Contact
In conversation: Transfer to master trust
This is an important conversation for anyone involved with a workplace DC pension scheme. The government has proposed some draft regulations which are due to come into effect on 5 October 2021. These are likely to force those running workplace trust-based DC schemes to transfer those schemes to a master trust.
In this short, one-to-one conversation, pensions partner Stephen Richards speaks with Ross Trustees (Director) Jo Myerson on the important changes for pension schemes and the steps and tips to consider to ensure a smooth transfer process. This is something those running a workplace defined contribution scheme should listen to.
© Stephenson Harwood LLP 2023. Information contained on this page is current as at the date of first publication and is for general information only. It is not intended to provide legal advice.