What are the benefits of the LifeSight master trust?

LifeSight’s master trust lightens the load for corporate and HR teams, freeing up time for you to focus on your core business.

With a proven track record in outsourced and delegated solutions, LifeSight has a robust governance and control framework, including an optional trustee company that can act as trustee for your plan. The investment design is managed by our global investment experts, and all pension plan services operate using our secure proprietary administration and recordkeeping platform.

Transitioning to the master trust is easy. We do all the heavy lifting and guide you every step of the way. The transition to LifeSight can take place with minimal disruption to existing pension structures and the member experience. Giving employees access to a high-quality pension provision has never been this easy.

By leveraging our scale and independence from asset managers, LifeSight can offer a full range of smart investment strategies at a lower cost to your employees, helping them make the most of their retirement savings.

Personalised communications and simple online and mobile support tools make it easy for members to set a goal for their retirement. This allows employees to build their confidence and feel more prepared for retirement, which in turn helps you manage your workforce. Combined with our wide-ranging financial wellness resources, members will feel fully supported across all aspects of their finances, reducing stress and removing barriers to productivity.

We can support members of the master trust with personalised financial planning solutions tailored to members’ unique needs. Our expert financial advice team offers guidance to help you grow, protect, and plan your wealth for every stage of life.

Financial advice isn’t a one-time event – it’s an ongoing process. We adapt to changes in your personal circumstances, goals, and market conditions, ensuring that your financial plan evolves with you.