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.