorous and repeatable process.

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Diversified Growth

Our Diversified Growth Fund builds on our many years' experience of managing multi-asset portfolios. It offers access to a broad range of asset classes, through a "best of breed" approach incorporating external fund managers in a flexible fund structure.

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Global, UK and regional equities

We have developed a range of equity funds that enable institutional investors to benefit from our extensive research resources and the stockpicking skills of our investment management team.

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LDI

We are ideally positioned to help our clients with their Liability Driven Investment (LDI) requirements.

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Cash Management

We offer effective management of cash reserves through the Fidelity Institutional Cash Fund (ICF).

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