Insights
Pension news and opinions from our professional trustees
Brexit – the next instalment
It has ‘only’ taken three years (!) for the UK to finally leave the EU on 31 January at 11pm UK time (midnight in Brussels). At that point, the Article 50 process (see below) was completed. Article 50 – Treaty on European Union (TEU) Any Member State may decide to withdraw...
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Recent Articles
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Objective Setting – what now?
Trustees will have been busy setting objectives for their investment consultants towards the end of last year following the Competition and Markets Authority (CMA) Order which came into force on 10 December 2019. Given that this deadline has passed, and objectives have been set – what now? These objectives should not... Read More
10 February, 2020 -
Why trustees need a Responsible Investment Officer
The pension industry is not doing enough when it comes to Environmental, Social and Governance (ESG) issues! The recent Society of Pension Professionals’ survey of its membership showed that only 2% of respondents have seen material changes to their clients’ portfolios while 38% say their clients will take a tick... Read More
7 February, 2020 -
PPF Levy 2020/2021– issues, deadlines and consultation
The PPF has published its final levy rules for 2020/21 and expects levy invoices to be around 8% higher than the previous levy year. Any increase for an individual scheme will, of course, depend on specific risk characteristics. Sponsors and trustees should consider PPF levies before the deadline dates shown... Read More
4 February, 2020 -
Your Quarterly Pensions Update Q4 2019/20
Welcome to our latest Quarterly Report. The final three months of 2019 proved to be extraordinarily busy for the pensions industry. We have summarised the main issues and development in this report, together with any action trustees may need to take. 2019 ended with a sense of relief that a ‘no... Read More
31 January, 2020
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