How to analyse workplace pension default funds

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The leading guide to workplace pension default funds

With many workplace pension providers stating that 9 out of 10 members use the default fund*, it’s important that advisers can correctly assess provider’s default funds and make recommendations for their clients based upon factual evidence.

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.  

*Source: Pensions Policy Institute, Oct 2017

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

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