Caceis

We’re pensions people, with a personal approach, looking at opportunities and challenges from your perspective. Our purpose is to raise the standard of governance and administration for all UK pension funds. Whether you want to understand your costs more transparently, monitor your managers more closely, or improve investment performance more sustainably, we’re on your side – helping you to deliver better outcomes for your members.

caceis and cost transparency

The launch of the Cost Transparency Initiative (CTI) this year is a great step forward for the pension industry in respect of getting to grips with cost transparency. It brings together three high profile organisations: the PLSA, the Investment Association, and the Local Government Pension Scheme Advisory Board – to provide a standardised industry framework for the collection of costs and charges.

However, we believe that as an industry, we must partner with trustees and pension executives to help them correctly interpret costs and charges in terms of investment strategy and risk and return. This will ensure more informed decision making, potentially improving member outcomes.

We are taking the lead in educating trustees and pension executives on cost transparency through a number of initiatives, including this educational partnership with the PLSA. We’ve held a series of teach-in’s, webinars and educational articles throughout 2019, which will include the elusive transaction costs, guidance on the CTI templates and updates on the regulatory landscape.

A MARKET LEADER

Previously KAS BANK, we became part of CACEIS in September 2019. CACEIS is a market leader in the field of custody services and fund administration in Europe. CACEIS is part of Crédit Agricole, the world's largest cooperative financial institution, bringing balance sheet strength to the area of custody for institutions and pension funds. 

Contact: Pat Sharman
0207 153 3660
pat.sharman@caceis.com    
www.caceis.kasbank.com
@CACEIS