Workplace pension investments
Explore our pension funds and how we invest employee savings responsibly.
Investments made easy
When employees join our scheme, their pension savings are automatically invested in the ‘balanced’ investment profile – designed to suit the needs of the majority of people.
The ‘balanced’ profile targets long-term growth, then gradually and automatically shifts from higher to lower-risk funds as retirement approaches — helping to protect savings while keeping things simple for you, your clients, and their staff.
Alternatively, members can choose from our two other investment profiles or from a combination of eight funds.
Explore the details behind our funds, prices and approach
Investment insights
Access fund factsheets, reports and policies to help you and your clients make informed decisions.
Transaction costs
Buying, selling or lending assets in our funds incurs costs. See how they impact member investments.
Fund unit prices
Our fund prices change daily with the market. Check the latest prices to see how they affect member investments.
Our investment options
Explore our streamlined fund range and investment profiles, designed to protect and grow member savings.
Our investment approach
We manage member pension savings through a streamlined range of diversified funds and investment profiles designed to deliver long-term growth while managing risk and keeping things simple.
Our pension funds offer exposure across global equities, bonds, property, and other asset classes, with investment solutions tailored to suit different levels of risk and reward.
Sustainable growth strategy
Our main goal when investing members’ savings is to generate long-term investment growth – while doing so responsibly.
For us, this means:
Considering environmental, social, and governance (ESG) factors in our investments
Targeting long-term returns while managing risks linked to sustainability.
Investing in companies that actively manage sustainability risks within their business operations to drive positive change.
Responsible investments
Discover how our investments align with your clients’ ESG expectations.
Strengthening Stewardship through Collaboration
As the UK’s largest independent master trust, we work with other institutional investors to support sustainable, long-term outcomes.
With over £35bn in assets under management, our scale enables us to help drive positive change. By partnering with like-minded investors, we amplify that impact.
Working together, we’ve developed the Asset Owner Statement on Climate Stewardship, setting clear expectations for our investment managers on climate engagement and accountability.
Adviser accounts
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