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Resources hub

From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.

Employee wellbeing in a shaken population
17 July 2020

Employee wellbeing in a shaken population

Pension schemes don’t exist in isolation - the pension strategy always has to be looked at in the joint contexts of the wider employee benefit and engagement strategies. ‘Better outcomes for pension scheme members’ takes joined-up thinking that incorporates the evolving employee experience. The COVID-19 pandemic is the biggest crisis that the UK has had to deal with since World War II, resulting in a seismic impact on the public, government, economy, employment and education. For large sections of the UK workforce, financial confidence has been shaken to its core. As we transition towards the very gradual return to whatever shape and form the new ‘normal’ takes, we should be realistic about the unique challenges, uncertainty, fears and concerns affecting the UK workforce. 

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Effective stewardship across asset classes
17 July 2020

Effective stewardship across asset classes

Responsible investment means more than avoiding harmful sectors and seeking out sustainable opportunities elsewhere. Active managers should use their influence as stewards of capital to encourage positive change through engagement and voting. With this in mind, we consider what effective stewardship means across the asset classes most appropriate to pension fund trustees.

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The changing shape of the global equity market cap index: implications for DC schemes
17 July 2020

The changing shape of the global equity market cap index: implications for DC schemes

The ‘Internet of Things’ is a term used to describe the connectivity and interaction between people, everyday products and services, and computers. We have been tracking the market capitalisation (in USD) of six stocks (Facebook, Amazon, Samsung, Microsoft, Apple and Google) over the past year, which are connected to the Internet of Things. The chart below shows that the combined market capitalisation of these six stocks is greater than the entire size of certain equity markets like Japan, the UK, and individual European countries.

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Community Investing: Can Master Trusts lead the way?
17 July 2020

Community Investing: Can Master Trusts lead the way?

The scale of Master Trusts means that they lead the way in innovation and improving member outcomes.

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Helping members avoid falling prey to investment scams
17 July 2020

Helping members avoid falling prey to investment scams

Scams have been on the rise for many years and increased significantly following the introduction of freedom and choice. Although the changes brought much more flexibility for pension scheme members, the downside is that without sufficient knowledge, it can be easy for them to make poor decisions, such as falling for a scam which can create a permanent dent in their retirement income.

Read more
Hedging longevity: the implications for your investment strategy
17 July 2020

Hedging longevity: the implications for your investment strategy

Many pension schemes have managed their liability risks by hedging interest rate and inflation risks through a liability-driven investment (LDI) approach. As a result, longevity risk has grown in significance for many schemes.

Read more
Employee wellbeing in a shaken population
17 July 2020

Employee wellbeing in a shaken population

Pension schemes don’t exist in isolation - the pension strategy always has to be looked at in the joint contexts of the wider employee benefit and engagement strategies. ‘Better outcomes for pension scheme members’ takes joined-up thinking that incorporates the evolving employee experience. The COVID-19 pandemic is the biggest crisis that the UK has had to deal with since World War II, resulting in a seismic impact on the public, government, economy, employment and education. For large sections of the UK workforce, financial confidence has been shaken to its core. As we transition towards the very gradual return to whatever shape and form the new ‘normal’ takes, we should be realistic about the unique challenges, uncertainty, fears and concerns affecting the UK workforce. 

Read more
Effective stewardship across asset classes
17 July 2020

Effective stewardship across asset classes

Responsible investment means more than avoiding harmful sectors and seeking out sustainable opportunities elsewhere. Active managers should use their influence as stewards of capital to encourage positive change through engagement and voting. With this in mind, we consider what effective stewardship means across the asset classes most appropriate to pension fund trustees.

Read more
The changing shape of the global equity market cap index: implications for DC schemes
17 July 2020

The changing shape of the global equity market cap index: implications for DC schemes

The ‘Internet of Things’ is a term used to describe the connectivity and interaction between people, everyday products and services, and computers. We have been tracking the market capitalisation (in USD) of six stocks (Facebook, Amazon, Samsung, Microsoft, Apple and Google) over the past year, which are connected to the Internet of Things. The chart below shows that the combined market capitalisation of these six stocks is greater than the entire size of certain equity markets like Japan, the UK, and individual European countries.

Read more
Community Investing: Can Master Trusts lead the way?
17 July 2020

Community Investing: Can Master Trusts lead the way?

The scale of Master Trusts means that they lead the way in innovation and improving member outcomes.

Read more
Helping members avoid falling prey to investment scams
17 July 2020

Helping members avoid falling prey to investment scams

Scams have been on the rise for many years and increased significantly following the introduction of freedom and choice. Although the changes brought much more flexibility for pension scheme members, the downside is that without sufficient knowledge, it can be easy for them to make poor decisions, such as falling for a scam which can create a permanent dent in their retirement income.

Read more
Hedging longevity: the implications for your investment strategy
17 July 2020

Hedging longevity: the implications for your investment strategy

Many pension schemes have managed their liability risks by hedging interest rate and inflation risks through a liability-driven investment (LDI) approach. As a result, longevity risk has grown in significance for many schemes.

Read more