Reports and guides

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COVID-19 Your Industry Guide
01 May 2020

COVID-19 Your Industry Guide

The coronavirus crisis has affected millions of people and changed the way we live and work in today’s society. As a result of this, we have created a report in conjunction with our Insight Partners to discuss a number of these challenges as well as emerging opportunities in the pensions industry. 

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Beyond 2020 - The age of the responsible investor
09 April 2020

Beyond 2020 - The age of the responsible investor

Technical News April 2020. We need to take stock of what is becoming an increasingly divisive world.

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Trustee Training Directory 2020
31 March 2020

Trustee Training Directory 2020

This directory has been compiled to support trustees with their training requirements. The courses listed in this document are suitable for new trustees as well as those looking to refresh their knowledge and cover the various aspects of knowledge trustees need to acquire, including legal, regulatory, investment and scheme specific knowledge.

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The final push for UK DB pension schemes
07 February 2020

The final push for UK DB pension schemes

Technical News February 2020. Against a backdrop of improving funding levels, we conducted a survey of members of the Pensions Management Institute to uncover any observations that could help other invertors plan towards their endgame. The results confirm two existing industry trends and highlight three new observations. For a full write-up of the results, including guidance from PMI members, view the full report on the PMI website: De-risking investment strategies 1  

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Navigating the ‘pensions endgame’ universe (to reach the right destination)
10 January 2020

Navigating the ‘pensions endgame’ universe (to reach the right destination)

Technical News January 2020. With the majority of private sector defined benefit (“DB”) pension schemes closed to new joiners, and increasingly closed to future benefit accrual, DB pension schemes have a finite life. Trustees and sponsors are increasingly considering new strategies as to how they manage a pension scheme to its end point. These strategies reflect that the scheme will be maturing over time, will become increasingly cashflow negative and will need to be funded to ensure all members’ pension benefits can be paid in full.

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