SAT strategy project

As the SATs are administered at a local level, then membership and the benefits provided to scheme members, vary from scheme to scheme. Enquiries on individual SATs should be directed to local university pension teams.

Self Administered Trusts - strategy project report

A report entitled Self Administered Trusts (SATs) strategy project report has been prepared by the EPF which reviews changes made to the benefits in 36 SATs and analyses each schemes funding position using data collated from annual accounts and actuarial valuations. The report includes results of a survey of HEIs on the pension scheme they offer to support staff working at their institution and sets out a number of options HEIs may wish to consider if they are considering ways to reduce the costs and associated risks of operating their SAT. Finally the report sets out some recommendations based on the reports findings that HEIs may wish to consider.

The report can be found below.

Self-Administered Trusts Strategy Project Report