Pensions Management Institute (PMI)’s Post

Interesting and characteristically wide-ranging article from Ruston Smith MBA, FPMI, FCMI, FRSA I'm increasingly convinced that the idea he mentions of an integrated savings product which is part-pension, part housing deposit vehicle and part short-term savings buffer is the way to go. It's time to start thinking holistically about saving, rather than live in our pensions/housing/cash silos! https://lnkd.in/eBqwDdxH

1️⃣ year on……(*wow that’s flown by 🤯) When I joined Schroders Solutions I wrote a piece with Thomas Williams about long-dated real yields 📈 being ⬆️1%. (They’re still there!) We’ve got the ✍️back out and we’ve written about recent innovations in the LDI market (this follows trades we did in Feb and an FT article last month - see comments section for link). In this article we talk through Credit Collateralised Gilt Repo and Corpoate bond repo and discuss how these tools are helpful for managing LDI portfolios. (There’s also a handy explainer in the appendix on how traditional gilt repo transactions work - I hope people find this useful). *ok, it’s technically 11 months but LinkedIn is rounding up to a year….

✨ LDI Innovation ✨ The article below sets out how Schroders is using Credit Collateralised Gilt Repo (CCGR) and Corporate Bond Repo in managing our client's LDI portfolios. Please get in touch if you'd like to hear more about this or think it would benefit your client/scheme.

If you want to find out more about the potential benefits of operational pensions consolidation - this is exactly the video you should watch (popcorn optional).

Operational consolidation – in conversation with Isio’s Andrew Goddard and Alexandra McClelland. With lots of discussion in the DB pensions industry around consolidation, we explore in detail some of the BIG questions. During this deep dive conversation, Andrew and Alex discuss how operational consolidators can solve problems faced by trustees and sponsors, making the running of schemes simpler and easier. The discussion also explores the journey to end-game and how operational consolidation can be an aid to this process. Watch the full conversation here: https://lnkd.in/eGVgJ-D9 #DBConsolidation #OperationalConsolidaton

If 17% of investors are experiencing multi-million dollar errors in their corporate actions, what does that mean for our pensions? Who is paying for these errors? Make sure you download our latest corporate actions report - aimed at reframing the whole discussion around the people that ultimately foot the bill. ...and do reach out if you want to talk more!

*Marketing material for professional clients only* Dive into the latest insights on Liability Driven Investment (LDI) from our Schroders Solutions Team. Owen Davies FIA and Thomas Williams explain how recent innovation by Schroders Solutions helps defined benefit (DB) pension schemes better manage risk in their LDI portfolios. This article offers valuable insights for trustees and other stakeholders in the DB pensions space. Read the full article now: https://okt.to/tFlCEp Capital is at risk with investing. #Schroders #LDI #Innovation #CorporateBonds #RiskManagement

Another day, another conference stage! Tomorrow I'll be moderating the panel discussion on pension asset allocator trends at The Pensions Asset Allcoation summit, hosted by SG Pensions Enterprise. Looking forward to hearing what my excellent panel - Lucinda Downing, Mark Walker, Gordon Ross and Mark Thompson have to say! See you there tomorrow. #events #moderating #paneldiscussion #pensions #assetallocation.

Your financial life manager should not only keep you on track to reach a flourishing future for you and your family... But provide value along the way. Thank you to this client who shared their thoughts earlier this year 👇 If you have over £1m in pensions, investments or cash, let's have an initial conversation about how we might add value to your life's journey:  https://lnkd.in/dAmn8vdt #investing #customerservice

How are corporate action problems draining our pensions and savings? We're really excited to be launching our latest factsheet report this week on "Corporate Actions from an Investor's Perspective" - in partnership with The Depository Trust & Clearing Corporation (DTCC). Aimed at re-framing the whole corporate action debate around the specific issues that fund managers and beneficial owners face, this report sheds light on exactly how market inefficiencies are hitting our pensions and investments today. Download the report here https://lnkd.in/gtNwxqfC