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...
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...
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...
CBC Pension Services 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...
Month: November 2019 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...
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...
