All Trustees articles – Page 26

  • Opinion

    How are DGFs being used in DC?

    2017-06-27T00:00:00Z

    How are defined contribution schemes using diversified growth funds, and what roles do member engagement and cost constraints play? Naomi L’Estrange from 2020 Trustees, Shuntao Li from Barnett Waddingham, Neil McPherson from Capital Cranfield, Murray Taylor from JLT Employee Benefits, and Percival Stanion from Pictet Asset Management discuss DGFs in DC and the issue of fees.

  • Claire Bell
    Opinion

    GDPR: Why trustees need to take notice

    2017-06-23T00:00:00Z

    Claire Bell explains how schemes should prepare to comply with the new data protection regulation ahead of its launch next year.

  • Opinion

    How do trustees choose the 'right' consultant?

    2017-06-20T00:00:00Z

    The Financial Conduct Authority’s final report on the asset management market revealed that the investment consulting sector has not escaped the watchdog’s scrutiny, but pinning down criteria for a good consultant is not easy.

  • Bloomberg
    Features

    HP sets up trustee company in simplification push

    2017-05-25T00:00:00Z

    The Hewlett Packard Limited Retirement Benefits Plan has changed the structure of its trustee board to a trustee company, in a move to simplify processes while increasing scrutiny of trustee actions. 

  • Opinion

    Should trustees review their advisers more often?

    2017-05-08T00:00:00Z

    Analysis: There are myriad tasks involved in running a pension scheme, so time is precious and efficiency is key. But when it comes to evaluating advice, how can trustees measure performance, and should they be reviewing their consultants more frequently? 

  • Oliver Jaegermann
    Opinion

    Complexity is rife - and no one is benefiting

    2017-05-04T00:00:00Z

    From the blog: Asset owners are struggling to balance the growing complexity with the governance needed to oversee their assets effectively. 

  • Features

    How has the smart beta sector evolved?

    2017-05-03T00:00:00Z

    How has the smart beta market developed? Eric Shirbini from ERI Scientific Beta, Julien Barral from bfinance, Alan Pickering from Bestrustees, James Price from Willis Towers Watson and Paul Black from Capital Cranfield discuss the range of new opportunities and how the sector has changed.

  • News

    Government's s75 proposals are a 'missed opportunity'

    2017-04-24T00:00:00Z

    Experts have welcomed the government’s recent consultation proposing a new deferred debt arrangement for employers in multi-employer pension schemes, but concerns over complexity of employer debt regulation remain.

  • Bloomberg
    Features

    Pru amends DC default, as experts warn against 'wait and see' approach

    2017-04-11T00:00:00Z

    The Prudential staff scheme is due to amend its DC default fund this year in light of the introduction of freedom and choice, amid concerns that some schemes are choosing to wait for retiree data to help them design their default.

  • News

    IA consults on cost disclosure code amid data overload concerns

    2017-03-28T00:00:00Z

    The Investment Association is calling for views on a proposed industry code on disclosure of charges and transaction costs, as some have stressed the importance of making such data easy to interpret.

  • News

    Keep it simple when exploring new strategies

    2017-03-10T00:00:00Z

    PLSA Investment Conference 2017: While smart beta has been labelled a cost-effective option for schemes looking for higher returns than a market cap index, trustees turning to these types of strategy have been advised to keep things simple while focusing on governance and costs.

  • News

    Trustees overlook strategic objectives due to deficit distraction

    2017-02-01T00:00:00Z

    Deficits distract the majority of trustees from focusing on the ultimate goal of paying members’ pensions, recent research has found, but some experts highlighted the role of covenant strength and scheme size in deciding where the priority should be.

  • Opinion

    How has the debate on value for money developed?

    2017-01-30T00:00:00Z

    Jacqui Reid from law firm Sackers takes a temperature check on the value for money debate.

  • Barnett Waddingham
    News

    Trustees told to focus less on market volatility

    2017-01-26T00:00:00Z

    From Brexit to Trump, the political events of 2016 added to market uncertainty throughout the year, but trustees should take care not to be too fixated on volatility.

  • SAUL
    Features

    Saul relocates trustees in cost-cutting drive

    2017-01-18T00:00:00Z

    The Superannuation Arrangements of the University of London has saved more than £500,000 by relocating its trustee team as part of a wider push to improve cost efficiency.

  • News

    Johnson Service Group adds £1.5m on top of recovery plan

    2017-01-13T00:00:00Z

    Textile rental provider Johnson Service Group has committed to paying £1.5m to its defined benefit scheme following the £8.25m sale of its dry cleaning business to Timpson Group.

  • Getty Images
    Opinion

    Seeing the wood for the trees: The ins and outs of investing in forestry

    2017-01-09T00:00:00Z

    Analysis: Whether investing in the UK or overseas, forestry and timberland can be an attractive addition to a pension fund portfolio. So what should trustees be aware of before branching out into this asset class?

  • Opinion

    What's the outlook for DC in 2017?

    2016-12-20T00:00:00Z

    Defined contribution adequacy and stagnant investments were key concerns for trustees in 2016, so what do experts think the new year has in store for DC?

  • Features

    Brexit, pooling and transparency: Top investment stories from 2016

    2016-12-15T00:00:00Z

    Year in review: Investment fees and the impact of Brexit on schemes’ portfolios stood out among the most salient subjects for pension schemes in 2016, while the ongoing low-yield environment prompted funds to seek higher returns and cut back on costs.

  • News

    High charges could affect £26bn of scheme assets, review warns

    2016-12-15T00:00:00Z

    The Financial Conduct Authority and Department for Work and Pensions’ Independent Project Board has found that about £26bn of pension scheme assets are potentially facing charges of 1 per cent or higher.