DC Investment
A well thought through and executed investment strategy is fundamental to ensure better outcomes for DC scheme members.
We work with all types of DC schemes providing advice on investment strategy, portfolio construction and implementation which are designed to meet your specific needs and objectives.
We also work with product providers and retail advisors, helping them to develop the latest investment proposition innovation to benefit our clients.
Our services include help with:
Mastering Master Trusts
Nobody would argue with the fact that the rise in the use of Master Trusts over the past 5 years has been significant. We’ve watched them shift from being a relatively niche option serving the needs of smaller employers, to today where they are increasingly seen as the DC vehicle of choice. Our report will help you understand Master Trusts better.
Master Trust Default Fund Performance Review
Following on from the first edition of our Master Trust Insights report last year, we wanted to again compare the investment performance across the biggest providers’ default funds. Recognising that there are distinct phases of a retirement savings journey which require a different investment approach, our latest review compares performance at each of these phases.