DC Pension Strategy
There are a number of challenges that employers are faced with when considering their Defined Contribution scheme strategy.
Some may be primarily focused on complying with legislation or on attracting and retaining staff, and others may be focused on arrangements for higher earners. Whatever the challenge or objective, a well-designed and thought-through DC scheme strategy forms the basis of a truly effective scheme that ensures better outcomes for its members.
We work collaboratively with clients, providing strategic advice to help employers design new pension arrangements or redesign existing ones to meet their specific objectives for retirement saving.
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.