Premier's Value for Member assessment service for DC schemes

Designed to give trustees and employers early warning of whether their scheme’s default investment strategy is likely to pass the new VFM requirements.

This is intended to determine whether you need to think about making changes to your scheme or consolidating it into a Master Trust.

Premier is offering a ‘free of charge’ initial assessment of your scheme to give trustees and sponsoring employers a ‘heads up’ on the likelihood of the scheme passing these new tests.

We will review the charges and performance of your default fund over 1, 3 and 5 years against a selection of relevant comparator schemes and provide you with an insight on how your scheme compares.

We’ve tried to keep it as straightforward as possible for you so all the information we need should be in these documents: most recent Chair’s statement, Scheme Accounts and investment performance update.

To receive your Value for Member assessment, please use the form on the right.

Receive your assessment
Click or drag files to this area to upload. You can upload up to 5 files.

If you would like to discuss this service please contact Sue Pemberton using the details below:

Sue Pemberton

Head of DC Consulting and Technology

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sue-pemberton

DC consolidation was already gathering pace, but the new VFM regulations will significantly accelerate this process.

DC consolidation was already gathering pace, but the new VFM regulations will significantly accelerate this process.

Interested in our Value for Member assessment tool for DC schemes? Fill in your details in the form above to receive your assessment.

Receive your assessment

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