Defined Contribution Services
Trusted investment expertise for DC members
We have been working with Defined Contribution (DC) pension schemes in the UK since the early 1990s to help their members plan for a more secure financial future.
We offer a flexible menu of life funds, supported by comprehensive communications to educate members about their investment choices and keep them informed about their chosen funds’ progress.
Download Pooled Funds performance information
Our service to DC schemes includes
- A named relationship management team who make regular contact with the scheme and retain overall responsibility for our level of service
- Regular reports on JPM life funds in hard or soft copy
- Access to our latest market and investment views
Lifestyling
DC clients have total flexibility as to which J.P. Morgan Asset Management funds to offer to members – and we can work with trustees to draw up a suitable fund range.
We can also tailor a ‘lifestyle’ option that will automatically reduce equity exposure as members approach retirement.
Ongoing servicing
Once funds have been selected, we look to maintain close contact with each DC scheme, keeping them informed of fund performance and the outlook for markets
Contact us
Karen Roberton
0207 742 5076
Pension Call Centre
0800 731 8 731
Alternatively, please contact your usual relationship manager.
New ideas and further reading for DC investors
Defined Contribution Trustee Survey 2008
Putting total return investing and alternative investments at the heart of DC investing