Investments

Your money purchase investments are now being looked after by the Spinnaker Master Trust.

The Spinnaker Master Trust Trustees have appointed Aegon Asset Management as the investment managers. As a Group, Aegon worldwide look after over £270 Billion and can trace their history back to

The Trustees of The Spinnaker Master Trust have invested your assets in a fund that will closely match the default fund that was available to you in your pension scheme before it entered the Pension Protection Fund. View our default fund (PDF).

A valuation of your holding can be provided upon request and you will receive a Statement of your investments held in January each year.

The Trustees of the Spinnaker Maser Trust will also offer you the opportunity to switch to a Cash fund as you approach your reitrement age. This is only an option and will not happen automatically.

You do also have the option to switch out of the Spinnaker Master Trust to another arrangement however you should seek Independent Financial Advice before doing so. There is no penalty to transfer.

Further information about investments can be obtained by calling the Spinnaker team on 0151 448 5400 or by emailing

 

The Spinnaker Master Trust is a brand name of Goddard Perry Consulting Ltd (GPC)
©2010 - 2013 Goddard Perry Consulting Ltd, Registered in England 1635689
Corinthian House, 17 Lansdowne Road, Croydon, Surrey, CR0 2BX
GPC is authorised and regulated by the Financial Conduct Authority.
Register number is 125376.

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