Redefining structured products …

We aim to bring something different to the UK retail structured products sector, 'redefining structured products' for professional advisers and their clients.

Doing the right things - and doing simple well …

Our business is founded upon a commitment to ‘doing the right things - and doing simple well’, presenting a plan manager and an approach to structured products that professional advisers and their clients can be genuinely confident in.

Portfolio construction and diversification thinking ...

We approach structured products as asset managers: before we think or talk about structured products, we carefully consider and like to discuss the economic backdrop, investment outlook and portfolio construction and diversification.

Positioning the merits of structured products ...

We are passionate about the merits and benefits of including structured products in diversified portfolios, including their ability to offer and deliver 'alpha by contract': we're also just as clear about their risks and limitations.

Intervening in the binary active / passive debate ...

We believe that structured products, which offer the potential to achieve ‘alpha by contract’, in ways and with risk / return profiles that neither active nor passive funds offer or deliver, blur the binary lines of the active / passive narrative and debate.

Committed to 'deliberately defensive' products …

All of our core products are designed so that they can generate at least some - or all - of their potential returns without requiring the stock market to rise, or even if it falls, with a significant level of protection from stock market risk at maturity.

Client-centric, best practice governance and compliance ...

We aim to provide a client-centric, best practice approach to governance and compliance, putting investors first; and a bar-raising level and calibre of support for professional advisers using structured products.

Access to 'TICS', supporting professional adviser counterparty research ...

We provide professional advisers with access to 'TICS' (the Tempo Issuer and Counterparty Scorecards), which provides a bar-raising resource supporting best practice counterparty research.

Professional adviser education ...

Our aim is to help advance and strengthen professional adviser working knowledge and understanding of structured products, including portfolio construction considerations and regulatory requirements and expectations.

Access to our professional adviser academy and video webinars ...

We provide professional advisers with access to our CPD-accredited academy and series of live and recorded video webinars, offering educational resources for professional advisers and support staff wanting to know more about structured products.

Championing the use of plain English ...

We are proud to be corporate members of Plain English Campaign, avoiding jargon, using simple language and providing clear explanations that everyone can understand. Sounds simple ... but it’s an industry first!

Raising the structured products sector bar ...

Our aim is to help raise the structured products sector bar, working closely with professional advisers to advance and enhance the value that can be gained from client-centric, best practice use of best of breed structured products.