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SEI wins At-Retirement Solutions Provider of the Year

2 March, 2022
clock 3 MIN READ

This award highlights our Institutional Group’s Defined Contribution (DC) business, bringing to the forefront the investment we’ve made over the last several years to further prioritise members’ retirement outcomes.

Our open banking app helps members make better decisions for their long-term financial wellbeing. It supports the new pensions regime we’re living in now by having the pension pot alongside all your other finances. The app not only gives you a holistic view of your finances, but allows you to see how you might put more money in to help fund your retirement.

"We want members to live a lifestyle of their choosing, knowing they have enough cash to last through their retirement.”

This award also talks about our Flexible Retirement Options, designed in 2014, to help members manage their needs through retirement. Over the past seven years we have continued to develop our offering, and these retired members now have annual video statements, drawdown and annuity modellers, and of course, our open banking app.

“These innovations help members budget and plan their retirement”, says Steve Charlton, Managing Director of DC for EMEA and Asia. “We let members take money how and when they need it, at no additional cost. We want members to live a lifestyle of their choosing, knowing they have enough cash to last through their retirement.”

To learn more, visit our Master Trust solution, or contact us.

Important information

This webpage has been created in relation to the SEI Master Trust, an occupational pension scheme which is authorised by the Pensions Regulator. This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. This advert and its contents are directed at persons who have been categorised by SIEL as a Professional Client and is not for further distribution. SIEL is authorised and regulated by the Financial Conduct Authority. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date and complies with relevant legislation and regulations, no warranty is given and no representation is made as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The information in this webpage is for general information purposes only and does not constitute investment advice. You should read all the investment information and details on the funds before making investment choices. Please refer to our latest Prospectus (which includes information in relation to the use of derivatives and the risks associated with the use of derivative instruments), Key Investor Information Document, Summary of UCITS Shareholder rights (which includes a summary of the rights that shareholders of our funds have) and the latest Annual or Semi-Annual Reports for more information on our funds, which can be located at Fund Documents ( And you should read the terms and conditions contained in the Prospectus (including the risk factors) before making any investment decision. If you are in any doubt about whether or how to invest, you should seek independent advice before making any decisions. Investment in the range of the SEI Master Trust’s funds are intended as a long-term investment. The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested. This document and its contents are for Institutional Investors only and not for further distribution."

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