Master Trust insights report June 2021
Master Trust Default Fund Review
07 Jun 2021
We're excited to share the latest edition of our Master Trust Insights, where we assess the impact of Master Trust default fund performance on member outcomes.
We expect the trend of schemes switching to Master Trust to continue unabated, and possibly at an increased pace, over the next few years. This will place even greater emphasis on the effective monitoring and comparison of providers. While recent fund performance is clearly an important factor in this endeavour, we believe it must be considered in the context of longer-term member outcomes.
Our Master Trust Insights report provides a forward-looking assessment by examining how recent market events and fund performance have impacted the future retirement incomes of different members. In simple terms, and from the perspective of the majority of Master Trust members who invest in the default fund, we answer the question: “What does this mean for me?”
We cover the following areas:
- COVID-19: the impact on member outcomes.
- The stages of DC investing: growth; consolidation; and pre-retirement, and the different investment approaches of a retirement savings journey.
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.
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