Knowledge

The cost of comfort: Rethinking investment governance in a new era of endgame

Looking for research to support your approach to investment governance? Explore our latest report examining how pension schemes are adapting to rising regulatory demands, increasing costs, and evolving governance expectations.

Gain insights into investment governance challenges at endgame

As schemes move closer to their endgame, trustees are balancing improved funding positions with a more demanding operating environment. Our research, in partnership with Professional Pensions, highlights how regulation, cost pressures and investment governance structures are shaping decision-making across the DB landscape.

Download your free report

Access our exclusive research and gain a deeper understanding of how schemes are responding to change. This report draws on the results of a survey conducted by Professional Pensions with responses from 142 pensions professionals and covers:

  • The impact of the DB Funding Code and wider regulatory change
  • How governance workload and costs are evolving
  • Why many schemes are reluctant to review existing arrangements
  • The role of familiarity and long-standing relationships in decision-making
  • How governance structures influence investment agility and execution speed

Download the report

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Research at a glance

Around half of schemes say regulatory changes have increased their investment-related workload, reflecting the growing complexity of operating in today’s environment.

65% of schemes

reported higher investment advisory and implementation costs, with smaller schemes most impacted due to limited resources and fixed cost pressures.

59% of schemes

say they are unlikely to change their current governance structure, highlighting the influence of familiarity and existing relationships.

21% of schemes

said they can make and implement investment decisions within a day using the fiduciary management model, compared with 12% of consultant-led models, highlighting differences in agility

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Get in touch with our Fiduciary Management Service team to discuss how we can help you take control and meet your pension scheme’s objectives.

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

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Download the report

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.