Our WorkSave Pension Trust offers your clients flexibility and control.

OFFERING MORE FOR YOUR CLIENTS.

We understand that the pension landscape is changing. That’s why we have created our new, flexible trust based pension, so that trustees can control costs and meet auto enrolment requirements. With over 170 years’ experience and award-winning pension products, you can be sure we’re a provider you can trust.

Our WorkSave Pension Trust is a flexible product with a range of investment options and a tailored servicing proposition. Closely aligned to our award winning WorkSave Pension Plan, the WorkSave Pension Trust is an insurance policy into which trustees of a new or existing trust-based occupational pension scheme can invest. Whether trust or contract is the answer to your clients’ future auto enrolment obligations, our WorkSave products can deliver the solution.

WHAT ARE THE BENEFITS?

With our WorkSave Pension Trust, your trust-based clients can get the best out of their occupational pension schemes. Some of the benefits include:

• A diverse and flexible investment proposition, including over 150 individual funds and tailored lifestyle profiles to suit the needs of your clients.
• A wide-ranging standard level of service included in the Annual Management Charge, with the option to add extra services for an additional charge.
• Short service employer refunds can be used as a contribution offset against future employer's contributions.
• Quick, non-disruptive conversion from an unbundled (self-administered) arrangement to a bundled administration platform.
• Full online capabilities so employees can switch their funds, redirect their contributions and manage their personal details online at any time.

MORE INFORMATION

Find out more about the benefits open to your clients with our WorkSave Pension Trust and see our library for sales aids and other documentation.

For more information about our WorkSave Pension Trust, or any of our group pensions or savings products, contact Neil Kempshall, Head of Corporate Sales at neil.kempshall@landg.com.