• Home
  • About Us
  • Professional Trustees
    • Professional Trustees
    • Chair of Trustees
    • Co-Trustee
    • Corporate Sole Trustee
  • Our Services
    • Our Services
    • DB Pension Schemes
    • DC Pension Schemes & DC Master Trusts
    • Investment & Funding Strategy
    • Master Trust Transition
    • Pensions Manager
    • Project Management
    • Regulatory
    • Relationship & Conflict Management
    • Risk Transfer
    • Scheme Discontinuance
    • Scheme Secretary
    • Transactions & Restructuring
  • Our Team
  • Case Studies
  • News & Views
  • Careers
  • Contact Us
T: +44 (0)20 4599 7299
E: info@rosstrustees.com
Ross Trustees

Case Studies

Selecting a Master Trust

21 Dec 2021

We were appointed by a leading global drinks brand and the trustees of the existing DC Scheme to help lead the selection of an appropriate Master Trust. The company and trustees set up a Joint Working Group to oversee the DC changes, alongside a number of adviser reviews for the DB and DC Scheme, also co-ordinated by Ross Trustees. We initially worked with members of the Joint Working Group to understand their drivers for wanting to move to a Master Trust. We  carried out a simple, efficient needs’ analysis to fully understand the key areas of focus for the review, so we could draw up a list of suitable providers and clearly articulate scope and requirements. . We also put together a clear project plan to outline all of the steps and the time commitments that would be required by the members of the Joint Working Group, so it could be planned into their busy diaries and a transition plan which considered any interdependencies with the ongoing adviser reviews.

We approached the market and received five attractive proposals and evaluated these on behalf of the Joint Working Group using a balanced scorecard. Three providers were recommended and then selected to present. Following a successful selection day facilitated by the Ross Trustees team, a preferred provider was agreed. Due to the success of the process, the Ross Trustees team have been retained to assist the Joint Working Group with the implementation of the new Master Trust for existing employees and work with the relevant advisers and providers, to ensure the smooth transition of DC assets from the existing DC scheme. The Ross Trustees team brought extensive experience with both in-house pension management and DC consultancy backgrounds, to deliver an outcome that was well received by the client.

KEY CONTACT

Jo Myerson

Trustee Director

M  +44 (0)7387 022 351  /   Email me

WHAT'S NEW?

09 Jun 2022

Manpreet Sohal new Chair of APPT’s Diversity and Inclusion Sub-Committee

Manpreet brings a wealth of relevant experience to her new role, having played a key role in the development of Ross Trustees for over a decade.

READ MORE

07 Jun 2022

How a good Scheme Secretary makes good business sense

How the role of Scheme Secretary has evolved to become more than an administrative function to add value to well run schemes.

READ MORE

23 May 2022

Five trustees nominated for a Women in Pensions Award

Five of our trustees have been nominated for a Women in Pensions award.

READ MORE

QUICK LINKS

  • About Us
  • Professional Trustees
  • Our Services
  • Our Team
  • Case Studies
  • News & Views
  • Careers
  • Contact Us
  • Data Privacy
  • Diversity & Inclusion
  • Terms & Conditions
  • Modern Day Slavery Statement

ADDRESS

Westgate House
9 Holborn, London
EC1N 2LL

CONTACT

T: +44 (0)20 4599 7299
E: info@rosstrustees.com

Ross Trustees Services Limited (company registration number 07904277) and Ross Corporate Services Limited (company registration number 07104969) are registered in England and Wales.
Registered offices are at Westgate House, 9 Holborn, London EC1N 2LL

Copyright © 2022 Ross Trustees Services Limited & Ross Corporate Services Limited. All Rights Reserved.

We are audited annually by the Audit and Assurance Faculty (AAF) and are currently AAF 02/07 accredited.

SUBSCRIBE

SUBSCRIBE TO OUR NEWSLETTER

  • By submitting this form, the personal data provided will be used to help us present information on Ross Trustee products to you.

    If you wish to know about how we process your personal data and understand your rights, please see our full Data Privacy statement.