All articles by Lisa Botter – Page 5
-
NewsDerivatives regulation leaves schemes liable for manager reporting
News analysis: Trustees could be found liable for their investment managers not reporting derivative trades under extended derivatives regulation, with legal experts recommending reviewing contracts to hard-code duties.
-
News
Ombudsman decision underscores record-keeping risk
Schemes have been urged to record benefit decisions after a determination by the pensions ombudsman found against trustees that had not properly documented a resolution to cease discretionary increases.
-
News
Data analytics use on the rise to inform investment decisions
Four in five institutional investors have increased the use of data analytics in the past three years to inform investment and risk-management decisions, and to meet tougher regulatory requirements.
-
News
Equity market growth sees schemes rerisking
Data analysis: Schemes were rerisking in the last quarter of 2013 as they sought to benefit from rising equity markets to improve their funding levels.
-
Opinion
Spotlight on mastertrust governance intensifies
As more of the UK’s workers are set to be auto-enrolled into multi-employer workplace schemes this year, the industry’s focus has turned to ensuring these schemes are fit for purpose.
-
News
Tricky pickings for funds seeking bond returns
Data analysis: UK pension funds drove more cash into domestic and overseas corporate bonds last year in order to benefit from repairing economies and to diversify sources of yield.
-
News
One in three schemes to up smart beta in low-vol drive
Data analysis: More than a third of schemes are considering increasing allocations to smart beta strategies over the coming year, a survey has found, as investors rethink their portfolios.
-
News
Infrastructure top of agenda despite hurdles
Data analysis: Defined benefit and defined contribution schemes are once again circling infrastructure investments, but a lack of underlying assets and suitable funds – especially for DC investors – is holding back inflows.
-
News
Small schemes warming to derisking face challenges
Smaller schemes are becoming more interested in derisking strategies, a survey has found, but may be holding off on implementation due to a lack of resources.
-
NewsSchemes urged to lock in gains as market improves
Special report: Pension schemes could see a further 40 basis point jump in gilt yields by the end of 2014, improving their funding levels and derisking value.
-
News
BT ups inflation-linked assets in continuing shift
BT Pension Scheme has again boosted its inflation-linked assets, moving towards a targeted allocation of almost a third of its portfolio, while investment experts have cautioned schemes may be paying a premium for protection.
-
Opinion
How can pension schemes compare fiduciary managers?
KPMG's Patrick McCoy, Eversheds' Jeremy Goodwin, Buck Global Investment Advisors' Brian McCauley, Russell Investments' Shamindra Perera, MN's Christy Jesudasan and BNP Paribas' Anton Wouters discuss how schemes can pick the best fiduciary manager.
-
Opinion
Has there been an increase in interest for fiduciary management?
KPMG's Patrick McCoy, Eversheds' Jeremy Goodwin, Buck Global Investment Advisors' Brian McCauley, Russell Investments' Shamindra Perera, MN's Christy Jesudasan and BNP Paribas' Anton Wouters discuss the fiduciary management market.
-
Opinion
Should schemes employ independent advisers to monitor fiduciary managers?
KPMG's Patrick McCoy, Eversheds' Jeremy Goodwin, Buck Global Investment Advisors' Brian McCauley, Russell Investments' Shamindra Perera, MN's Christy Jesudasan and BNP Paribas' Anton Wouters discuss whether schemes should hire independent advisers to oversee managers.
-
News
How schemes got value from fixed income in 2013
This year saw many schemes rethinking fixed income portfolios to gain much needed return in a low-yielding environment.
-
News
Pip founding member details first investment
Strathclyde Pension Fund has approved £50m to be invested in the Pensions Infrastructure Platform and revealed the initiative is considering investments in solar energy.
-
NewsAutumn Statement 2013: How it affects your scheme
Today's Autumn Statement left schemes mulling state pension rises, a boost to exchange traded fund investment and an option to allow scheme members to top up their additional state pension.
-
Opinion
Editorial: Putting a lid on it
The debate about the proposed charging cap came to a head last week as the government’s consultation on the changes closed.
-
News
How to protect your scheme from liberation scams
Trustees are being warned to prepare robust exit contracts to prevent members claiming future benefits if a pension transfer is deemed a scam.
-
FeaturesKenwake adopts Skype-style pensions comms
Kenwake Pension Scheme has launched online face-to-face video support to make communication with its members more accessible and convenient.