DC Pension Strategy
There are a number of challenges that employers are faced with when considering their Defined Contribution scheme strategy.
Some may be primarily focused on complying with legislation or on attracting and retaining staff, and others may be focused on arrangements for higher earners. Whatever the challenge or objective, a well-designed and thought-through DC scheme strategy forms the basis of a truly effective scheme that ensures better outcomes for its members.
We work collaboratively with clients, providing strategic advice to help employers design new pension arrangements or redesign existing ones to meet their specific objectives for retirement saving.
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?”
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.
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