Knowledge
Fiduciary Management Report: Going for growth
Looking for research to help with your responsibilities as a pension trustee? Explore our latest fiduciary report, covering the issues trustees are facing today and how they are meeting them.
Pension trustees
Read the report
Read our exclusive report and gain access to research on the changing landscape for professional pension trustees. It explores funding targets, the strategic direction of pension schemes, while examining the state of recruitment and retention.
This report was developed with Censuswide in Summer 2024:
- How investment priorities are changing
- How trustees are setting funding targets.
- How trustees are managing the endgame for pension funds
- The state of recruitment and retention for trustees
- The appetite among trustees for LDI and fiduciary management
Pension trustees
Research at a glance
Going for growth: with many schemes now in surplus, there is greater flexibility for schemes to deliver better returns and reduce funding requirements from sponsors.
74% of trustees
across all schemes say long-term funding targets have not yet been set - a new funding code, a new government with a new agenda, plus market shifts may be holding them back.
75% of trustees said
The talent crisis remains an ongoing concern, but three quarters of trustees (75%) said that the number of independent professional trustees will grow over the next year
65% of trustees
say the LDI crisis has made them more likely to adopt fiduciary management for their schemes
More insights
Knowledge
Pension Trustees Report: Crisis, what crisis?
Looking for research to help with your responsibilities as a pension trustee? Explore our latest fiduciary report, covering the wide-ranging challenges and investment opportunities that face pension trustees today.
