NEST case study

How to analyse auto-enrolment default funds

Published by : NEST

Historically 9 out of 10 savers have remained in the default fund from inception to retirement. In the rapidly growing DC marketplace it is becoming increasingly advantageous to understand the strengths and weaknesses of available auto-enrolment propositions.

This Defaqto report sponsored by NEST highlights the key factors advisers should be aware of and considering when reviewing default funds. This case study is split into three parts:

  1. Analysis of the key factors to consider when reviewing default funds

  2. Comparison of the most commonly used default funds

  3. Specific focus on the National Employment Savings Trust (NEST) proposition

Download to learn more.

Published:01 February 2017

Business Area: Auto-Enrolment

Type: Portable Document Format (.pdf)

Rating: 4 people found this useful


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