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Benefits of our approach

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Take advantage of our scale, with £1bn+ of assets transferred in

Money_hand

Reduce costs while improving member security

Moneysave

Retain control and maintain your current trustees

Building

Trustee powers, member benefits and employer covenant unchanged

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High quality advice from our Actuarial and Administration teams

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Award-winning for innovation at the Pensions Age Awards

Low costs, high control

Running a DB pension scheme can be expensive. Especially when you consider that the cheapest rates are usually only available to larger, multi-billion-pound pension schemes.

The Pensions Master Plan gives schemes the opportunity to access otherwise out-of-reach low investment charges. Using our award-winning Master Trust solution, you’re free to cut costs and maximise value for you and your members.

Whether professional or lay, your trustees will remain in place and in control. If they ever need any assistance, our highly respected actuarial and administration teams are there to support.

What sets the Master Plan apart

Our Master Plan solution delivers a range of benefits.

Cut costs. Using economies of scale, we’re able to guarantee low investment charges. Currently, The Pensions Master Plan has £1bn+ of assets transferred in and is growing.

Keep control. You’ll be able to keep your existing trustees, including any professional trustee.

Have your employer covenant stay unchanged. Our straightforward transition process maintains the employer’s obligations to the scheme.

Maintain your trustee powers and member benefits unchanged. Your scheme’s balance of powers and benefits will stay the same.

Discover superior service quality. Our Actuarial and Administration teams provide impressive levels of support, offering schemes all the guidance they need to reach their goals.

A progressive approach

Since its inception seven years ago, Master Plan has been helping schemes achieve more with by reducing costs. In fact, our innovative structure allows schemes to reduce their costs by up to 30%. You retain control and have a scheme that is cheaper to run, all while benefitting from first class service.

Events

Clarity on Pensions: The route forward under the new government

An exclusive event for senior finance professionals of DB schemes valued between £5 million and £500 million, Clarity on Pensions is designed to prepare you for upcoming changes, and help you effectively manage your legacy liabilities through analysing the impact of the new Labour government and funding code on UK finance and pension strategies. We will provide you with practical proposals to effectively aid managing costs, mitigating risks, and reducing the time burden associated with DB pension schemes, while enhancing Free Cash Flow.

Learn more and register

FAQs

Listen to our experts’ deep dive conversation into DB operational consolidation

Key people

Image Paul Yates

Director & Head of Master Plan

Paul.Yates@isio.com See full profile

Get in touch

To reduce costs and enhance the governance of your DB scheme, contact us for a no-obligation quotation.