We provide a full range of services in relation to defined benefit (DB) and defined contribution (DC) pension arrangements sponsored by employers in the sector. This includes actuarial, investment and administration services to pension fund trustees, as well as advice to employers sponsoring these arrangements.
We have also provided advice to a number of organisations participating in multi-employer arrangements such as those operated by TPT Retirement Solutions (formerly the Pensions Trust).
In addition to our pension related services, we have advised a number of charities on the investment of trust assets.
ESG, SRI, ethical investing are often used interchangeably; but actually they are different and these differences affect how client portfolios should be designed and which investments are appropriate for meeting a client’s objectives.
The Department for Work and Pensions (DWP) issued a White Paper earlier this year, explaining their proposals for increasing protections for defined benefit (DB) pension scheme members and making improvements to the system.
Every year we look at behaviours and attitudes to current and future financial health among the UK working population using our Generation WHY? survey. In our most recent survey, we spoke to more people than ever before with 3,000 giving us their views.
The DWP issued a consultation on clarifying and strengthening trustees’ investment duties in June 2018, with responses requested by mid-July. What are the key proposals and what might trustees do to prepare?
Our latest news on pensions and other business risks in the Charities and Not-for-Profit sector.
In this issue of Benefact, we discuss our latest 'Generation Why?' survey, PPF levy consultations and Non-Associated Multi-Employer Schemes for DB pensions, TPT Retirement Solutions Growth Plan Series 3 and GDPR.
50% of employers are concerned that DC is not being used for its primary purpose
Why BWell 2017 questioned full and part time UK workers to determine the overall level of wellbeing and happiness in the workplace.
Highly competitive insurer pricing compared to gilts is providing extremely attractive opportunities for schemes to remove both financial and longevity risks.
We are proud to announce the appointment of Paul Maguire as Investment Consultant to the charity and not-for-profits sector.