We know most employees choose the scheme default investment strategy. That’s why selecting the right default is the critical investment decision for your pension scheme.
With the Zurich Master Trust, all members are automatically enrolled in Personalised GuidePath, Zurich’s market leading investment strategy for Company Pensions. Personalised GuidePath is built on the Prisma multi-asset funds, a fund range ideally suited for Company Pensions.
For employees who want more involvement in their pension, the Zurich Master Trust has a concise range of eight carefully selected investment funds, all actively managed, that will meet a wide range of member investment needs. For those members who wish to invest beyond these eight funds they can refer to our Master Trust fund guide for the full list of funds available. There is lots of information and supports available for employees who want to learn more about investment risk and fund options available through the Zurich Master Trust.
Over the years Zurich has always taken a positive, active approach to managing money and we are widely recognised for our excellence in investment management. Our active approach and long-term consistent track record of investment outperformance results in better retirement outcomes for scheme members. People retiring with Zurich have enjoyed better retirement pots as a direct result of our better investment returns. *
Download the Zurich Master Trust brochure here.
*Source: Zurich Life/Moneymate, February 2023