Transfers to master trusts: Is it as easy as ABC?

Gareth Craft and Alison Goudarzi set out where the most thought is needed

clock • 4 min read
Transfers to master trusts: Is it as easy as ABC?

The ever-increasing regulatory burden on defined contribution (DC) occupational pension schemes, and the better member outcomes believed to be associated with greater economies of scale, are among the key factors pushing some schemes to transfer to a DC master trust.

These transfers are becoming a relatively well-trodden path, but despite this trustees and employers should not assume that the due diligence, negotiation and implementation process will necessarily be...

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