Life and pensions consolidator Phoenix Group is partnering with behavioural science consultancy Cowry Consulting to improve customer journeys and pre-retirement engagement following an earlier trial that saw a fourfold increase in engagement....
Schroders has taken a majority stake in BlueOrchard, an impact investment manager that manages approximately £2.3bn in assets and operates in emerging and frontier markets worldwide. BlueOrchard impact investment solutions across multiple...
More people are using pensions freedoms to access their retirement savings, but the amount they are individually withdrawing has continued to fall, according to new data from HMRC. This latest quarterly figures...
Consultancy firm Benefits Advisory Services has joined the trade body, Group Risk Development (Grid). Grid is an industry-wide body that includes insurers, reinsurers and intermediaries. It works with government, regulators and employers...
Climate change has now become the main focus of shareholder engagement according to Schroders’ 2019 Institutional Investor Study. This research found there was a marked decline in those who were cynical about...
Those approaching the age of 50 will soon begin to receive standard one-page ‘wake-up’ letters, setting out their pension options, under regulatory changes made as a result of the Retirement Outcomes Review. ...
There have been further calls for a simplification of current pension tax rules, after a survey revealed almost seven out of 10 surgeons have cut their hours to avoid being hit with...
The planned ban on contingent charging for pension transfers is due to come into force early next year yet the FCA has other significant measures up its regulatory sleeve. Six months after the...
Nick McMenemy is Mercer Marsh Benefits new consulting leader for London and the South East, and will head up the company’s large corporate clients consulting teams for the region. McMenemy has worked...
If advisers were asked to name those investment strategies which have been “on trend” over the past five years, then factor-based investing would almost certainly feature. Asset management groups have been serving up...
