Knowledge hub

Check out some of our latest insights into the happenings in the market and keep up to date with our current thinking.

8 things to think about when setting your endgame objective

11 Dec 2023

Musings

Pension risk transfer, endgame, journey plan – a project by any other name would be just as complex! The LDI ‘incident’ left many schemes in a very different funding position, but funding alone isn’t enough to accelerate an insurance transaction. It’s a broad and complicated project that will need trustees, pension scheme managers, advisers, insurers and administrators to work together. Here’s some things to think about when setting your endgame objective.

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Thoughts on the Trustee Skills Consultation

6 Oct 2023

Musings

The Pensions Regulator plans to overhaul the trustee toolkit and the accreditation process for professional trustees in a bid to ensure consistent high levels of scheme governance. As part of the Mansion House Reforms in July, The Department for Work and Pensions and HM Treasury issued a call for evidence on improving the skills, capability and culture of Trustee Boards. Here’s some of the key points our response covered

Cyber risk: It’s not ‘if’ it’s ‘when’

6 Oct 2023

Musings

Cyber-attacks have got close to home recently. While attacks were happening to the likes of the NHS and easyJet, the pensions industry had seemed to escape to a large extent. The events at Capita and with Progress Software’s MOVEit file transfer app, changed that. So, what lessons can we learn?

LDI: One Year On

6 Oct 2023

Musings

It feels like time has passed quickly since the gilt market movements a year ago. It has been a bumpy ride for some, a fortunate set of events for others and something in between for the rest. A scheme’s governance standards were key to how well they fared in this period of investment volatility.

Are you planning for your endgame? If so, you might want to put your scheme governance under the microscope…

3 Jul 2023

Musings

Almost every day brings another announcement in the pensions press where a pension scheme has insured some, or all, of its benefits. There are quotes about the effort that has gone into securing the deal, along with a long list of advisers involved in making it happen. Whilst it’s not talked about in the laudatory and congratulatory press releases, governance is key to making sure that a pension scheme is successful in achieving its endgame.

Why do trustee boards use outsourced pension management?

3 Jul 2023

Musings

Has the role of pensions managers become a last man standing role? With DB schemes heading into decline, but regulatory requirements increasing, how can trustee boards deliver robust and compliant pensions management? Here are some of the key benefits of having outsourced pensions management.