Aon’s investment business delivers the best of both our consulting and asset management expertise to support our clients to make investment decisions with clarity and confidence. We advise over $4tn of institutional assets globally, and manage $145bn of assets, working with Chief Investment Officers, trustees and sponsoring employers to navigate the complexities of investment. Our capabilities include:
- Investment Consulting – strategic investment advice, tailored to institutional investment portfolios of all types and sizes.
- Strategic Asset Allocation – driven by economic and capital markets research and analysis.
- Delegated Investment - Full and partial fiduciary management, single-strategy solutions and Outsourced Chief Investment Officer (OCIO) services.
- Risk Management & Risk Settlement Investment - combined investment and actuarial expertise to determine the right risk/reward balance for institutional portfolios and preparation for buyout.
- Investment Manager Research - in-depth research and monitoring of investment managers and funds.
- Responsible Investment - ESG integration strategies, engagement and stewardship, net zero and impact investing.
Rothesay is the UK’s largest pensions insurance specialist, purpose-built to protect pension schemes and their members’ pensions. With over £70 billion of assets under management, we secure the pensions of over one million people and pay out, on average, approximately £300 million in pension payments each month.
Rothesay is dedicated to providing excellence in customer service alongside prudent underwriting, a conservative investment strategy and the careful management of risk. We are trusted by some of the UK’s best known companies to provide pension solutions, including British Airways, Cadbury’s, the Civil Aviation Authority, the Co-operative Group, National Grid, Morrisons and telent.
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 1,300 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 86 with assets over £1bn. We also provide wider-ranging support to insurance companies in the life and bulk annuities sector.
XPS Group has a longstanding relationship with the Association of Member Nominated Trustees. For more information about XPS, visit xpsgroup.com or contact evemts@xpsgroup.com
Powered by advanced technology, expert analysis, and a commitment to shaping a better future for society, LCP has market-leading capabilities across pensions, energy, and health analytics. Central to our business is the independent expertise we offer across DB, DC, and CDC pensions—spanning investment, actuarial, governance, administration, and pension risk transfer. Our partnership structure drives collaboration, leading to informed decisions and better outcomes for scheme members.
For more than a century, we’ve been here to make pensions better – for schemes, for savers, and for the industry. Now, as we launch our strategy for the next five years, in an environment of complex change for our industry, our new name reflects our role as the clear, authoritative voice for better pensions – for schemes, for savers, for the whole industry. And though our identity is changing, our purpose isn’t: we’re here to help everyone achieve a better income in retirement.
We represent pension schemes that together provide a retirement income to more than 30 million savers in the UK and invest more than £1.3 trillion in the UK and abroad. Our members also include asset managers, consultants, law firms, fintechs, and others who play an influential role in people’s financial futures.
The PMI is the professional body which supports and develops the experts who run UK pension schemes by delivering exceptional thought leadership, comprehensive education, advanced training, and recognised qualifications in pension management. It has the broadest skills base of pensions professionals and trustees in the UK, with more than 7,600 members dedicated to establishing, maintaining, and advancing the highest levels of pensions knowledge. PMI members are responsible for managing and advising some of the largest institutions in the world and taking key decisions on substantial financial matters. With well over £1 trillion invested in UK pensions, PMI members have a vital role to play in shaping the nation’s financial future. With 48 years of successful operation behind it, the PMI is an organisation at the cutting edge of pensions, committed to fostering industry collaboration and driving innovation to enhance retirement outcomes. For full details of PMI’s qualifications, membership grades, and ongoing support services visit www.pensions-pmi.org.uk.
For over 10 years portfolio institutional has been providing innovative content on investment strategy, in-depth independent analysis and expert opinion to institutional investors in the UK. Over 6,000 copies of the print magazine are distributed each month to an audience of pension fund CIOs, independent trustees, corporate treasurers, foundations, local authorities, asset managers, investment consultants and related industry readers.
