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:
Master Trust Default Fund Performance Review
In the latest edition of our Master Trust Insights, we assess the impact of Master Trust default fund performance on member outcomes.
This year's 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?”
Award-winning advice
2020 Pensions Expert - Employee Benefits consultant of the year
2019 Professional Pensions - UK DC consultancy of the year
2019 Scottish Financial Technology Awards - Product innovation
2018 Pensions Insight - DC consultancy of the year
2018 WSB - Pension consultant of the year