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.

What's New?

10 Sep 2026

IGG Responds to Government Consultation on Value for Money Framework

We welcome the proposed Value for Money Framework, while calling for broader measures that look beyond investment performance and charges to deliver better member outcomes.

07 Sep 2026

IGG hires Andrew McIlhinney as Trustee Director

Andrew McIlhinney has joined IGG as a Professional Trustee, adding significant legal and pensions expertise to the firm’s growing team serving clients across the UK.

25 Aug 2026

IGG Responds to DWP Consultation on DB Pension Surplus Flexibilities

IGG urges the Government to prioritise member security and trustee independence as it considers greater flexibility for DB pension scheme surpluses.

QUICK LINKS

ADDRESS

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

CONTACT

Independent Governance Group ("IGG") is the trading name of Ross Trustees Services Limited (07904277), Clarity Trustees Limited (12470917), Independent Trustee Limited (02473669), Independent Trustee Services Limited (02567540) and Leadenhall Independent Trustees Limited (02303944) all registered in England and Wales at the following address: 4th Floor Cannon Place, 78 Cannon Street, London EC4N 6HL.

The Independent Governance Group of companies also includes IC Select Limited (SC331180) registered in Scotland c/o DWF LLP, 103 Waterloo Street, Glasgow G2 7BW, as well as KGC Associates Limited (08202496) and Like Minds UK Limited (05579121) which are both registered in England and Wales at 4th Floor Cannon Place, 78 Cannon Street, London EC4N 6HL.

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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.