Putting a stop to unsuitable defined benefit transfer advice
The Financial Conduct Authority recently expressed concern that too much of the defined benefit transfer advice it has seen to date is still not of an acceptable standard. In this podcast, Tom Selby, ...
26 Juni 20199min
How will investment pathways help consumers?
In January, the Financial Conduct Authority launched its consultation on investment pathways and other proposed changes to its rules and guidance. The consultation closed in April and the watchdog pla...
13 Juni 20194min
Are you doing enough to engage scheme members?
While technology is helping improve pensions communications across the industry, several challenges remain. In this PE podcast, Shola Salako, trustee representative at Dalriada Trustees, and Rhys Will...
7 Juni 20196min
Is LGPS governance up to scratch?
From asset pooling and actuarial valuations, to administration and data, local government pension schemes have a lot to think about this year – meaning good governance is more important than ever. In ...
2 Apr 20199min
How to select the right master trust
Master trusts have until the end of March to complete their applications to the Pensions Regulator for authorisation. In this PE podcast episode, Ian McQuade, director at Muse Advisory, discusses mast...
19 Mars 20197min
Improving the quality of professional trustees
Last month, the Professional Trustee Standards Working Group published a set of new standards, which all professional trustees will be expected to meet. The group is also due to launch an associated a...
11 Mars 20196min
How to approach the bulk annuity market
2019 is predicted to break last year's record for bulk annuity deals. But with insurers being more selective, experts have stressed the need for defined benefit pension scheme trustees to make sure th...
12 Feb 20194min
ESG: Trustee investment duties explained
New regulations coming into force this year mean pension schemes will be required to publish more-detailed statements of investment principles. These will address financially material environmental, s...
24 Jan 201911min
