About us

The Spinnaker Master Trust is a brand new concept. Our aim is to attract over £500 Million in pension fund assets in our first year of trading.

The Spinnaker Master Trust is essentially a "safe harbour" for any Occupational DC Scheme or DB Scheme AVCs who wish to "offload" or "park" their deferred members with us. With your blessing we will take over full responsibility for the Administration, Compliance and Investment for ALL of your deferred members including their assets.

Once you transfer to Spinnaker we will do the rest including:

1. Provision of Statutory Money Purchase Illustrations
2. Provisions of an annual statement to include a newsletter
3. Provision of web access for online valuations
4. Investment and review of member assets
5. Provision of all TPR compliance including payment of Levy’s
6. Dealing with transfers-out , death claims and divorce court orders
7. Dealing with early, normal or late retirements

Michael Kirk and Partners Ltd are based in Croyden, Surrey and the Board of Directors  average over 20 years pensions knowledge and experience each.