How much will it cost me?

Fiduciary Management for UK Pension Schemes

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Fundamental questions are how much will fiduciary management cost and how does this cost compare to the current level of costs.

In our view, this question of fees should be considered in totality: what are the existing investment-related fees we are paying (i.e. asset management, investment consultant, investment strategy, advice) and how do these fees compare to the corresponding investment-related fees under a fiduciary model (i.e. fiduciary management fee + asset management fee based on fiduciary managers’ pricing + monitoring).

For some schemes, fiduciary management may be more expensive, whilst for others there may be little or no additional cost.

Alignment of fees with value added

Charts: Alignment of fees with value added
Click chart to enlarge.