Pensions Aspects Magazine

A roadmap to responsible investing

In an ever-changing landscape for institutional investors, there is an industry-wide acknowledgement of the increasingly important role that responsible investing has to play in managing a well-diversified portfolio. More and more fiduciaries recognise that the incorporation of environmental, social and governance (ESG) risk factors can materially impact portfolio risk and return, as well as help bring the portfolio into closer alignment with an organisation’s mission and broader goals. With that, investors want to ensure they are investing responsibly and integrating ESG factors into their portfolios appropriately. The difficulty for some that are at the start of this journey lies in knowing how and where to begin.

Will the new TPR super code improve scheme governance?

The consultation on The Pensions Regulator’s (TPR’s) new Code of Practice closed on 26 May. Whilst we await the outcome of the consultation, given the aspiration to put the Code into practice by the end of 2021, it may be that changes are limited. Assuming they are, will the Code improve scheme governance?

Engaging with the ‘new normal’

I am sitting in the sun at my favourite café writing this piece. Finally, life’s getting back to normal. Despite the changes wrought by COVID-19, there are some constants. For example, the Financial Conduct Authority (FCA) is still on a mission to ensure that the boundaries of advice and guidance are well defined. It recently joined forces with The Pensions Regulator (TPR) to publish some dos and don’ts in this area. The aim is to give clarity to trustees on what they can and can’t do in terms of providing guidance and support around financial decision-making.

Lightening the governance load in volatile times

For professional clients only

In our latest blog, learn how fiduciary management can provide respite for hard-pressed trustees in uncertain times.