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What does a good pension trustee look like?
Since the Pensions Regulator (or as we call them ‘our friends in Brighton’) launched its 21st Century Trustee initiative back in 2016 there has been plenty of discussion around this important topic.Three years on, how has this impacted you? Do you feel your trustee...
read moreProfessional trustees – why have one?
More and more pension schemes are opting to appoint a professional trustee.The ever-increasing burden of regulation, greater diversity of investment products and scheme deficits combine to make managing a pension scheme an ever more complex undertaking. Getting in a...
read moreHow scenario planning can benefit a Pension Trustee Board
To teach how to live without certainty and yet without being paralysed by hesitation Bertrand Russel What is scenario planning and how can it benefit your Pension scheme? Scenario planning goes much further than risk management or contingency planning. It aims to...
read moreHow we have helped Pension Trustee Boards
Sometimes it’s easier to explain our work by sharing a case study. This month we’d like to show you how we helped one client with a conflicts of interest issue. Conflicts of interest This is where the trustee may wear two or more hats. As a trustee, you have to act in...
read morePension Trustee Training – are you up to date?
In previous blogs we have covered: Having a trustee business plan – read the blog here Pension scheme risk registers – read the blog here Conflicts of interest – read the blog here This month, we are going to look at Pension Trustee training. Trusteeship in pensions...
read moreConflicts of Interest – Is your pension scheme at risk?
In our last article we looked at two of the key areas a pension’s trustee needs to consider in order to provide effective governance for their scheme. These were having a trustee business plan and a pension scheme risk register. The full article can be found here. In...
read moreGovernance – Do you meet the standards of the Pensions Regulator?
The Pensions Regulator is really hot on scheme governance, to the extent that in 2016 they produced a discussion paper on 21st century trusteeship and governance. This explored how trustee standards could be raised and how to improve the way pension schemes are...
read moreWhat is a trustee business plan?
We have been banging on about the importance of the pension scheme trustees having a plan, monitoring, tweaking and making it work. According to research by Aon in 2015 less than a third of DB pension trustees had a business plan with SMART (Specific,...
read more21st Century Trustee – Raising the bar
For the last 18 months the Pensions Regulator (our friends in Brighton) has been talking up the importance of good governance in running pension schemes. This is included confirmation of who would fall in scope as a professional trustee and implications for this. So...
read moreAre we nearly there yet? A trustee journey plan
We have written several times before about the importance of trustees and their pension scheme sponsors having a shared goal in mind (If you don't know where you are going any road will get you there). Much as though the phrase ‘a journey’ is grossly overused, it is...
read moreIf you would like to work with people who are enthusiastic about pensions call us on
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