How to analyse workplace pension default funds

The majority of pension savers (99.7%) are invested in a default fund*. So, what makes a good one and how can you tell? Read Defaqto’s guide to reviewing workplace pension default funds – which we’ve co-sponsored – to find out.
*Source: Pensions Policy Institute, Oct 2017

Download the Defaqto guide

The People’s Pension is once again proud to co-sponsor the annual guide from Defaqto, ‘How to analyse workplace pension default funds’.

Defaqto produces this guide for professionals – such as advisers – who offer advice and guidance to clients searching for a well-suited pension provider. It’s an independent, impartial analysis of the key factors advisers should consider when reviewing default funds.

Benefits to advisers:

  • Excellent summary of key details to consider during scheme reviews
  • Direct comparison of risk-adjusted returns of key workplace pension providers
  • 1 hour CPD from reading the report
  • Complete the form to download the 2020 Defaqto guide

  • You'll be given a link to the guide once you've completed this form. We'll email it to you as well for safe keeping.

Watch last year’s adviser webinar

Discover what to expect from our upcoming adviser webinar on pension default funds, by watching a recording from last year.

Presenting on the day were Director of Policy and External Affairs, Gregg McClymont, and Chief Investment Officer Nico Aspinall. They were also joined by guest speaker from Defaqto, David Cartwright, Head of Insight and Consulting (Wealth & Protection).

The panel discussed:

  • The importance of a default fund
  • What makes a good default fund
  • Key considerations when evaluating a scheme’s default fund
  • Responsible investment
  • Asset diversification

For more information

If you’ve any questions about our adviser webinar or the Defaqto guide you can email us at rrm@thepeoplespension.co.uk.