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Report: Master Trust Default Fund Review

Hymans Robertson shares its latest edition of its Master Trust Insights, where it assesses the impact of Master Trust default fund performance on member outcomes.

Report: Master Trust Default Fund Review 1

The report found that the trend of schemes switching to Master Trust will continue unabated, and possibly at an increased pace, over the next few years. This will place even greater emphasis on the effective monitoring and comparison of providers. While recent fund performance is clearly an important factor in this endeavour, it believes it must be considered in the context of longer-term member outcomes.

Its Master Trust Insights report provides a forward-looking assessment by examining how recent market events and fund performance have impacted the future retirement incomes of different members. In simple terms, and from the perspective of the majority of Master Trust members who invest in the default fund, we answer the question: “What does this mean for me?”

The report covers the following areas:

  • Covid-19: the impact on member outcomes
  • the stages of Defined Contribution investing: growth; consolidation; and pre-retirement, and the different investment approaches of a retirement savings journey. 

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In partnership with Hymans Robertson

We're one of the longest established independent consulting and actuarial firms in the UK

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