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

Use the filters on the right to find Musings, Case Studies and more.

Who is guarding the hen house?

5 Jan 2022

Viewpoints

“Well-run schemes are those that have access to a wide range of perspectives, knowledge and skills, where everyone has equal opportunity to contribute and challenge from different perspectives.” - David Fairs, Executive Director of Regulatory Policy, Analysis and Advice at The Pensions Regulator, wrote those words in his latest blog posted just before Christmas. We whole-heartedly agree with this statement and the theme of his blog, though it is interesting to contrast this with changes happening across the pensions industry and consider which are for good, and which may actually lead to long term harm.

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Getting ready for the Code - Where to start

17 Dec 2021

Viewpoints

Welcome to the Muse series Getting ready for the Code, where we are sharing practical tips and tools. The first article in the series is a practical look at gap analysis, to help assess how ready you are for the Code and ORA. After initial Trustee training, this is where many are starting their Code and ORA work.

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Julia Land

Senior Adviser

Getting ready for the Code - Practical tips and tools

17 Dec 2021

Viewpoints

Welcome to the Muse series Getting ready for the Code, where we'll be sharing our practical tips and tools. This follows our round tables in the Autumn with trustees and pension leads responsible for a wide variety of schemes, after some ORA readiness benchmarking that attendees did in advance.

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Barry Mack

Director

Home and Dry?

13 Dec 2021

Case studies

With a destination in sight many trustee boards are trying to ensure that they get there as quickly and safely as possible. So what should you do if your radar screen goes blank? Your Pensions Manager wants to retire and you need to replace the person responsible for the day to day management and direction of the scheme.

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Consolidating Advisers

13 Dec 2021

Case studies

Where a company has a number of legacy pension schemes as a result of acquisition, it is not unusual to find them administered by different parties. In this example, our client had many legacy schemes (all closed) and five different administration providers.

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Merging Trustee Boards

13 Dec 2021

Case studies

Each trustee board develops a particular way of working and an individual culture. They generate different ideas; have different resources and knowledge. In short, each is unique. So, imagine trying the challenge of combining two very different trustee boards.

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The Decision to Outsource

13 Dec 2021

Case studies

A decision to outsource should not be taken lightly. However, upon reflection, it often appears to have been clearly signposted. There are a number of drivers that put outsourcing on the table, but it usually requires that special catalyst; that key ingredient.

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Governance: Think cycles, not boxes

13 Dec 2021

Case studies

Governance is becoming better understood, and more clearly defined. It encompasses everything about governing the scheme. But with a busy agenda to manage, trustees can fall into the trap of overlooking the importance of maintaining effective governance review processes. Some may find it a challenge to prevent governance review processes becoming a periodic box-ticking exercise. Trustees must keep their minds open to what is changing around them and for the need to improve governance.

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Resourcing the Pensions Department

13 Dec 2021

Case studies

Our client asked us to conduct a benchmarking exercise investigating in-house company pension teams. During a series of interviews, 10 companies shared their current resourcing structures, activities, challenges and drivers.

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Programme Management: Benefits

13 Dec 2021

Case studies

Have you ever found yourself in the position of facing a forced change? How do you manage a complex project with tight deadlines at short notice? Well, our client needed to select a new TPA within a limited time, which was beyond their control. They not only had to complete this change, but manage a large data and pension over/ underpayments rectification project at the same time and across both incumbent and successor TPAs.

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Robert plumb

Robert Plumb

Senior Associate
Jo fellowes

Jo Fellowes

Senior Consultant
Bethanybrohm

Bethany Brohm

Analyst
Kneale Jefferis 1 removebg preview

Kneale Jefferis

Administrator
Pamjit virdi

Pamjit Virdi

Consultant
Alan simpson

Alan Simpson

Financial Controller
Cindy dadier

Cindy Dadier

Business Manager
Lindsayhawkins

Lindsay Hawkins

Director
Mark dallaway

Mark Dallaway

Senior Associate
Ian Mc Quade 2 removebg preview

Ian McQuade

CEO
Lizasinclair

Liza Sinclair

Senior Consultant
Ellie rowe

Ellie Rowe

Analyst
Emma Rogers 2 removebg preview 2

Emma Rogers

Senior Consultant
Stacy O Sullivan 1 removebg preview

Stacy O’Sullivan

Senior Consultant
Emma beard

Emma Beard

Senior Consultant
Clairewallis

Claire Wallis

Analyst
Anne kershaw

Anne Kershaw

Associate Director
Rosanne corbett

Rosanne Corbett

Principal
Antonella sferrino

Antonella Sferrino

Associate
Barrymack

Barry Mack

Director
Tomoakley

Tom Oakley

Analyst
Avgi gregory

Avgi Gregory

Chair
Julialand

Julia Land

Senior Adviser
Margsharvey

Margs Harvey

Business Administrator
Danutanott

Danuta Nott

Business Support Manager

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