Our WorkSave Pension Trust offers your clients a flexible trust based solution.
It offers a range of investment options as well as tailored servicing.
Your client as trustees will be responsible for the overall running of the scheme. This means that they’ll be actively involved in the management of the scheme and you’ll be able to work with them to make key decisions such as choosing the investment strategy.
Cash lump sum:
Does your client like the idea of a trust based scheme but not the hassle of being a trustee?
Our Mastertrust option could be just what they are looking for.
For more information, please speak to your usual contact or get in touch.
We'd like to share our experience and expertise with you. Speak to us if you would like to view a demonstration of our online solutions, or if you have any specific client projects that you would like to discuss.