21 November 2024
5 min
As more schemes move to Master Trusts, comparing providers is essential - but short-term performance alone isn't enough. Our latest Master Trust Insights report looks ahead, exploring how recent market changes impact members, especially those in default funds, and answers the key question "What does this mean for me?".
This report also explores key trends and considerations in aligning investment strategies with members evolving needs throughout their retirement journey. Specifically, it highlights:
The alignment of investment strategies with different retirement stages.
Performance variations, noting strong gains for older members affected by the gilt market volatility.
The need to adjust risk levels through growth, consolidation and pre-retirement phases.
Download our report using the form below to read our findings. If the form doesn’t load, you can access it here.
If you have questions on anything covered in this publication, please get in touch.
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