Helping members take charge of their financial futures

Find out about the support we offer to employers and trustees so you can help your members to get involved with their pensions and make the most of their scheme.

Communications

  • Scheme website

    MasterTrust website on smart phone

    Each workplace pension scheme comes with a scheme microsite. This assists members by walking them through the various stages, from joining the pension scheme through to investment choices and options at retirement.

  • Bespoke enrolment campaigns

    Desktop monitor showing MasterTrust website

    We can develop bespoke enrolment campaigns using different mediums and channels. A campaign might include: 

    • face-to-face presentations and webinars 
    • videos, posters or desk-drops into areas of the workplace
    • template communications from the point of auto-enrolment and throughout members’ journeys to retirement 
    • annual pension benefit statements
    • a UK-based member helpline
    • support for high earners 
  • Video pension benefit statements

    Pension calculation on smart phone

    We believe that the ability to bring the reality of retirement to life in a dynamic way, motivating and empowering people to act, is vital to engaging them with their retirement planning.

    Our interactive video pension benefit statement provides members with a personalised experience that translates their benefit statement data into real life scenarios.

Campaign hub

We can provide you with template communications, posters and digital assets to help engage members throughout their pension savings journey.

Our self-service campaign hub hosts the latest contents, collateral for our member presentations and links to blogs and articles for you to repurpose.

 

Cluttered desk and laptop

 

 

Member tools

Smiling man holding pen

Member presentations

We provide engaging member presentations to view via multiple channels, with a focus on providing digital options. 

This enables us to deliver pensions education to more members, while ​​reducing our carbon footprint and responding to the growing preference for using digital communications channels since the COVID-19 pandemic. It also gives you the ability to structure a wide-ranging member education programme and allows your scheme to access our digital content at a time that's convenient to them. 

Environmental, social and governance (ESG)

  • Tumelo

    Tumelo dashboard on tablet

    Tumelo

    We can offer members access to the Tumelo platform, which helps members understand how and where their pension is invested. It also lets them share with us how they would vote if they could on issues that they care about such as diversity and inclusion, climate change, executive remuneration and human rights.

  • ESG hub

    Person in front of glacier

    ESG hub

    Your members will have access to our ESG hub where they can find out how we consider environmental, social and governance (ESG) factors in our investment process.

Key risks

The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested. Past performance is no guarantee of future results.