We are LGIM, the global asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. Legal & General Investment Management is one of Europe’s largest asset managers and a major global investor, with assets under management of £1,122 billion*.

*Source: LGIM internal data as at 30 June 2024. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings. The AUM includes the value of securities and derivatives positions.

Aon exists to shape decisions for the better — to protect and enrich the lives of people around the world.
Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.
Aon is in the business of better decisions

We are one of the UK’s leading Insurance, Wealth, and Retirement businesses, our purpose is to be with you today for a better tomorrow.

We’re here for our customers when it really matters. We help them make the most of life. Because at Aviva, we understand that what you do today creates what is possible tomorrow.

Our customers are making choices about the most precious aspects of their lives. How to look after their family, their health, how to save and invest their money and how they’ll pay for the life they want as they get older. We want to be the best possible partner, every step of the way.

We’re committed to the workplace benefits market and continue to significantly invest in our platforms through a controlled and considered range of ongoing enhancements. This ensures we exceed the expectations of our customers and distribution partners, now and in the future.

Capita Pension Solutions is one of the UK’s leading pension firms. We partner with clients to provide an unrivalled breadth of services across Pension Administration, Actuarial, Consulting, Data Solutions, Engagement and Education. We’ve been looking after people’s pensions for 50 years, across pension schemes of all shapes and sizes.

Our broad range of services means we’re perfectly positioned to support clients, whatever their challenge. Our teams use their experience, insight, expertise, and the latest technology, to deliver personalised end to end solutions to meet all our clients’ pension needs.

EY-Parthenon provide trustees and employers with a broad service across the life of a pension scheme, from benefit design to risk transfer. The EY-Parthenon industry professionals work with clients to navigate complexity, offering covenant and pensions advice that benefits from access to our wider industry and sector knowledge.

The EY teams’ consulting-based approach aims to help achieve the best outcomes for the clients’ pension schemes and their members. EY client portfolios range from schemes under £5m up to some of the biggest pension schemes in the UK, at over £10b in size.

Goldman Sachs Asset Management seeks to provide clients globally with a dedicated partnership and focus on long-term performance.
As the primary investing area within Goldman Sachs, we deliver investment services for leading institutions, aiming to draw upon our deeply connected global network and tailored expert insights, across every region and market – overseeing over £2 trillion in assets under supervision worldwide.
Goldman Sachs Asset Management has provided OCIO services globally for decades, with over 160 clients and £292bn+ assets under management, we believe our platform is scalable to meet the needs of clients of all sizes.

For 100 years, we’ve been embracing change, innovating and navigating uncertainty.

We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.

We take a friendly, straightforward and partnering approach to what we do. We invest in our people, in our technology and in building long-term, trusted relationships.

Isio is a leading independent UK provider of actuarial & consulting, pensions administration, investment advisory, employee reward & benefits and wealth planning. With a national team of over 1200 people across ten regional hubs, Isio is committed to promoting financial wellbeing for all and works with companies, trustees and individuals to help them make informed decisions to protect their financial future.

Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $23 billion. Since opening our first office in London in 1970, Mercer has grown to become one of the largest human resource and employee benefit consultancies, both in the UK and internationally. We’re committed to helping clients achieve success in an increasingly competitive and uncertain global marketplace. As a trusted advisor and solution provider to a diverse client base, we help our clients navigate a broad range of complex issues. Mercer’s strategy is to develop long-term partnerships with clients to provide a broad suite of solutions that address their most complex business challenges and critical human capital issues. To execute this strategy, Mercer invests in a global footprint and brings together our deep expertise to provide comprehensive, end-to-end solutions — from strategy to implementation.

An employee-owned independent company, Pi Partnership has been supporting Trustee Boards and Employers with all aspects of their pension scheme management for over 20 years.

Our business continues to grow and respond to the ongoing challenges of managing a pension scheme and whether we are providing professional trustees, professional scheme secretaries or specialist governance support to trustee boards our focus is to continue to work in partnership with our clients and to provide a supportive and collaborative environment for our team.

Supporting the growth of UK institutions now and into the future. Founded in 1804, we’re one of the UK’s largest independent investment management firms, managing over £773 billion* of our clients’ assets globally. In the UK, that includes more than £210 billion* on behalf of institutional investors of all sizes.
We work with more than 1,000 UK insurance companies, defined benefit and defined contribution pension schemes. As a client, you’ll get the benefit of our investment capabilities and solutions expertise across the full spectrum of private and public markets.
*As at 30 June 2024.

Scottish Widows enjoys a proud history of helping people plan for their financial futures for over 200 years. Today, as one of the most recognised and trusted brands in its sector*, they have over 6 million customers across a broad product range including life cover, critical illness, pensions, annuities, savings and investments.

Scottish Widows is committed to supporting advisers and their clients, using all of their experience to take on the future together. They do this by providing market insight and guidance, and continually innovating and improving their service, support and propositions. One of the key initiatives is ‘Techtalk’ which provides insight into industry changes and regulation affecting pensions, protection and investments. They also have a longstanding research program on UK financial planning attitudes, and continue to promote the value of saving in pensions through involvement in the industry wide Pension Engagement Season initiative.

In 2023, Scottish Widows were recognised by intermediaries, securing a 5 Star rating for the Scottish Widows Platform and a 4 Star rating for Investments, Pensions & Protection at the Financial Adviser Service Awards, as well as winning Best Personal Pension Provider and Best Critical Illness Provider at the Investment Life & Pensions Moneyfacts Awards.

The organisation has a focus on sustainability and have launched a number of publications about their approach. This includes their Responsible Investment Framework and Stewardship Policy and their Climate Action Plan, which includes a key target of decarbonising all investments by 2050.

* Spontaneous Awareness rank: 2, Trust (Character) rank: 3, Trust (Competence): 3. IPSOS, December 2023.

Smart Pension is one of the largest workplace pension providers in the UK offering a modern pension that will be net zero by 2040. Over 70,000 UK businesses trust us with their workplace pension scheme. We now look after more than £5+ billion in retirement savings for 1.4 million people.
We’ve achieved all of this in a short ten years which makes us one of the fastest-growing companies in the retirement savings market. And there's no stopping us, we have big plans to continue to use our Keystone technology, innovation and user experience to transform retirement, savings and financial wellbeing, across all generations.

Standard Life is a brand that has been trusted to look after people’s savings and retirement needs for nearly 200 years.
We’re part of Phoenix Group, the UK’s largest long-term savings and retirement business. We share an aligned ambition to help every customer enjoy a life full of possibilities.
People are living longer and we can support them at every step in their financial future. We know we can’t achieve this without doing our part to build a strong and sustainable future. It’s why we are integrating sustainability into everything we do; from incorporating responsible investing into our solutions, to fostering an inclusive savings culture and improving financial wellbeing for all.

People’s Partnership provides The People’s Pension, one of the largest independent master trusts in the UK, serving more 6.8 million pension savers across the UK and manages £30bn in assets. As a business without shareholders, it reinvests its profits with the aim to help customers and achieve better financial outcomes for everyone.

TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with over 75 years’ experience of managing defined benefit and defined contribution pension schemes. It has £9.6 billion of assets under management (as at 30 September 2023) and more than 450,000 members.

TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.

At Van Lanschot Kempen Investment Management, we are specialists in fiduciary management. We work with pension schemes to help them execute their long-term strategies efficiently and target better outcomes for their members.
We have built our business around our clients and today VLK has over £60 billion in fiduciary management assets. Our fiduciary management clients benefit from a highly customised investment solution that matches their requirements. At VLK, we have a “no-client-is-the-same” motto, and we design clear and effective portfolio solutions tailored to the circumstances and needs of each client.

XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. A FTSE 250 company, XPS combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors in respect of schemes of all sizes, including 88 with assets over £1bn. We also provide wider ranging support to insurance companies in the life and bulk annuities sector.