Category: Insight

Go Pensions 2021 DC Master Trust Survey

The results from our latest annual DC master trust survey are now available. This year we were interested in hearing how master trusts are preparing for expected small scheme consolidation, what priorities they see from clients and prospects and more! Hear from Tina Oversby about the findings in the short video below. Our DC master…
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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.

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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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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Employee benefits in cost constrained times

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