Scheme members benefit most when their scheme has strong governance, with trustees, sponsors and their advisers working as a partnership to ensure benefits are paid as promised.
Strategic decisions are of paramount importance; time and resources spent here will contribute far more to achieving the best results than anywhere else. We believe the best strategic decisions are made by trustees who actively challenge and debate issues with their advisers. This leads to engaging discussions which drive our enthusiasm for our work.
We enjoy what we do and we aim to bring this enthusiasm to our discussions with you. We work as a team with the trustees and sponsors, negating conflicts of interest, real or perceived, so that objectives are met efficiently. We hope that you can, as much as is possible, enjoy setting, monitoring and discussing your investment strategy with us.
“The complex strategy review on Inflation and Interest Rates in particular has delivered significant benefits to the Scheme and you were able to explain the complex investment strategy in a simple manner so that we could all understand and make an informed decision.”Secretary to the Trustees
Rexel UK Pension Scheme
New draft regulations were published recently by TPR, in order to help pension trustees set objectives for their investment consultancy provider. Ian Mills provides further insight on this and advises on actions trustees should take to meet requirements.
Building a modern growth portfolio - Have Diversified Growth Funds actually disappointed? Jemma Arfield and Chris Binns explore whether investors are expecting too much.
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?
As more of the property market opens up to investments, property should remain an important part of pension scheme’s strategies.
Should bulk annuity purchases be of interest to more schemes? With 132 transactions in 2017, this is small compared to the 5,700 UK DB pension schemes. Are schemes missing a trick, or does bulk annuity purchase only make sense in a minority of cases?
On 12 December 2018, the Competition and Markets Authority (CMA) published its final report in relation to its review of the market for investment consulting and fiduciary management services.
Rather than speculating on the results of the vote on whether the UK should remain part of the European Union (EU), our interactive webinar will offer practical guidance on the issues schemes should be considering.
As part of their most recent actuarial valuation, Tate & Lyle were seeking to continue to de-risk their £1 billion legacy DB pension scheme, but without a significant increase in deficit recovery contributions.
In 2013 the Trustees of a Charity asked us to use modelling to illustrate possible future investment returns and volatility resulting from the Charity’s current asset allocation, and then to suggest possible alternative asset allocations.
During early 2012, one of our schemes was constrained by the funding basis and the availability of contributions from the employer to the extent that it could not afford to reduce the level of risk and purchase additional protection.
Through our hard work and dedication to clients we have been accredited a ‘Gold Award’ from the independent Investor in Customers (IIC) assessment process for our consultancy and administration services.
Our independent advisory services for fiduciary management is evolving, with a name change to FM Evaluate, and a new leader. Previously called Fiduciary Management Oversight, the change to FM Evaluate.
We are welcoming industry specialist Ian Mills to the BW team, enhancing our investment consulting offering and helping to develop services to DB pension schemes.