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Publication

MASTER TRUST INSIGHTS REPORT MAY 2023

Master Trust Default Fund Review

31 May 2023

Claire Roarty

by Claire Roarty
Head of DC Provider Relations

Darren Baillie

by Darren Baillie
Risk & Modelling Consultant

Subject: Master trusts, Workplace savings & DC pensions

Audiences: Employers, Trustees

Welcome to the latest edition of our Master Trust Insights, in which 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, 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 that 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 outcomes for different members. In simple terms, and from the perspective of most Master Trust members, who invest in the default fund, we answer the question: “What does this mean for me?”.

In this edition, we also look at value versus cost of default strategies. In our March 2023 Master Trust Marketplace webinars, we were joined by a number of providers for discussions on the theme of investments, with a focus on two areas:

  1. Demonstrating member outcomes of investment strategies; and
  2. Impact investments and illiquid assets – is the bar changing?

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.

You can access the report by filling in your details below. If the form doesn't load, click here.

Access our report here

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Current Issues - December 2023

Publications

Has the LGPS reached a new training milestone following the pooling consultation response?

Webinars

60-second summary - Pensions measures in the Autumn Statement

Publications

Selecting the best pension arrangement for your employees

Webinars

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