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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.

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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.

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Cashflows, investment return, and risk management: how to juggle your needs without dropping the ball
17 July 2020

Cashflows, investment return, and risk management: how to juggle your needs without dropping the ball

The impact of COVID-19 means pension scheme funding levels have fallen, covenants have deteriorated, and liquidity requirements have increased. So, schemes need return, risk management and cash more than ever. Some investment strategies force trustees to choose between these competing needs. But meeting cashflow, return and risk objectives needn’t be a juggling act. In fact, combining segregated LDI with CDI is available today, irrespective of client size, simply as a smarter investment solution.

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A recap on RPI reform
17 July 2020

A recap on RPI reform

Earlier this year, the Government and the UK Statistics Authority (the UKSA) launched a consultation on proposals to address the ‘shortcomings’ in the Retail Prices Index (RPI). Responses to the consultation can be submitted until 21 August 2020, following an extension in light of COVID-19.

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
Cashflows, investment return, and risk management: how to juggle your needs without dropping the ball
17 July 2020

Cashflows, investment return, and risk management: how to juggle your needs without dropping the ball

The impact of COVID-19 means pension scheme funding levels have fallen, covenants have deteriorated, and liquidity requirements have increased. So, schemes need return, risk management and cash more than ever. Some investment strategies force trustees to choose between these competing needs. But meeting cashflow, return and risk objectives needn’t be a juggling act. In fact, combining segregated LDI with CDI is available today, irrespective of client size, simply as a smarter investment solution.

Read more
A recap on RPI reform
17 July 2020

A recap on RPI reform

Earlier this year, the Government and the UK Statistics Authority (the UKSA) launched a consultation on proposals to address the ‘shortcomings’ in the Retail Prices Index (RPI). Responses to the consultation can be submitted until 21 August 2020, following an extension in light of COVID-19.

Read more