Our Investment Solution

We offer a solution designed to meet the needs of members, whether or not they know how they plan to take their benefits. This solution has a default investment option and a range of lifestyle strategies and funds to allow members to make their own investment choices.

1. Our investment solution

Our investment solution has a passive lifestyle default and alternative passive and dynamic lifestyle options. There is also a range of self-select funds which provide access to the major asset classes for members who wish to make their own investment choices. This range includes an ethical and Shariah fund to ensure that our master trust can meet the needs of all members.

The default option and the alternative lifestyle options have been designed to support the pension freedoms now available to members. They do this by giving members access to specially designed investment strategies that align to the different options now available for taking retirement benefits.

2. Tailored investment solutions

For employers who would prefer a tailored investment solution, our master trust currently has access to a wide range of funds from which to design a tailored default strategy, optional lifestyle strategies and a self-select fund range. This means we can support customers who want a completely managed solution or those who prefer a hands-on approach.

View investment guide

Learn more about our Master Trust investments.