Master Trusts2022-09-09T13:11:12+01:00

MASTER TRUSTS

Should you move to a Master Trust? If so, we can help you identify the best option.

Providing independent evaluation and oversight of master trust arrangements

Providers are using the recent IORP II requirements as a catalyst to offer their master trusts as an easier alternative to upgrading your existing DC scheme governance. However, does the move really represent a better value proposition for members?

Switching to a Master Trust arrangement is a significant decision for employers, with a broad range of benefits and pitfalls to be considered. Acuvest supports employers in deciding whether a switch to a master trust is the best way of meeting the requirements of all scheme stakeholders, and if so, in selecting the master trust that is best suited to their needs and objectives.

Acuvest brings independent expertise and experience in designing, assessing and advising on the management of pension schemes for companies who are looking to provide retirement savings for their past and present employees.

We offer an unrivalled ability to assess the strengths and weaknesses of the various master trust solutions that are available in the Irish market.

Our service is designed to help companies and trustees identify and select the solution that best meets the objectives of the scheme members and the sponsoring employer.

THE ACUVEST MASTER TRUST REVIEW

Governance

We ensure scheme governance and management is in line with best practice and regulatory requirements.

Conflicts of Interest

Acuvest identifies any conflicts of interest and ensures these are mitigated and managed effectively.

Investment Solutions

We examine the available investment options to ensure they will meet the needs of all scheme members.

We review the quality and accessibility of member & employer communications.

Value For Money

We review and ensure all fees & charges are fair and represent value for money for all parties.

Overall Suitability

We assess the overall fit with the scheme needs of both the employer & members.

Please note that the provision of this product or service does not require licensing, authorisation or registration with the Central Bank and, as a result, it is not covered by the Central Bank’s requirements designed to protect consumers or by a statutory compensation scheme.

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