The SEI Master Trust has gained authorisation from The Pensions Regulator
Employers who want to help employees save for retirement have to make complex decisions about the level of support and oversight they can provide to meet regulatory requirements. Our innovation in DC pension provision, SEI Master Trust, gives you strong governance with limited burden by outsourcing the decision making to an independent trustee body. As of August 2019, our Master Trust has been authorised by The Pensions Regulator.
Our goal mirrors yours – to improve retirement outcomes for your members.
Our Master Trust solution for defined contribution schemes offers:
A combination of best-of-breed investment management with scheme administration, member communications and auto-enrolment assessment
Manager selection and monitoring, asset allocation decisions and consistent research into DC issues important to you
Full 360-degree governance to address regulatory requirements
When is less actually more
When our solution is able to potentially reduce your:
- Resource burden
- Transaction costs
- Out-of-market exposure
Your scheme can benefit from potentially lower investment fees.
Your custom plan design includes:
Design of the default investment strategy, including the analysis and design of a custom glide path, which can be customised to match your existing scheme lineup
Alternative strategies with glide paths tailored for drawdown and cash withdrawals post-retirement
An inclusive menu of investments using active, passive, and third party funds
Value through bundled cost structures
We look to provide you with maximum value through our global scale. Our fee structure is all encompassing, meaning that your scheme can benefit from potentially lower investment fees and multi-manager implementation with no additional costs for:
A custom glide path
Regulatory updates and legal reviews of the Master Trust offering
Interactive member communication, education and fully transactional online offering
Whether you are fully outsourced, with and without auto-enrolment, or closed "deferred only" DC schemes, we’re confident that we can provide access to a better range of investment options, while helping you maintain flexibility and good governance.
View or download this important information relating to the SEI Master Trust (PDFs):
Statement of investment principles | Chair's statement | Implementation statement
Strong governance, limited burden
We have a decade of experience in Master Trust
Find out how you can enjoy the economies of scale that result from pooling members’ assets from multiple schemes and spreading the legal, administrative and accounting costs.
Download the brochure
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Legal Note
Important information
This webpage 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 webpage 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.