We can tailor different elements of our investment proposition to meet your clients’ needs.

We can simplify the investment choice available to scheme members by providing a suggested or restricted range of investment options.

Clients who opt for our WorkSave Pension Plan, and want something that is slightly more tailored than our standard investment proposition, can have their own ‘core fund’ range.

Mastertrust clients who want to offer their members a more bespoke investment range than our standard proposition can create their own shared governance fund  range.

We can also build bespoke investments for your clients, including scheme-specific funds and lifestyle profiles, that can be used as a default, using our investment only platform.

More information on bespoke investment only options below: