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.
Read the report Fiduciary Management Service

Gain insights into your responsibilities

Regulatory uncertainty, inflation risk and market turbulence can impact the roles and responsibilities for professional pension trustees.


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Read our exclusive report and gain access to research on the changing landscape for professional pension trustees and understand how to navigate the seas of change.

This report was developed with Censuswide in July 2023, our research shines a spotlight on current priorities for Professional DB Scheme Trustees and their boards: 

  1. How trustees navigated the LDI crisis.
  2. How trustees are meeting their funding targets.
  3. How long-term funding targets are changing.
  4. Trustees' changing attitudes to different types of risk.
  5. Why DB pension schemes are facing a skills and knowledge crisis.
Pension trustees

Research at a glance

Our research was carried out among a broad, spectrum of 70 professional trustees from UK DB pension schemes.

76% of DB pension schemes

have set a funding target or expect to do so in the next twelve months. This is a complete switch from last year’s results.

43% of professional DB trustees

say their long-term funding target will be self-sufficiency, up slightly from 39% last year.

73% of trustees

plan to step down from their role within three 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

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0207 739 8200 (Open Mon-Fri, 9am-5pm)

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