KBPR

As a trustee, safeguarding your pension scheme's financial assets and member data is paramount in the digital age. In this article, Risk & Compliance Manager Claire Power introduces pension scheme trustees to the essentials of cyber security, offering key questions to assess your administrator's measures, perform basic analysis, understand certifications, seek independent support, and refer to official guidance. Proactive cyber security evaluation is key to ensuring the robustness of your scheme's defences. Read more: https://lnkd.in/eGbsyHuk #CyberSecurity #Pensions #PensionScheme #Trustee #PensionFunds #FinancialServices #PensionsUK #FinalSalary #DBPension #DCPension #ProfessionalTrustee #PensionTrustee

Margaret Snowdon, OBE, Chair of the Pension Scams Industry Group (PSIG), comments on some of the latest developments in the fraud landscape triggered by the recent change of government, in the latest Pension Funds Online #blog 👉 https://lnkd.in/eK85_rYU #pensions #pensionscams #fraud

As the pensions landscape continues to evolve, it's clear that digital transformation is not just a trend but a necessity. This PensionsAge article which features our Client Director Daniel Taylor, examines how technology is reshaping the pensions industry, from data management to improving member engagement and operational efficiency. Daniel says: “While other sectors have surged ahead, too many pension schemes are stuck in the past with no real digital presence. It’s an embarrassing reality that needs urgent attention”. Read the article in PensionsAge for further insights. https://lnkd.in/eqBmE6BF #Pensions #PensionScheme #Trustee #PensionFunds #FinancialServices #PensionsUK #FinalSalary #DBPension #DCPension #ProfessionalTrustee #PensionTrustee

5 weeks left to enter our #sackersbag competition! ⏳ The winners will be announced a week after the PLSA Annual Conference, and your photos will be featured on our channels! 📅 We have two categories, with the winner of each category receiving a £100 gift voucher of their choice. There's still time so get snapping! #SackersBag #PensionsPhotography #pensions #PLSA24 #PLSAANNUAL24

Stuart O'Brien comments in IPE on the need to listen to members' views on sustainable investing ♻️ Read more down below ⬇️ https://ow.ly/FczS50TjSUO

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

Leverage your marketing through PR and increased brand awareness by entering the 2025 #PensionsAgeAwards. There are 35 categories to choose from, with the option to enter as many as you wish! For more information, visit our website: https://lnkd.in/evVP7gEH

Have you read the blog by our own Samuel Roberts, Director of Investment Consulting? Featured in Pension Funds Online Sam discusses 'The Rising Economic Costs of a World Rife with Geopolitical Risk'. The US rating agency S&P Global has recently issued a warning that the world, long structured by globalization and geo-economics, is now rapidly filled with geopolitical risks. Read the blog here: https://lnkd.in/eu7yGd_t

PRESS RELEASE 📢 K3 Advisory today announced the successful completion of a £12m buy-in transaction with the Charities Aid Foundation (CAF) Pension Scheme. You can read the full #pressrelease here ⬇ https://lnkd.in/eMAJzNa6 #pensions #buyin #buyout #bulkannuity

We are delighted to announce the successful completion of a £12m full scheme buy-in for the Charities Aid Foundation (CAF). The deal completed in June 2024, with Just Group plc, and consisted of 64 pensioners and 155 deferred members.   Thomas Crawshaw, Senior Actuarial Consultant at K3 Advisory, commented: "This scheme had some unique elements that needed careful handling, including flexibilities in the benefit structure which needed to be covered in a way that the Trustees were happy to support. Despite the complexities of this transaction, we made it work through our deep market knowledge and collaboration with the other expert advisors on this deal.”   #DBpensions #bulkannuities #buyin #K3 https://lnkd.in/epN3hkNh