All you need to know about saving for retirement with the Mercer Master Trust

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When you think ahead to your retirement, it can feel like there’s a lot to consider - how much you can afford to save right now and the sort of income you might need when you retire. Whatever stage of pension planning you’re at, the sooner you start saving, the more likely you are to be able to enjoy the kind of retirement you want.

For active members, each month pension contributions from your salary will automatically be invested in your pension.  You can increase your contributions to try and reach your saving goals sooner - our retirement planning tools can help you see what impact making a change to your pension contributions now, could have later in life.

The value of your pension savings is not guaranteed and can go down as well as up. You could get back less than the amount paid in.

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Mercer Master Trust brings you Mercer Money

Your pension scheme is part of the Mercer Master Trust and is administered by Aviva. This gives you access to Mercer Money. This is the gateway to your pension scheme and links directly to your pension savings account with Aviva.

Mercer Money can help you get to grips with your wider finances too. It uses Open Banking to let you bring all your financial information, including details of all your other pension pots, together in one place. This, along with the app's retirement modelling, budgeting and spending analysis tools, can really help you feel more in control of your day-to-day and long-term finances.

How the Mercer Master Trust is run

Four key parties are involved in financing, managing and running the Mercer Master Trust:

  • Your employer – Your employer has chosen the Mercer Master Trust as your workplace pension scheme and contributes to it for you.
  • Independent Trustees – The Mercer Master Trust is managed by the Mercer Master Trust Trustee Board, this is made up of independent professional trustees. The Trustee Board has a duty to manage the Mercer Master Trust in the best interests of you and your dependents and in accordance with the rules. This includes confirming that the Mercer Master Trust offers its members value for money. The Mercer Trust Trustee Board oversees and monitors all of the investment funds to ensure they are meeting the objectives set for them.
  • Mercer Limited – Mercer is responsible for running the Mercer Master Trust. This includes ensuring it is financially sustainable and appointing and managing all of the key providers, including the Mercer Master Trust administrator. In addition, the Trustees have appointed Mercer as the Mercer Master Trust investment manager.
  • Aviva Life & Pensions UK Limited– Aviva is the Mercer Master Trust administrator. It manages your pension savings account from day-to-day. Aviva’s duties include processing contributions to your pension savings, arranging investment fund switches and communicating with you from time to time on behalf of Mercer.

Documents

You can find further information about your pension savings in these documents. These documents may be updated from time to time – you can find the version date of each document at the bottom of the last page. If you require a previous version of a document, please get in touch.

Important information

This site does not provide financial advice. For financial advice please consult an authorised financial adviser. You may be charged for this, but the advice will be tailored to your personal circumstances.

MoneyHelper

MoneyHelper is a government-backed service that provides free guidance and access to information to help people make effective financial decisions at all stages of life. The MoneyHelper service won't tell you what you should do, but it will provide you with information to help you understand your options.

Got a question? We're here to help

If you have any queries, you can contact your dedicated Customer Services teams.

Who to Contact

Mercer Master Trust administration team - for questions relating to your pension savings in the Mercer Master Trust

Email:mymoney.questions@aviva.com

Tel: 0800 404 6317 (Lines are open 8:00am - 5:30pm, weekdays)  

Calls may be recorded and monitored to improve service.

Please note Aviva cannot provide financial advice. 

 

Mercer money support team - for questions relating to the Mercer Money app or website

Email: Money@mercer.com

Tel: 0330 808 9426 (Lines are open 9:00am - 5:00pm, weekdays)