Three top tips for managing trustees’ data responsibilities

Pension schemes are veritable treasure troves of personal data, holding contact details, bank account specifics, and even scanned copies of passports and utility bills. And managing that data, from a trustee perspective, has never been more complicated and fraught with risk.

Investment exclusions - a route through the maze

With the need to invest responsibly in mind, many pension trustees are asking whether part of the solution may be to set a no-go policy for some types of investment asset.

Diversity and inclusion: the pensions challenge

With auto-enrolment now well established, membership of the occupational pension schemes and Master Trusts that we work with will be more diverse than ever. The challenge for the pensions industry is to consider how to reflect that in our approach, both on trustee boards and as advisers.

Each will have its own hurdles to overcome when it comes to improving diversity and inclusion, but with inaction no longer feeling acceptable from a cultural, moral or legal perspective, what can the industry do to ensure it is representative of its savers?

GDPR - one year on

It has been one year since GDPR has been implemented and to discuss what this means for pension trustees we have Sarah Henderson, Senior Associate from Sackers to give us her insight.

ESG – Regulatory changes

Stuart O'Brien, Analyst, Sackers, discusses the effect of regulatory changes on ESG, the difference required between DB and DC schemes, the primary focus of trustees on returns and whether these changes are a fad or here to stay.