18 July 2024
5 min
Welcome to the latest edition of our Master Trust insights. In this report, we assess the impact of Master Trust default fund performance on member outcomes.
As the trend of schemes switching to Master Trust continues to gather momentum, we anticipate not only its continuation but also an acceleration in the coming years. Alongside this, we expect the secondary market for Master Trust to Master Trust moves to build momentum. This places greater emphasis on the effective monitoring and comparison of providers. While recent fund performance plays an important role in this analysis, it must be considered in the context of long-term outcomes for members.
Our Master Trust insights report provides a forward-looking assessment by examining how recent market events and fund performance have impacted various member outcomes. By breaking down these impacts in straightforward terms, we address the most pressing questions for Master Trust members invested in the default fund:
In this edition, we also look ahead to what might be on the horizon for DC pensions in 2024 and what we might expect to see from providers.
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.
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