How are scheme assets invested after a transfer to a superfund?

Following a transfer, scheme assets are invested alongside investor capital to create a capital buffer that supports benefits across a range of market circumstances. The superfund invests these assets to pay pensions over time.

Trustees should take independent investment advice as they approach a superfund transaction. They should consider how they align their investments to smooth the journey to a superfund, and what residual risks remain. Trustees should take independent investment advice when considering a transfer, to understand the investment approach and the residual risks involved.