Master Trust Insights
Improving visibility of relative value in the Master Trust market
30 Oct 2017 - Estimated reading time: 20 minutes
The rise in the use of Master Trusts over the past 5 years has been phenomenal, going from a relatively niche option serving the needs of smaller employers, to being seen as the DC vehicle of choice today.
Until now there has been no recognised method of comparing relative value between the different Master Trust providers. Employers, and more importantly their people, should be able to clearly see that value.
Acknowledging that it’s still early days for Master Trusts, we were keen to compare the investment performance across the biggest providers’ default funds (accounting for 94% of the market). Recognising that each of the distinct phases of a retirement savings journey requires a different approach, we’ve compared performance at each of these phases:
- Growth phase (30 years to retirement)
- Consolidation phase (5 years to retirement)
- Pre-retirement phase (1 year to retirement)
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