Welcome to the latest edition of our Master Trust Insights. Our report provides a forward-looking assessment by examining how recent market events and fund performance have impacted outcomes for different members.

The past nine months have been a difficult time for global investment markets and consequently for DC pension scheme members. With inflation, particularly in the UK, rising rapidly and interest rates being increased, most major asset classes have seen significant falls in value over the first nine months of the year. In our report, we look at what this means for Master Trust members who invest in the default fund.

In this edition, we also shine a spotlight on impact investing. We believe demand for impact investing options will grow as members become more aware of the potential environmental and social consequences of how their pension savings are invested. 

If you have any questions about selecting the right Master Trust, moving from your employer trust based scheme to a Master Trust, or even whether a Master Trust is right for your organisation, please get in touch.

You can access the report by filling in your details below. If the form doesn't load, click here.