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Pensions & benefits
Master trust selection and implementation
We don’t run our own master trust, which means we are independent and therefore best placed to help you with selecting a provider.
We have experience from advising on more than 50 master trust selection and implementations in the last few years. We’ve transitioned more than £10bn assets and 300,000 members to these schemes.
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General Election 2024
What the result means for DC pensions
In this webinar, former Pensions Minister, Sir Steve Webb, Lydia Fearn, Partner and George Currie, Senior Consultant, discuss the implications of the result of the General Election and the key areas the new government should focus on to deliver for savers.
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Master Trusts unpacked
Default investment strategies
This report offers a look back at performance throughout 2023, a year predominantly characterised by high inflation and elevated interest rates. We delve into how these main trends have shaped the investment landscape and, in turn, affected the various master trust default strategies.
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Monitor
Our interactive technology gives you deep insight into the drivers of change so you can take advantage of opportunities, or take early, corrective action. Our broad suite of metrics, including climate-related exposures, can give you a holistic view of how your investments have changed over your selected timeframe.
Our independence ensures that we can access and recommend a complete range of market products, allowing us to provide tailored advice that is right for each clients’ needs.
As a large consultancy, with strong relationships in the market power, we always achieve market-leading pricing for our clients for the benefit of your employees and members.
Who is in the market?
There are 37 master trusts listed as authorised by the Pensions Regulator. In practice, due to the requirements of most projects, we have seen a much smaller number of schemes being used. It is important to note that not all master trusts are the same. They may not be able to offer all your required services or may not be as good as others in a specific area. We will help you understand this.
We also understand that you will have existing relationships and providers and we will take this into account when providing our suitability advice. We won’t engineer a change, just for the sake of it, so if your current provider has a master trust and you are happy with them, we will likely include them in the selection process.
Using our market knowledge to get the right outcome
The breadth and depth of our knowledge on master trusts from our hands on experience backed up by our DC research means that we can help you understand what the market currently offers in terms of technology, communications and retirement options, as well as providers' planned future developments to ensure that your chosen master trust will retain their position as a market leader.
Our experts
Our latest market insights
Get in touch
If you would like to know more about our services and how we can help you with pensions and benefits.
