Defined benefit services

Understanding the pressures you face

Segregated management

We are able to offer our full range of investment capabilities on a segregated basis to larger pension funds, including:

  • core and alternative asset classes
  • total return, tactical asset allocation and portable alpha strategies
  • benchmark-constrained and dynamic ‘unconstrained’ strategies.

We recognise that defined benefit (DB) pension schemes are facing unprecedented pressures – both to meet commitments to their members and limit the impact of funding volatility on their sponsor company’s balance sheet.

We are dedicated to helping DB schemes address these challenges through the following services, underpinned by constant support from a dedicated team.

Pooled life funds

The JPM Life funds range is a comprehensive range of actively-managed funds covering equities, bonds, cash and balanced strategies across the UK and global markets. The minimum investment requirement for DB pension schemes is £5 million per fund.

Download Pooled Funds performance information

Contact us

Peter Cazalet
020 7742 8503

Sue Curtis
020 7742 0140

Steven Peck
020 7742 5091

Alternatively, please contact your usual relationship manager.