We are thrilled to have won the Retirement Innovation of the Year at the UK Pensions Awards. The award focuses on our innovative open banking app, which is more than a tool for just the high street and online banks. The idea is to have data from providers accessible in one place and be updated in real time, which is exactly what SEI’s app does. We partnered with MoneyHub to create the app, which not only gives members a holistic view of their finances, but allows them to see how they might put more money in to help fund their retirement.

“With DC in particular, it is extremely important for the member to be aware of what their retirement savings looks like now and in the future.” says Steve Charlton, Managing Director of DC for EMEA and Asia. Combining spending habits analysis with the flexibility to alter the amount of income drawn from the SEI Master Trust puts members in control of their retirement for the first time.

Read the award submission here.

To learn more about our Master Trust solution, please visit our webpage or contact us at institutionsuk@seic.com

 

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Important Information

This document has been created in relation to the SEI Master Trust, an occupational pension scheme which is authorised by the Pensions Regulator. This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. This advert and its contents are directed at persons who have been categorised by SIEL as a Professional Client and is not for further distribution. SIEL is authorised and regulated by the Financial Conduct Authority. While considerable care has been taken to ensure the information contained within this document is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The information in this document is for general information purposes only and does not constitute investment advice. Investment in the range of the SEI Master Trust’s funds are intended as long-term investments. The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.