Author: Tina Oversby

Bigger is better! DC schemes under pressure to consolidate

With the Government set on consolidation, it looks like it is only a matter of time before requirements are strengthened even further. Particularly, if too many DC schemes are seen to pass the VFM test.

DC Master Trust League Table

Below is the latest DC master trust league table showing who’s who in the market. These metrics represent the most recent data made available to us by the providers. * Updated metrics were not available from these master trusts at the time of publication. The figures shown are the same metrics as previously published. The…
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How to know whether those involved in the operation of your pension scheme are operating with independence

This article looks at the areas to consider to gain comfort that there is an appropriate level of independence in the operation of your pension scheme. Although primarily focussed on the approach when carrying out a review of your service providers, the principles can be applied more broadly. Independence: defined as ‘the complete freedom of…
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ESG – Does your pension support your corporate values?

ESG (Environmental, Social and Governance) was certainly a buzz phrase during 2020. With more focus than ever it is something that pension scheme trustees and sponsors cannot ignore. But what does ESG mean when it comes to pensions? And how can you ensure that your pension aligns to your corporate values? Navigating ESG and your…
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DC master trust league table – February 2021

In August 2020 we published the first on-line interactive DC master trust league table. The table outlines key metrics for the ‘commercial’ master trusts. We are now pleased to update the DC master trust league table with data provided by the master trusts during January 2021. The table can be sorted on your screen alphabetically,…
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TPR guidance for DB Trustees with distressed sponsors

On 12th November, The Pensions Regulator issued guidance for Trustees of all Defined Benefit schemes aimed at highlighting how to spot signs of corporate distress. The guidance goes on to offer practical advice on the action Trustees should take to protect the pension scheme if the signs materialise. The full guidance is available here. In…
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Size matters in a DB world

This article considers the developments in tPR guidance for DB schemes looking to transact with a superfund. It also looks at the alternative consolidation options available for smaller DB schemes looking to make efficiencies.

Are you ready for value for members assessments?

In this article we look at the draft requirements for Defined Contribution (DC) schemes with assets under £100 million and why you should act now if you are thinking about the move to a master trust.

Is it time for the return of the refund?

‘Small pension pots’ is certainly the current topic of discussion across the industry and experts seem almost unanimous in their concerns of the PPI’s apparent favoured option of Lifetime scheme. That got us thinking, what other options could be considered?

Supporting employee financial wellbeing in tough times

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