STRENGTH & EXPERTISE
"We are committed to delivering innovative technology enhancements and an exceptional experience to meet the evolving needs of our Master Trust members and participating employers. Working closely with the Trustee Board, we're driving delivery of a Master Trust, which keeps members fully informed, engaged and empowered to choose the right retirement journey, with tailored communications and investment funds that deliver.
We are proud that the Scottish Widows Master Trust is backed by the experience, financial commitment, and scale of Scottish Widows, who have been helping members save for their financial future for over 200 years."
Jackie Leiper, Managing Director Pensions, Sharedealing & Distribution & CEO Embark Group.
Graeme Bold, Workplace Pensions Director, and chair of the Scottish Widows Master Trust Strategist Committee
Sharon Bellingham, Master Trust Lead
Vicky Flenk, Finance Director, Workplace Pensions, General Insurance and Protection
Emma Watkins, Managing Director of Retirement and Longstanding
Clare Duggan - Pensions, Stockbroking & Distribution Enterprise Risk Partner
BENEFITS FOR EMPLOYERS AND MEMBERS
- insightful member engagement that delivers bespoke, multi-channel communications
- innovative and Responsible Investment, aiming to improve the financial futures of members to and through retirement
- a robust and strategic approach to governance, from our diverse and highly experienced independent Trustee board
- innovative digital solutions bringing members closer to their pension, and supporting financial wellness
- dedicated employer support with round table events and thought leadership
- experienced implementation, asset transition and administration support
- financial strength and expertise, as one of the strongest life and pensions companies in the UK.*
*Rated by Moody's, Fitch & AKG. All ratings correct as at January 2024.
FINANCIAL SUSTAINABILITY
INVESTMENT IN INNOVATION
Scottish Widows continue to prioritise technology and digital innovation to provide a rich member experience.
This long-term commitment and ongoing investment in our customer experience and proposition, means we've a highly knowledgeable and experienced team, who look after members. The team strive to deliver even more innovation tomorrow and far into the future.
SIZE, SCALE AND EXPERTISE
- 4.2m Members*
- 20,000+ Employers*
- Over £86.5bn assets under management*
*Figures for Scottish Widows Open-Book Workplace Pensions