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WorkSave Pension Trust

Our WorkSave Pension Trust offers a bundled solution for trust based defined contribution pension schemes – either existing or brand new schemes. It is structured as an insurance policy which gives Trustee(s) access to an investment and administration platform. This structure gives it a great deal of flexibility.

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.

Our WorkSave Pension Trust also offers the option of the Future World Multi-Asset Fund for Trustees who wish to offer their members a default arrangement that takes a positive ESG stance.

Contact us

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.

Literature and forms

All the documents and literature about the WorkSave Pension Plan.

Responsible investing

Find out more about our policies and actions on responsible investing so you can share our credentials with your clients.