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Bitesize TV

24 July 2024

Purposeful Pensions - Box Set 3

For the third consecutive year, the PMI has partnered with Zinc Media Group to produce our acclaimed Purposeful Pensions series. This initiative showcases businesses at the forefront of sustainable and responsible investment, offering valuable insights into the evolving world of pensions.

The film emphasises how Inalytics’ thorough analysis of past investment decisions helps determine whether a manager’s performance is due to skill or luck. This rigorous examination gives clients the assurance they need to make confident choices, no matter where they are in the world. Reporter, Toby Sadler, sits down with Rick Di Mascio, the founder and co-CEO of Inalytics, who outlines the company’s mission and approach.

The film provides insight into how Mirador Solutions Consultancy assists businesses, uncovering the potential within their data to drive better decision-making and improve operational efficiency. Today, data is the backbone and lifeblood of any business, essential for making informed choices every day. This is particularly important for pension funds and asset owners, which are inherently data-driven and depend on accurate, high-quality information to guide their decisions. Featuring Gareth Cocks, the CEO, and George Watson, the Managing Director.

This film highlights the benefits of this model which connects pension savings with the real economy, and shows how long-term fixed-rate mortgages can help mitigate interest rate stress, making it possible for renters to afford home purchases. This shift has powerful ESG benefits and could significantly increase homeownership rates, which have been declining since 2004. We feature interviews with Arjan Verbeek, Co-Founder and CEO, and Hamish Peacocke, Co-Founder and Chief Capital Officer.

 

In this film, we explore the changing landscape of pension advice, focusing on Cheetham Jackson, a firm known for its customer-first philosophy. Featuring insights from founder, Stuart Jackson, and company Director, Nikki Jones, the film examines how new consumer duty regulations align with the firm's commitment to delivering value and fairness. They discuss their approach to personalized financial planning, aiming to change the way clients view their pensions.

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