White paper: Default fund benchmarking report
Thomsons believe that benchmarking should better reflect the value that the fund manager is delivering and should better communicate this value to governance committees and members alike.
The white paper suggests that scheme sponsors, and members alike, should regularly review the performance of their pension investments and should be asking the following questions:
- Is value being delivered by paying contributions into a restricted access product?
- Is value being delivered, relative to the level of investment risk being taken?
- Is greater value achievable through alternative funds on the provider’s platform or on alternative platforms?
- Is my pension provider able to define and demonstrate these value metrics?
The white paper introduces a new value-based benchmark concept from Thomsons and provides detailed insight into its methodology and testing.
https://www.thomsons.com/resources/whitepapers/default-fund-benchmarking-report/
28/02/2018
Thomsons believe that benchmarking should better reflect the value that the fund manager is delivering and better communicate this value to governance committees and members alike.
This white paper suggests that scheme sponsors, and members alike, should regularly review the performance of their pension investments and should be asking the following questions:
- Is value being delivered by paying contributions into a restricted access product?
- Is value being delivered, relative to the level of investment risk being taken?
- Is greater value achievable through alternative funds on the provider’s platform or on alternative platforms?
- Is my pension provider able to define and demonstrate these value metrics?
The white paper introduces a new value-based benchmark concept from Thomsons and provides detailed insight into its methodology and testing.
