Workplace Savings Solutions

Workplace savings is a complex market and our strength is in supporting our customers, putting them at the core of everything we do; building strong, long-term relationships and recognising the value of working closely with advisers.

Our commitment to you and your clients

Our flexible and wide-ranging workplace savings solutions are suitable for small to large schemes, helping meet the needs of you and your clients, for today and tomorrow.

We offer a choice of ready-made and fully governed pension investment options, as well as tailored options to help you design the right solution for your clients.

Our solutions are supported by a high quality, people-led service, supporting you every step of the way. Our commitment to our clients means we will share our knowledge and expertise, support you through complexity and be easy to do business with.

Contract Solutions

  • We’ve designed our GPP to make it easy for employees to access their pension savings at retirement – whether they want tax-free cash, flexible access, an annuity or an encashment.

    We offer full transparent charges.  We have a simple annual management charge, taken regularly out of employees plan, with no set-up cost or additional fees.

    We offer a wide range of investment choices to select from, including ready-made and fully-governed solutions through to highly bespoke options. This means we can support your clients and their employees, whether they want a completely managed solution or prefer a hands-on approach. 

    We offer an easy to use secure digital service, giving your clients the flexibility and control to manage their schemes easily, and their employees a quick and easy way to view their pension online. 

    The Independent Governance Committee (IGC) is a body of experts who maintain a direct relationship with the Financial Conduct Authority. They hold product providers to account on behalf of those saving in a workplace personal pension scheme.

    Our IGC have extensive knowledge, insight and experience and use this to ensure customers are getting the best possible value for money.

    We understand the importance of engaging employees with their workplace pension and know it’s an important way of helping them plan for their future and achieve the retirement they want.  Our communications have been researched with employees to make sure we have the most relevant messaging, with deep understanding of the people we’re talking to. 

    Find out more about our GPP solution

  • Our Retirement Saver is a Group Self Invested Personal Pension (GSIPP) with integrated drawdown. It can be used as a qualifying workplace pension for automatic enrolment.

    The investment options include a selection of passive and active strategies, catering for different customer needs. It also offers access to a wide self-select range, offering greater flexibility and it can facilitate tailored adviser-designed investment strategies. It offers an investment range that is independent of any fund manager.

    The Retirement Saver offers a robust governance framework, protecting employees and supporting employers. Our Independent Governance Committee (IGC) members have extensive knowledge, insight and experience. They use this to ensure customers are getting the best possible value for money.

    We also offer traditional and digital engagement support at no additional cost to help bring retirement planning to life for customers.

    We can provide insightful reports and MI with 24/7 access to scheme data.

    Find out more about our GSIPP solution

Trust Solutions

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