Moving to a Master Trust

In the last five years, there has been an enormous growth in master trusts. They now house over 10 million employees. Many employers have switched to take advantage of the cost saving and services they can provide. The Stephenson Harwood pensions law team has considerable experience advising clients on the legal route to master trust transfers, and has prepared this guide for those considering moving to a master trust.

The Master Trust setup

Master Trusts are occupational pension schemes set up for multiple employers and their employees. A summary of a typical Master Trust arrangement works as follows:

The Master Trust setup
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The Master Trust journey

The Master Trust journey

Our product: The Master Trust Transfer Architect

Our product: The Master Trust Transfer Architect

Contact
Contact

To find out more, please drop us a line.

 
 
Pensions@shlegal.com