Our Cashflow Driven Investing (CDI) solutions

We offer solutions that evolve through the life of a scheme to efficiently match changing cashflow requirements. This allows us to put a scheme’s specific needs at the heart of the process, blending private, very secure assets that have the potential to offer high-quality cashflows with more liquid public debt.

We have a long heritage of cashflow investing, having run a combined £21bn of group annuity funds since 1999. This annuity investing approach, alongside our extensive experience of running outcome-orientated portfolios across both public and private assets, allows us to provide bespoke cashflow solutions.

For schemes who are unable or unwilling to approach the insurance market, we have developed a solution that utilises our expertise across both asset management and insurance to deliver schemes an investment-grade, cashflow-matched portfolio, which may come with a partial guarantee and share of upside. Essentially providing interest rate hedging and the offer of a guaranteed return but without any longevity hedging, whilst also being able to provide access to our depth of in-house credit expertise.

Our CDI solutions utilise our expertise across both asset management and insurance to deliver schemes an investment-grade, cashflow-matched portfolio, which may come with a partial guarantee and share of upside.

We have the experience and expertise to guide you through our solutions, from initial conversations to delivery and ongoing support. We are committed to delivering commercially-focused outcomes and meeting the desired endgame solution for your scheme. Please contact a member of our Endgame team if you would like to discuss any of our pension de-risking solutions.