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PMI
8 July 2021

Transfers to DC Master Trusts – trips and traps

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The popularity of DC Master Trusts is on the rise following the introduction of the authorisation regime and the ever-expanding requirements for DC governance.

It’s not all plain sailing though – there are a number of trips and traps that can arise for pension scheme trustees who are considering or implementing a transfer to a Master Trust. So, what do trustees need to consider when carrying out such a transfer?

In this session, we focus on the key investment issues that arise on transfers to Master Trusts, including:

  • Impact of market volatility on timing, transition costs and pre-funding arrangements
  • Issues arising in a scenario where funds in which the transferring scheme is invested are suspended
  • Investment fund mapping and what qualifies as a “default” arrangement
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Last update: 10 June 2021

Paul Lawrence
Paul Lawrence
Linklaters LLP
Managing Associate, Pension Funds

Pensions Client Relationship Manager – Home/ Office based

Salary: £50000 - £55000 pa

Location: London, Liverpool, Glasgow, Edinburgh, West Sussex, Exeter, Manchester

Client Success Director

Salary: £65000 - £80000 pa

Location: London

Pensions Technician

Salary: £26000 - £30000 pa

Location: County Durham