Using a Third Party Evaluator to select a master trust

Using a Third Party Evaluator to select a master trust

Using a Third Party Evaluator to select a master trust

Recorded: 26 March 2019

  • Overview
    • The use of a Third Party Evaluator (TPE) can help reduce the risk and aid the selection process when choosing a master trust. But what should you take into account? 
  • Why attend
    • Ian McQuade from Muse Advisory will discuss the full market review process and how they help their clients make confident decisions. 

      • Understanding a TPE’s position in the market and how they work 
      • What to look for when choosing a master trust 
      • Tendering process 
      • Polling on market views and Q&A 
  • Who should attend
    • Senior HR, Finance and pensions managers
  • Speakers
    • Paul Goodwin, Proposition and Growth Leader, DC & Individual Wealth
      Ian McQuade, Muse Advisory