Group member since: May 2016

Website: www.phoenixcis.co.uk

With over 25 years’ experience, and c.£12bn of assets under management, Phoenix Corporate Investment Services is one of the most significant institutional investment platform providers in the market.

As a trusted partner to some of the UK’s largest Defined Contribution, Defined Benefit and Master Trust pension schemes, Phoenix CIS offers a range of agile, flexible and tailored solutions that enable clients to achieve their investment objectives while supporting good outcomes for scheme members.

Products & services

Phoenix CIS provides access to an extensive range of funds, and has existing relationships in place with over 70 fund manager groups.

The platform’s blended and white-labelled fund capability enables trustees and their advisors to create a single investment solution from a range of best-in-class funds in order to meet their specific investment objectives. The flexibility of the platform allows them to incorporate new solutions, funds and/or managers as required to support changes to the investment strategy and meet the ongoing needs of schemes and their members.

With a dedicated reporting function, Phoenix CIS also offers a range of flexible performance and regulatory reporting options, supporting trustees and their advisors to meet evolving governance requirements.

Useful PhoenixCIS links