How to analyse workplace pension default funds

Around 9 out of 10 savers remain in the default fund*, so what makes a good one? We’ve co-sponsored Defaqto’s new guide to reviewing workplace pension default funds – and it’s available for free below. You can also watch our webinar with Defaqto’s Head Of Insight, David Cartwright.

Adviser webinar – pension default funds: key considerations

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 schemes default fund
  • Responsible investment
  • Asset diversification
  • Q&A session

Download the Defaqto guide

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

Defaqto produce this guide to provide an independent, impartial analysis of the key factors advisers should consider when reviewing default funds.  

Benefits to advisers:
  • Re-evaluate existing schemes
  • Recommend a scheme based on facts
  • 1 hour CPD from reading the report
  • Recognise triggers for change
  • Evidence value for money
  • Identify good governance

*Source: Pensions Policy Institute, Oct 2017

For more information

If you’ve any questions that you would like answering about our adviser webinar or the Defaqto guide you can call us on 01293 766666.

Alternatively email us at rrm@bandce.co.uk.