SAM POWERED BY HSBC

We need to talk about Sam.

A master trust is an occupational pension scheme for multiple employers, in which each employer is included in a separate section of the scheme.

HSBC wanted to launch a master trust at a time when many employees lacked confidence in saving for retirement and were failing to engage with or make informed decisions about long-term savings.

Although governance and regulatory responsibilities sit with a trustee, participating employers have the ability to make decisions about contributions, investments, and benefits.

A master trust offers employers the advantage of a strong governance capability, but with generally lower operating costs and greater simplicity than a single-employer scheme, which requires its own trust deed, rules, and trustees.

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