ESG is a hot topic at present for those who manage DC pension schemes. Regulatory requirements from the DWP and TPR means trustees now have to consider how ESG affects the investment strategy for their members. What are the implications of this change?
The ‘Freedom and Choice’ reforms shook up the market a few years ago and said that people were free to use their pension pot as they wish. However, more freedom equals more choice and that makes choosing what to do at retirement more complex.
In recent years, regulators have put so much emphasis on the minutiae of defined contribution pensions that we seem to have forgotten about the bigger picture.
Former pensions minister Steve Webb took the political temperature for our DC Snapshot event -and warned that the Brexit roadblock in Parliament would not protect pensions from possible tax changes. Mark Futcher explores.
Mark Futcher and Jonathan Watts-Lay, director at Wealth at Work offer their own compelling insights into the changing face of the retirement landscape in this interview with PMI TV.
In the Workplace Wealth team we are doing some exciting work with clients to assist them in helping their employees with financial wellbeing. This is not only managing ‘positive’ wealth, but helping to manage their negative wealth more efficiently.
Value for Money (VFM) has always coveted star status on the pensions governance agenda and the latest post-auto-enrolment patch-up legislation has finally brought it centre stage.