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What we do

SEI Master Trust

Helping to deliver better outcomes for defined contribution members

View or download this important information relating to the SEI Master Trust (PDFs):

Chair's statement  |  Statement of investment principles  |  Implementation statement  |  TCFD Report

SEI announces acquisition of Atlas Master Trust from Capita

In October 2021, SEI announced the acquisition of Atlas, Capita’s defined contribution (DC) master trust. Subject to regulatory approval, the deal extends a successful, long-term strategic partnership between SEI and Capita and positions the SEI Master Trust to continue delivering best-of-breed service at scale.

Read the press release.

Our goal mirrors yours – to improve retirement outcomes for your members.

Governance you can trust from a master trust specialist, with an independent Trustee Board that delivers:

  • A technology led approach with great personal service
  • Multi-channel member communications 
  • Open banking app, putting members in touch with all of their money when they want
  • Investment and default funds designed to deliver better outcomes
  • High quality administration
  • Economies of scale which help to reduce investment fees and administrative and legal costs
  • A multi-asset diversified portfolio that invests in a selection of today’s world-class managers
  • The option of a fully-developed, cost-efficient solution for employers looking to meet their auto-enrolment requirements

We believe in looking after your members brilliantly, up to and through retirement

Our Master Trust exemplifies our heritage of experience, scale and quality:

  • 15 years providing a UK Master Trust Solution
  • Master Trust Assurance since 2015
  • Over £2bn assets under management in the SEI Master Trust*
  • Over £65bn institutional assets under management globally*

 

*As at 30 June 2022

Strong governance, limited burden

We have over a decade of experience in Master Trust. Find out how you can enjoy the economies of scale that result from pooling members’ assets from multiple schemes and spreading the legal, administrative and accounting costs.

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Important information

This is a marketing communication. 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 webpage 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 (https://seic.com/en-gb/fund-documents). And you should read the terms and conditions contained in the Prospectus (including the risk factors) before making any investment decision. The UCITS may be de-registered for sale in an EEA jurisdiction in accordance with the provisions of the UCITS Directive. 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 long-term investments. 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 webpage and its contents are for Institutional Investors only and not for further distribution.