Moving into a Master Trust – Practical Considerations

Date:

19 July 2022 11:45 to 14:30

Venue:

Pewterers’ Hall, Oat Lane, London EC2V 7DE

Chairperson:

Meredith Gibson, Independent Trustee, Citi UK Pension Schemes

Details:

With the rapidly growing and evolving pensions landscape and Master Trusts playing an increasingly significant role, this seminar will review in detail the Master Trust marketplace and the practical issues schemes and employers need to consider when moving to a Master Trust.

Our speakers will discuss:

What are the latest development in the Master Trust landscape including the increased scrutiny from the Regulator and Government?
What are the key advantages and disadvantages of Master Trusts for sponsoring companies and members?
What costs are involved when considering transferring to a Master Trust? How do you decide on which one to choose?
What investment strategies and defaults have been developed within Master Trusts and will they actually deliver good retirement outcomes for members?
Can they deliver the promise of benefits from economies of scale to cost effectiveness?
What communication challenges do you need to consider with members?
Are there capacity issues in the marketplace? If you choose a Master Trust, will it still be there in a few years’ time?
How transparent are Master Trusts on the issues of costs and fees and can they deliver value for money?

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.