Independent Governance Group
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Case Studies

Transferring to Master Trust

23 May 2023

Approach/experience

The approach of IGG on any transfer to Master Trust is one of collaboration, simplicity and doing the “heavy lifting” to ensure the sponsor is able to focus on the day to day roles.

A bulk transfer of any DC Scheme is a complex project but the key activities at a high level are standard including the execution of the deed of adherence, sharing of information and data on the Scheme with the new Master Trust, certification by the Scheme actuary and finally signing the transfer agreement by all parties. All of these activities require all parties to work together with advisers and each other in a pragmatic manner.

Working with the Company and the DC Master Trust provider, selected by the Company, if that was the preferred route.

Establishing a Joint Working Group (“JWG”) to include key individuals from the Company, Trustee and advisers is key so the project progresses efficiently. Ensuring all members of the JWG have the necessary authority to make decisions is critical.

 

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ADDRESS

4th Floor Cannon Place
78 Cannon Street
London
EC4N 6HL

CONTACT

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

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Independent Governance Group ("IGG") is the trading name of Ross Trustees Services Limited (07904277), Independent Trustee Services Limited (02567540), Independent Trustee Limited (02473669), Clarity Trustees Limited (12470917), Leadenhall Independent Trustees Limited (02303944) all registered in England and Wales. Registered office address: 4th Floor Cannon Place, 78 Cannon Street, London EC4N 6HL. IC Select Limited (SC331180). Registered office address: DWF LLP, 103 Waterloo Street, Glasgow G2 7BW.

© 2025 Hamsard 3776 Limited, Ross Trustees Services Limited & Independent Trustee Services Limited. All Rights Reserved.

We are audited annually as set out in the Relevant Trustee Supplement to ICAEW AAF 02/07 to support our inclusion in the TPR’s Independent Trustee Register.

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