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From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with recent developments in the industry.
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From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.
The pensions freedoms were introduced five years ago. They relaxed rules on how pensions can be taken, and gave those in later life new choices on what to do with their savings. With new freedoms, however, have come new challenges for consumers and for the industry. Savers who left to navigate a complex market have sometimes paid a very high price.
In the summer, the cross-party House of Commons Work and Pensions Committee launched a three strand inquiry to examine the effects of the 2015 shake-up, and how it is working for savers.
Many UK pension schemes use gilt repurchase transactions, or repos, at the heart of their investment strategies. Market and regulatory developments have challenged the traditional bank-intermediated repo market, leading pension schemes to seek new ways to access gilt repos. These are leading to clear benefits.
Covid-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards. However, recent regulatory changes have put ESG firmly back on the agenda. This is a positive step forward for the industry as it raises the bar for all participants. But there’s so much more we can do.
Integrating ESG needs to go much further than statements of compliance with policies and mission statements. Ultimately it requires a holistic approach across a scheme’s portfolio, prefaced in two key aspects: looking deeper and looking forward
Investor engagement on Environmental, Social and Governance (ESG) issues has evolved from a niche practice carried out by mission and faith-based investors to a mainstream investor activity. This year, BMO Global Asset Management are celebrating 20 years of engagement, having engaged more than 5,500 companies across 87 countries during this time period.
The devil you know.
Fear of moving pensions administration to another third party administrator (TPA) is enough to put anyone off carrying out a market review in the first place. This can happen even when there is evidence of poor service from an incumbent administrator. It often takes time to get used to the idea of change and the forthcoming disruption.
This article aims to provide some insight and tips on how to alleviate the pain of moving administrator (or first time outsource). It is not possible to cover all aspects in this article which is deliberately focused on project oversight, data and calculations.
A question that we see regularly in the pensions press is what pensions policy or legislation the industry would like to see over the coming 12 months? The answers are always varied – we all have our own shopping lists – but there are always more ‘wants’ than parliament or regulators have the time or inclination to deliver on.