Cartwright Pension Trusts

Here's a sneak peak of the event we held last night talking about all things bitcoin...more to come later today. Steve Baker - thank you for coming! #BTC #pensionschemes #investing Samuel Roberts

🛑 📣 New Chapter. Same Cartwright.   We are proud to announce the first phase of a fresh brand identity marking a new era of innovation for us. A refresh of our logo, a touch of pizazz to our brand colours and a sprinkle more persona to help us keep ahead of the game. Our look and name has changed but the feel of Cartwright certainly hasn’t. You’ll still get the same personable, quality service from the same faces.   A new chapter…read all about it here 👇 https://lnkd.in/eYumiGRJ #brandrefresh #pensionschemes #trustees #anewchapter

📣 'Cartwright advises first UK pension scheme on bitcoin asset allocation' Have you heard our news? We are excited to announce a ground breaking bitcoin allocation in the investment portfolio of a UK pension scheme. This is the first allocation of its kind in the UK, executed in October following a thorough training and due diligence process. It saw Trustees of the unnamed scheme choose to make a 3% bitcoin allocation, reflecting the scheme’s relatively long investment time horizon. Samuel Roberts, our Director of Investment Consulting, commented: “Trustees are increasingly looking for innovative solutions to future-proof their schemes in the face of economic challenges. This bitcoin allocation is a strategic move that, not only offers diversification, but also taps into an asset class with a unique asymmetric risk-return profile. #bitcoin #pensionschemes #pensionschemetrustees Read all about it here: https://lnkd.in/eX2Gy_Du

In the latest Pension Funds Online blog our very own Julie Yates, Director of Pensions Administration, discusses 'Dead money? Dashboard costs, is there an alternative?' https://lnkd.in/enszyDRG #pensiondashboards #blog #pensions

Cryptocurrency: Diversification opportunity, or risky business? Glenn Cameron, Senior Investment Consultant and Head of Digital Assets at Cartwright, spoke with Sandra Haurant as she considered the arguments for and against cryptocurrency investment and what opportunities were developing for this new asset class. Glenn states "what makes #Bitcoin stand out is its finite nature. In nation state currencies like the #pound and #dollar, more notes and coins can be minted as and when the powers behind them decide to. There will only ever be a fixed number of Bitcoins – once the maximum number (21 million) is reached, no more will be created. In that sense, Bitcoin is comparable with #gold – there is only so much of it in the world. Its scarcity is what makes it valuable." Read all about it here: https://lnkd.in/ghxc7e3g

Another successful year has passed, and once again, Cartwright hosted an exceptional drinks event to celebrate. Set against the stunning backdrop of London's skyline, the evening was a vibrant tapestry of laughter and camaraderie. As guests arrived they were greeted with delicious canapés, setting the stage for a night of networking and reflection, all while enjoying the views. As the night progressed, the warm atmosphere reinforced strong #partnerships forged over the years, making it clear that together, we are poised for even greater accomplishments in the years ahead. #networking #teamwork

🌟 Expert of the Week: Rob Chandler🌟 We're thrilled to announce Rob Chandler, Pension Consultant at Cartwright, is this week's "Expert of the Week"! 🎉 Providing full #governance, scheme secretarial and consulting services, Rob has worked in the pensions sector for over 30 years and has extensive knowledge covering all aspects of DB, DC Schemes and Hybrid schemes, including #risktransfer exercises, buy-outs, wind up’s, and #bulktransfers to #MasterTrusts. Connect with Rob for expertise and commentary 👉https://ow.ly/UuWV50TGFyn #investment #pensions #benefits

The September Pensions #dashboard ‘hot topics’ update from The Pensions Regulator informed the industry on how dashboards duties will apply to a change of administrator. In a nutshell, dashboard duties will not cease during the transfer exercise: “Once connected, a scheme must stay connected, in line with the Pensions Dashboards Programme’s standards. There is no additional ‘black out’ period and trustees remain required to meet their dashboards duties while the administrator change takes place." This could prove problematic for many schemes and administrators alike. Here are some things that sprung to the mind of our own Julie Yates, Director of Administration, immediately when she read this: ❓Could this become a major consideration for #Trustees when deciding to transfer #administration to another provider and would it add to the ‘risk’ that is often incorrectly associated with moving provider? This could lead to market stagnation...   ❓On the other side of that coin…should Trustees looking to move their administration now rather than after the Scheme’s connection date to minimise further impact and logistical issues?   ❓Could this have an impact on the date transitions commence – after the ceding scheme has uploaded value data to the dashboard?   ❓Trustees might now have to consider new questions should be asked in tender documents around this. What should they be? ❓Similarly, what questions should be asked by any potential new administrator regarding value data and dashboards when responding to any tenders?   ❓What happens if there is a delay in providing value data – how pragmatic approach would the TPR take in terms of compliance and enforcement policy?   ❓What will be the impact on implementation? Things like on boarding times, resource, and automotive calculations…. As with all things Dashboard, updates can sometimes feel they pose more questions than they answer. What do you all think? Let us know in the comments ⬇   #pensionsdashboardsweek #pensionsdashboard #pensions The Pensions Regulator

Congratulations to Musqet on their funding round. We’re very pleased to be working with Musqet to develop innovative services to better support employees’ financial well-being! Read all about it below. #bitcoinpayments #employeewellbeing

We're thrilled to announce James E., Investment Analyst at Cartwright is this week's "Expert of the Week"! 🎉 With over 20 years of experience in #actuarial and #investment consulting, James joined Cartwright in 2005 and plays a key role in shaping the firm's investment advisory services. James works with a diverse portfolio of pension scheme clients, with asset values from £1m to £500m. He conducts thorough investment strategy reviews and risk assessments, ensuring client portfolios align with their long-term goals and risk tolerance while optimising performance. If you aren't connected with him, you should be! Connect here 👉 https://lnkd.in/evV38U4W #pensions #experts #benefits #investing