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Blog
DB transfers - a framework for best practice
The PASA’s defined benefit (DB) transfer guidance is a serious, aspirational and fairly far-reaching piece of work with some key players on board, is one of those s…
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Blog
Model validation: key steps to a faster, smoother process
Model validation should not be a tick box exercise. It has all the right ingredients to be a value adding exercise that can help senior management understand what r…
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Blog
A look back at 2019 in the world of pensions…
2019 has seen changes in guidelines and approaches to the pension scheme industry. Our experts have kept fingers on the pulse to see how the changes affect the indu…
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Blog
Data democratisation: leveraging data to generate value
Insurance companies are collecting more and more data through the proposal process, supplemented with data from public sources or industry databases. However, the e…
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Blog
Data science, ethics and actuaries
As insurance companies are using more and more data science models, collaborations between actuaries and data scientists will be the key to developing a robust fram…
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Blog
The General Election – Christmas cheer or beware the Grinch?
With the General Election only eight trading days before Christmas investors will have little, if any, time to implement changes to their portfolios. Coupled with …
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Blog
The pensions dashboard and the general election: what happens now?
The hiatus caused by the general election could delay the launch of the first pensions dashboard. At worst, it could derail the dashboards project altogether.
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Blog
How can I hold student property in my SSAS or SIPP?
There are a number of factors to consider when deciding whether to bring hall of residence into your pension scheme. Not all properties will meet HMRC’s criteria as…
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Blog
What can an investment adviser do for a charity?
Find out how an investment adviser can support charities, even with their financial objectives. One main way of looking at this is through considering the ESG facto…
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Blog
TCFD: time to get serious?
Climate change has long been considered by insurers as a Corporate Social Responsibility (CSR). However, only a few have considered climate change as a risk that wi…