Knowledge Hub
Dashboards: Are we nearly there yet?
17 Sept 2025
MusingsAfter years of planning, preparation and decisions, we’re nearly there. Now the dashboard journey is beginning, what’s next? In this article, Jo Fellowes shines a spotlight on the key areas that schemes and trustees need to think about; strategies for maintaining data, connection to the dashboard ecosystem, what’s expected of trustees, the unknowns of member demand and what members are likely to care about.
Implementing post DC retirement solutions
17 Sept 2025
MusingsThe Pension Schemes Bill 2025 is expected to place new duties on trustees to provide “default pension benefit solutions” for DC members. Paul Armitage looks at the current landscape and what might be expected going forwards, including considerations for trustees.
The power of independence
17 Sept 2025
MusingsWhy should the principle of independence stand at the forefront of your decision-making process? Ellen Ratcliffe explores the role that independence plays in improved outcomes and how value is delivered through the work we do across outsourced pensions management.
Getting the most out of the Own Risk Assessment (ORA)
16 Jun 2025
MusingsWith ORAs now underway, Rosanne shares tips on what’s required in the ORA and how to go about completing it. For those who haven’t yet started, it’s helpful to understand what the ORA covers and what Trustees are asked to assess and evidence from a governance and risk management perspective.
How do you decide between in-house versus outsourced pensions management?
16 Jun 2025
MusingsIn the last edition of Muse News, Ellen looked at the role of the pensions manager, which has become significantly more demanding. With the increasing weight of project work, such as dashboards, GMP work and end-game journey planning, alongside business-as-usual activities, managing resource and key person risk is critical. Ellen takes a deeper dive into factors that should be considered when looking at in-house versus outsourced pensions management – cost, managing risks, sustainability and flexibility.
Navigating an evolving landscape
16 Jun 2025
MusingsWe recently held a roundtable with a small group of pensions leaders with a mix of trustee and corporate roles, with the discussion focusing on run-on, surplus and buy-out. This article provides a summary of challenges and opportunities in a pensions landscape that continues to evolve. Although the Pension Schemes Bill provides a little more clarity for companies and schemes on some of the challenges discussed at the roundtable, many of the observations remain pertinent.
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