Why choose our Trust-Based Pension?

Our Trust-Based Pension plan is suitable for:

  • New defined contribution schemes: when a new employer is being set up or an employer has closed an existing defined benefit scheme to new members
  • Existing defined contribution schemes: when an employer wants to move their scheme from one provider to another
  • Clients consolidating schemes: when an employer has experienced merger and acquisition activity


Switching to Master Trust?

If your client is considering switching to Master Trust our guide can help you show how  Master Trust can help to support better futures for members.


Benefits of our Trust-Based Pension

group Client support

We can help you support clients as they set up their new scheme and introduce it to their members.

icon Flexibility and scalability

You can offer some clients a tailored solution that meets the specific needs of their members.

icon Investment choice

Clients can offer members a range of investments to match their confidence and attitude to risk.


pencilruler Easy admin

Our online platform and ongoing admin support make it easy to set up and manage schemes.

icon Governance support

Clients can ensure proper governance by quickly accessing online reports and useful information.

clickmouse Quick buy-out options

We can help you offer clients a quick buy-out option for members when they leave the company.

Trust Based Pension Plan literature

Get the forms, guides and key documents you need for our Trust-Based Pension.

Money invested is at risk. Tax may change in the future.

This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.