Fiduciary Management

Through our fiduciary management service for defined benefit pension schemes we can provide clear investment advice to help you define your objectives, and then target those objectives through the day-to-day management and monitoring of your scheme’s overall investment portfolio. Fiduciary Management is rapidly growing in popularity in the UK, with an increasing proportion of trustee boards choosing to adopt this model to manage their schemes’ investments.

Key benefits

Professional risk management
Pension scheme assets and overall investment risk are professionally managed, relieving the trustee burden without sacrificing control.

Resources, focus and expertise
A specialist can offer invaluable support by providing expertise and day-to-day oversight, combined with an in-depth understanding of the challenges faced.

Unlock potential efficiency improvements
An outsourced approach can reduce costs and also opens up the possibility of more efficient investment structures and better risk-adjusted returns.

Fiduciary Management Service

Why choose LGIM?

Understanding of your needs

Our highly experienced pensions and investment specialists understand the many challenges faced by both pension schemes and sponsoring companies, and can help you navigate them effectively.

Closer to markets

Our breadth of expertise means that we do not have to sub-delegate investment decisions. You benefit from the most up to date information and thinking, with decisions executed quickly and efficiently.

Delivering genuine value

We provide a clean fee structure, and our scale means that we can avoid multiple layers of hidden costs that can cause other managers to take unnecessary levels of risk in their portfolios.

Route to buy-out

As part of the wider Legal & General Group we are one of the only organisations that can provide solutions at every stage of a pension scheme’s journey, and are uniquely placed to deliver your scheme to buy-out.