Working with Pension Trustees

We seek to build a trusted relationship with Pension Trustees from schemes of all sizes, their advisers and consultants to help you take control and meet your pension scheme’s objectives.

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How we work with you

Our experienced team will support you through every stage of your journey.

Build a trusted relationship

Our tailored approach involves building strong relationships with Pension Trustees, taking the time to truly understand the situation and goals. We also ensure full transparency across pricing, decision making and performance reporting.

Understand your needs

As one of the UK’s leading Fiduciary Managers, we’ve worked with hundreds of trustees. We have the experience, expertise, and a track record to help your pension scheme make the right decisions to meet its objectives.

The support you need

Working with a dedicated panel of independent experts in specialist areas, we provide trustee training as well as guidance and advice on all areas of pensions, such as buy-outs, governance, and regulation.

Keep you informed

We’ll keep you up to date with regulatory changes, reporting duties and best practice, through the latest industry insights, research, market commentary, events and regular training.

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The Planning Puzzle

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

Watch our webinar, where our panel of experts debate in the wake of the LDI crisis last year, is there still a place for illiquid investing for smaller pension schemes? And how have trustees changed their approach to hedging and growth strategies?

Learn how illiquid assets impacted the gilt market and hedging, in 2022
Discover how hedging assets have changed since the gilt crisis
Find out how pension funds are now adapting their portfolios
Decide whether illiquid assets still play an important role in pension fund portfolios. Are there better options?

Read the full report

Funding targets

Why have trustee funding targets have switched to buyout? Buyout has become a more popular avenue for professional DB trustees. Our recent research identified that over a third (34%) of schemes say their long-term funding target will be buy-out via an insurer - an increase from 19% last year. Head of Fiduciary Management, Bob Campion sits down with Erica Whyte to explain what buyout via an insurer is and why we've seen a noticeable increase in trustees' moving their goalposts towards it.

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The changing face of professional trusteeship

Our recent research highlighted that 40% of professional trustees are planning to step down from their roles within the next year with 80% planning to step down within the next three years. Head of Fiduciary Management Bob Campion sits down with Erica Whyte to discuss whether the industry is facing an exodus or an evolution of professional trusteeship.

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Pension Trustees' risk appetite on the rise

Head of Fiduciary Management Bob Campion sits down with Erica Whyte to discuss what's behind this increase in risk appetite and explains why schemes without a set funding target are more likely to make risky investment decisions.

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Implications of Bond market volatility

Senior Portfolio Manager, Bob Campion sits down with Erica Whyte to provide an update on the recent Bond market volatility and explains what the implications are for Pensions Schemes. Filmed October 2022

What caused the Bond Market drama
Why the Bank of England had to step in
What the implications are for Pensions Schemes

Read the full report

Understanding your challenges

Our detailed and tailored approach focuses on taking the time to fully understand your challenges, needs and objectives.

Keeping up with the latest rules and regulations

Through our fiduciary services, we provide the strong investment governance needed in today’s regulatory environment. Our trustee training also ensures you have the information to perform your role with confidence as well as kept up to date with the latest governance and regulatory changes.

Your scheme liabilities are a moving target

This means that your investments should be managed with an in-depth understanding of your liabilities and the risks that your scheme faces. We provide the high level of skill, resources and analysis that this demands.

Complex markets constantly evolving

Our experienced multi-asset investment team provides the oversight required to maintain control of your scheme’s investment strategy, manage risk and take action as conditions change.

Failing to plan is planning to fail

Implementing a sophisticated long-term investment plan is critical for managing risk effectively and can give your scheme the best chance of achieving its goals. Our portfolio managers work with you to build a suitable plan, so you can take control of your pension scheme.

Latest insights

Read our latest research, market commentary, in-depth guidance to stay informed on key pension industry matters. Sign up to receive regular email updates with our latest insights and events.

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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.