Tag Archives: Guided retirement

As they approach guided retirement – for how much longer will master trusts de-risk?

Posted on August 6, 2026 by henry tapper

I thought this a very interesting study of how far DC master trusts have come developing their investment strategies. Summary findings This analysis examines asset allocation across DC master trusts during the accumulation phase. Data reflects assets in 25 master … Continue reading →

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“Guided Retirement” will be hard work!

Posted on June 9, 2026 by henry tapper

I’m a fan of Joey’s message from TPR in advance of the PPI’s report on the defaults that should help savers in turn pots to pensions. I’m a 64 year saver with a pot and no guided retirement yet. It … Continue reading →

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