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Briefing
Current issues in pensions financial reporting Q4 2023
This note for Q4 2023 delves into current issues for company directors when setting assumptions, and for auditors assessing their appropriateness.
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Briefing
PATHways: Pension Administration Technical Help
PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.
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Briefing
Megatrends: building a sustainable investment portfolio
Chris Pritchard explores long-term trends seen in technology, demographics and planetary boundaries, and spotlights how your portfolio can benefit from them.
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Briefing
Pension scheme climate reporting: meeting your requirements
Clare Keeffe explores the TCFD framework, trustee requirements around climate change, and how we can help you to meet your governance and reporting duties.
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Briefing
Transfer value experience – Q4 2023
Get an in-depth analysis of defined benefit (DB) cash equivalent transfer values (CETVs) over the twelve months to 31 December 2023.
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Briefing
Recent developments in longevity
This briefing covers the latest developments in longevity with key takeaways for pension scheme trustees and stakeholders.
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Briefing
Taxation of pension death benefits: a detailed look
A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015. Read our latest content related to Pensions Taxation.
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Briefing
Asset managers’ sustainability disclosures: words vs. actions
In our latest investment insight briefing, we set out the key findings of our recent review of BW rated asset managers’ sustainability disclosures.
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Briefing
Current issues in pensions financial reporting Q3 2023
This note for Q3 2023 covers current issues for company directors setting assumptions, and for auditors determining whether they are appropriate.
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Briefing
Transfer value experience - Q3 2023
Read our briefing to get analysis of defined benefit (DB) cash equivalent transfer values (CETVs) over the twelve months to September 2023.