Capital Cranfield Trustees’ Post

The world of pensions is ever evolving so each Tuesday we shine the spotlight on a current key issue and share our perspective for #trusteetrendstuesday.   Recently Trustee Director Alan Baker was pleased to join Isio’s webinar on managing defined benefit (DB) surplus.   The session covered the perspectives from a trustee, sponsor and adviser with Isio’s Stewart Hastie hosting Alan, Phil Aspin and Emily McGuire.   This comes following The Department for Work and Pensions’ consultation on plans designed to help make DB surplus extraction easier.   The panel covered: - the circumstances under which running on beyond buy-out might work best - introduction of a statutory over-ride that gives all schemes the opportunity to distribute surplus on a regular ongoing basis a “reverse recovery plan” - the noise around discretionary increases - greater pension scheme investment in productive assets - 100% PPF underpin   View the webinar below and do reach out to Alan Baker with any questions. Alan chairs LawDeb’s internal Journey Planning Working Group alongside Lynne Rawcliffe and is well places to talk all things endgame.  

The UK risk transfer market will be dominating the agendas of many pension schemes over the next few years. With a massive increase in demand expected from schemes of all sizes, we are likely to see continued evolution of this market - from new solutions, new entrants plus new approaches to manage resource constraints across the industry. ZEDRA Governance’s Alan Greenlees, Douglas Hogg and Alastair Meeks will bring together experts from across the pensions and insurance industry in London next week. We will share knowledge and insights from industry experts to how we can deliver better outcomes for pension schemes. #UKPensions #RiskTransfer #PensionInsurers

Looking forward to hearing the industry insights and views shared in this session. Certainly plenty of challenges and opportunities in the risk transfer market. #risktransfer #zedra #sharingviews

Another example of greed and basic disregard for a client. Too often I see examples of these 'boutique' too good to be true investments. How is it possible for a FCA qualified Adviser to offer such poor advice and sleep easy knowing full well it is not in the best interests of their client? There has to be better safeguarding measures introduced to stop final salary pensions being transferred to charlatans like these.

When considering options for UK pension buy-out, smaller schemes can often find themselves disadvantaged due to a multitude of factors. We spoke to pensions experts Fiona Jaffray FIA at Legal & General, James Staveley-Wadham at Aon, Andrea Mendham at K3 Advisory and Brent Wright at Osborne Clarke LLP for their perspectives on how smaller pension schemes can overcome these challenges. Hear their thoughts in the video below, or contact Alan Greenlees to find out more about how we are already working with clients to overcome these challenges. #BuyOut #PensionSchemes #SmallSchemes #PensionsInsights

🌟 Exciting News in the Financial Sector! 🌟 Check out this insightful article from The Times about the upcoming changes to workplace pensions. With the potential diversion of funds into private equity, it’s essential for professionals in finance and investing to stay informed about these developments. Let's delve into this thought-provoking piece and consider the implications it may have on our industry. Stay ahead of the curve and read the full article now! #FinancialNews #PrivateEquity #InvestingInsights https://ift.tt/Pn8Mj4k

📺 As part of #BCorpMonth, Kate Sandle from our client Newcore Capital, and our #PBIINetwork partner Charlotte O’Leary from Pensions for Purpose, recorded an insightful conversation about why the investment industry is crucial in creating the future we need. Watch Kate and Charlotte discuss the need for systems change, the importance of being a better business, engaging investors and asset owners, and proposed future legislation that ensures all stakeholder interests are considered. #ImpactInvesting #AssetOwner #BetterBusiness

ZEDRA Governance's Alan Greenlees spoke to UK pensions experts James Staveley-Wadham at Aon, Fiona Jaffray FIA at Legal & General, Andrea Mendham at K3 Advisory and Brent Wright at Osborne Clarke LLP who shared their predictions for the pensions insurance market for the remainder of the year - particularly in relation to small schemes. Hear their thoughts in the video below, or contact Alan to find out more about how we are already working with clients to navigate pension buy-outs. #BuyOut #PensionSchemes #SmallSchemes #PensionsInsights

Alan Greenlees collects views on the buy-out market for the remainder of 2024. I am seeing the impacts of administration constraints at the insurers and Trustees taking into account non-price factors when selecting an insurer. It will be interesting to see new joiners enter the market and the impact this has on capacity, pricing and decision factors for Trustees. #ZEDRA #buyout #insights

In my last Private Markets post, we explored different types of private market assets and why they've opened up as a more realistic investment prospect for defined contribution (DC) pension schemes in recent years. In this article, we'll delve into some of the main opportunities presented by private market assets. We'll also look at the challenges around investing in this space and how Long-Term Asset Funds (LTAFs) could help address many of these issues.  Scottish Widows Workplace Pensions Scottish Widows Adviser https://lnkd.in/eQavPNNa