Not being Rumpole
08 October 2021

Not being Rumpole

Attending a trustee selection panel recently, the Chair commented that I’ve had a very well planned career. I was surprised. It didn’t feel planned. In fact, mostly, it seemed a random walk. I set out to be Rumpole of the Bailey and ended up as the CEO of a £45bn asset pool. Now I’m an accredited professional pension trustee and an EPMI member. How did that happen?

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Own risk assessments
08 October 2021

Own risk assessments

Under The Pensions Regulator’s (TPR) new Code of Practice, UK occupational pension schemes with 100 or more members will be legally required to produce an own risk assessment or ORA. The new Code - currently in draft, and expected in 2022 - will provide details about how this duty is to be discharged.

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Preparing your transfer procedures in light of the proposed scams regulations
08 October 2021

Preparing your transfer procedures in light of the proposed scams regulations

The Occupational and Personal Pension Schemes (Conditions for Transfers) Regulations 2021 (the Regulations) are expected to come into force in ‘early autumn’. Aiming to better protect members from scams by introducing new conditions restricting statutory rights to transfer, the changes mean that schemes need to revisit their existing processes.

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Governance – what can we learn from Master Trusts?
08 October 2021

Governance – what can we learn from Master Trusts?

Since the modern day Master Trust was first established in 2012, they have become a phenomenon and are now amongst the most popular form of Defined Contribution (DC) Pensions Savings. One of the key factors to their success has been the governance structure underpinning them. From The Pension Regulator’s authorisation and supervision regime, to the efficient operation of the Board, Master Trusts have proved that strong governance does lead to better outcomes. This article explores the key learnings from Master Trusts and whether these principles can be applied to other pension schemes.

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Responsible investment beyond the coronavirus
08 October 2021

Responsible investment beyond the coronavirus

How the investment community can help advance the environmental gains that have come out of COVID-19

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PMI Scotland Seminar - the new normal?
08 October 2021

PMI Scotland Seminar - the new normal?

On 4 August 2021, the PMI Scotland Regional group held a webinar to discuss ‘the new normal’ for the financial services sector in Scotland, in light of the lifting of COVID-19 restrictions. Four panellists lead the discussions.

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