Master trust transitions
Meet our DC master trust specialists
Moving your defined contribution (DC) pension scheme to a master trust can provide distinct benefits. However, you need to feel confident you’re choosing the right one. Our team of master trust experts help give you that confidence.
To select the right DC master trust, you need to:
•
understand the different types of master trust available – super trust funds, master trusts from big name insurers & those managed by pension advisers offering ‘best of breed’ constituent services have different characteristics
•
compare the key features of each master trust – including investment options, administration capabilities, member communications, retirement options, pricing & employer support
•
understand master trust governance – including trustee board composition, employer engagement, the business plan & provider sustainability
Why work with us?
We’re friendly, insightful and able to share a wealth of experience of working with all the main DC master trust providers. We also ensure you achieve good value for money through a unique, practical service that general pension consultants cannot provide.
Our process is built on what’s important to both employers and pension trustees
experience shows moving to a master trust is a team project, with the employer making the decision to move and the trustees vital to a smooth transition.
We know what good master trust governance looks like
our inside knowledge as master trust trustees means we can spot poor governance and help you avoid making a costly mistake.
We ensure your project is streamlined, smooth and efficient
we have a proven review, selection and implementation process used for over 100 clients.
Case studies
Master trust selection & transition
This case study looks at how we defined a four stage master trust selection and transition process and our top tips to help combat the common issues and challenges that, as a professional trustee, we have been faced with during the master transition exercise.
RSPCA Pension Scheme - DC section transfer to master trust
As chair of trustee we were involved with the selection of the master trust. As secretary to the trustee, we helped manage the transition of the DC section to the master trust and its subsequent wind up.
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