Investment Solutions

Trustees may wish to "unbundle" investment and administration services and appoint separate providers for their DC Pension plans. Investment only solutions, require an extensive investment menu, flexible investment solutions, comprehensive investment reporting and smooth operational processes.

The Fidelity difference

• Wide range of DC Funds managed by Fidelity and other leading investment managers covering active and passive management styles across a broad spectrum of sectors, regions and risk profiles
• Flexibility for plan sponsors to create their own investment menu to suit their requirements, offering employees our full range, a selection of funds, or a core and satellite investment selection
• We offer blended funds combining funds from different managers. These "tailored" funds can be modified, with underlying funds being added or removed on request over time. White labelled client specific funds are also available, reflecting client branding
• Strong working relationships with the UK’s major third-party administrators with efficent processing of transactions and information predominantly through seamless Straight Through Processing
• Scheme specific investment reporting and fund information presented in a consistent format across all funds and managers is standard, including for client specific funds
• PlanViewer website, with online educational tools, market news and fund factsheets available for members and Trustees

Fees

Fees are determined on a case-by-case basis and will depend on the profile of the Plan and the funds selected. For information about Fidelity's fees, please contact us.