How to analyse workplace pension default funds

by Danny Luggah, Richard Hulbert and Patrick Norwood
Insight Consultants

April 2020

The workplace pension arena provides a great opportunity for advisers. There are over 1.4 million employers with schemes, and this is growing by around 175,000 each year as every new business must have one in place.

This CPD accredited guide provides an overview of key factors advisers should be aware of, understand and consider when reviewing default funds.

This document is written for professionals providing advice and guidance on scheme selection. However employers and employees with an interest in their workplace pension may also find the guide useful.

Download this guide to:

• Identify where improvements in employee benefit packages are available
• Identify a provider’s default investment strategy, focusing on the accumulation phase, and how they compare to others
• Identify the main differentiating factors between default funds
• See how default funds have performed compared to each other

The document is accredited by the CII/PFS and CISI for up to 60 minutes of structured CPD.