Blog
Pension trustees and sponsor covenant
Six lessons for trustees now As we write this, with the UK in Lockdown 3.0, nerves are more strained than ever. Whilst there is encouraging news on the vaccine front, the real fear that we are not yet at the peak of the Covid 19 crisis stalks our lives. As trustees...
How effective are the pension scheme trustees?
This is a question which trustees themselves and the sponsors of the pension schemes that they pay for should be asking on a regular basis. There has been a lot written about this. Indeed some from...
Good Pension Trustee
What does a good pension trustee look like? Since the Pensions Regulator launched its 21st Century Trustee initiative back in 2016, there has been plenty of discussion around this important topic. Now in a Covid-19 video meetings world, how has this impacted you? Do...
Pensions Chair – 6 learnings for a new skill
The Pensions Regulator has consistently spoken about the importance of the role of Chairs of pension scheme trustees and the need to show skills such as strategic leadership, managing conflict and building a consensus. The new skill in this Covid-19 world is chairing...
Accreditation and Covid-19
What four lessons have pension trustees learned working in a Covid-19 world? Firstly, congratulations to our very own Michael Clark who became the first PMI Accredited Professional Trustee on 23 April 2020. Whilst it’s a personal privilege, more importantly it...
How to review your pension scheme strategy
As we have said many times before, (see November 2019 Pension Trustees – The importance of creating a Journey Planhttps://www.cbcpensionservices.co.uk/pension-trustees-the-importance-of-creating-a-journey-plan/ and Pension scheme funding - start...
Trustee and Employer Covenant
When The Pensions Regulator (our friends in Brighton) introduced the concept of Integrated Risk Management with its now familiar triangle of covenant, investment and funding (see below) many trustees thought it would be a case of documenting a process that they...
How to Run an Effective Trustee Meeting
How are your trustee meetings run? Are they well organised, kept to time and good progress is made in terms of decision making and long term strategy development?Or are people late, the meetings overrun and conversations ramble on with no conclusion, leaving you...
Pension Trustees – The importance of creating a Journey Plan
In their latest document - Annual funding statement 2019 for defined benefit pension schemes - TPR's focus is on trustees having a long term journey plan. It’s about DB pension schemes having long term funding targets and ensuring trustees and employers having a...
What trustees can to do help members make the right decisions with their pension
We were recently invited to be a guest on a webinar looking at ‘Overcoming the risks at retirement’. It was hosted by Tim Middleton from The Pensions Management Institute (PMI) and other guests included Jonathan Watts-Lay of WEALTH at Work and David Davison of...
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