DC Member Choice - At-retirement
The introduction of pension freedoms have undoubtedly changed the retirement landscape significantly.
Scheme members no longer just have one choice to make at retirement but a series of decisions at and throughout their retirement, depending on how they choose to use their pension savings. The majority of members have little or no knowledge of their own retirement needs and the new set of choices they will have to make when they reach retirement.
We provide employers and trustees with strategic advice to help support their DC scheme members, ensuring they achieve better outcomes at-retirement.
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.