Defined Benefit

We build long-term partnerships with UK defined benefit pension schemes, providing financial market expertise and investment solutions to help them achieve their funding goals.

Years designing investment solutions for UK pension schemes

25+

Number of UK pension fund clients

100+

Assets managed on behalf of pension fund clients

£26B

Understanding scheme objectives is critical to achieving better investment outcomes

At Wellington, we take a long-term view when designing pensions solutions, which we believe can enable schemes to succeed consistently over time. We match our specialist knowledge of UK pension requirements with each scheme’s circumstances and targets to build investment allocations which help them to meet their funding objectives. Our unique sustainability platform and differentiated ESG and climate research can play an integral role in incorporating schemes’ sustainability objectives into their investments.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

CONTACT THE TEAM

Tim Sutton
Tim Sutton
Relationship Manager
William Lockhart
William Lockhart
Relationship Manager
Adam Kay
Adam Kay
Relationship Analyst