Knowledge

Pension Trustees: The Planning Puzzle

Looking for research to help with your responsibilities as a pension trustee? Download our latest fiduciary report, covering the wide-ranging challenges and investment opportunities that face pension trustees today.
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Pension trustees

Read the report

Read our exclusive fiduciary report and gain access to research on the changing landscape for trustees.

Developed in partnership with Censuswide, our investment research shines a spotlight on upcoming priorities for Professional DB Scheme Trustees and their boards:

  1. How to plan trustee funding targets
  2. Why trustee investment plans struggle with risk analysis
  3. Uncertainty around trustee regulations have affected investment appetite
  4. Why two out of five pension trustees plan to step down from their role within a year
  5. Key fiduciary risk examples and guidance
Pension trustees

Research at a glance

Regulatory uncertainty, inflation risk and market turbulence can impact the roles and responsibilities for professional pension trustees. Our research was carried out by Censuswide in July 2022 among a broad, cross-spectrum of 70 professional trustees from UK DB pension schemes.

73%

of professional pension trustees from DB Pension Schemes are yet to set a long-term funding target.

39%

Or two fifths of professional pension trustees say their long-term funding target is going or likely to be self-sufficiency. This is up from 51% last year.

80%

of professional DB pension trustees plan to step down from their role within 3 years.

The volatility of recent months has shone a spotlight on how vital expertise and experience are in the management of pension funds. As the landscape for DB schemes gets more complex, professional trustees hold a critical position on the board as trusted and expert voices.

Bob Campion

Senior Portfolio Manager, Charles Stanley Fiduciary Management

The challenges pension trustees face today

Our new series of videos explore the key findings from our research survey of DB trustees, which looked to understand pension trustees' needs, concerns and their views on an industry that's rapidly changing shape.

More insights

Article
Stories from the front line: The LDI crisis
By Charles Stanley
04 Sep 2023 | 5 min read
Article
LDI strategies: get confident and compliant
By Bob Campion
Head of Fiduciary Management
01 Aug 2023 | 6 min read
Watch
Video
Pension Trustees' risk appetite on the rise
Head of Fiduciary Management Bob Campion sits down with Erica Whyte to find out why pension trustee's risk appetite are on the rise.
22 Mar 2023 | 3 min watch
Watch
Video
Why trustee funding targets have switched to buyout
Head of Fiduciary Management Bob Campion sits down with Erica Whyte to find out why trustee funding targets have switched to buyout.
15 Feb 2023 | 2 min watch