Master trust to master trust transfers Made Simple

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Master trust to master trust transfers Made Simple

Master trusts have evolved from niche offerings into the dominant model for defined contribution workplace pensions, serving the vast majority of DC members. A secondary market is now evolving, where employers actively consider switching master trusts. 

This guide, produced in partnership with Scottish Widows, provides practical tips for trustees on what to consider when switching master trusts, including legal and investment considerations, and the impact on members and how to communicate with them.

Download in the member hub now