SLG LiveSite Portlet

Trust based pension

SLG LiveSite Portlet

A trust based solution for new and existing Defined Contribution pension schemes

Our Trust Based solutions

We have provided trust based solutions to UK employers for many years. Our approach gives companies the products and features needed to offer flexible schemes that meet the needs of their members.

The end goal is to set up a DC pension solution that gives members flexible options, a range of investments to choose from and easy to use online services – all included in a cost-effective plan.

Trust based pension plans are suitable for:

  • New DC schemes:  When an employer has closed an existing Defined Benefit scheme to new members.
  • Existing DC schemes: When an employer wants to move their scheme from one provider to another.
  • Clients that are consolidating schemes: When an employer has experienced merger and acquisition activity. 

Benefits for adviser, trustees and clients

Trustee services

We can help you support clients as they set up their new scheme and introduce it to their members. We also offer help with member communication programmes to help them engage with their new plan.

Easy plan administration

Our online platform can make setting up plans easy. Ongoing administration support helps your clients manage schemes clearly while saving both time and effort.

Flexibility and scalability

Our solutions are flexible, which means you can offer some clients a tailored solution that meets the specific needs of their members. This helps you deliver a better solution for clients.

Governance support

Your clients can manage schemes more effectively and ensure proper governance by quickly accessing online reports and useful information.

Investment choice

Clients can offer their members a wide range of investment options to match their attitude to risk and level of confidence. This includes governed risk-based options, blended funds, strategic lifestyle profiles and tailored fund options.

Buy-out policies for leavers

We can help you offer clients a quick buy-out option for members when they leave the company. This helps them free up time and effort to focus on managing benefits for active members.

Get a quote or browse useful information

You can get a quote for our trust based pension solutions by requesting one online.

Log in to get a quote now

More on trustee support

We also offer solutions to help your clients wind up existing schemes and to deliver even more value for members.

Our trustee buy-out plan

This plan helps companies and trustees wind up a scheme in a hassle-free way, saving them time and giving them peace of mind.

More about Trustee Buy-Outs

Our master trust solution

This option combines the best features of our trust and contract based schemes. It can help clients who are looking to remove some of the cost and risk that is typically associated with own trust arrangements.

More about our master trust solution

The value of investments can go down as well as up, and your clients could get back less than was paid in. Laws and tax rules may change in the future. A client's personal circumstances and where they live in the UK will also have an impact on tax treatment.

SLG LiveSite Portlet
SLG LiveSite Portlet
SLG LiveSite Portlet

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