At Scottish Widows, we are proud of our signatory status to the Financial Reporting Council’s (FRC) 2020 Stewardship Code. Our approach supports our climate action plan designed within the Paris Aligned Investment...
Retirement income advice has always been one of the most challenging areas of financial planning given the uncertainty around client needs, market returns and even how long a client might live. Despite...
October’s Black History Month served as a timely reminder to reflect on the complex relationship between ethnicity and pensions. While it’s heartening to see increased focus and discussion on this issue, there’s...
Over the past few years we have seen unprecedented improvements in the funding levels of DB pension schemes. This has resulted in more DB schemes being in surplus and, as a result,...
The pensions sector may not have received much of substance in the King’s Speech, with hotly anticipated legislation on decumulation, collective DC and other areas notably absent. Far easier to launch a...
Fidelity’s new FutureWise strategy combines a simplified investor journey with a future-proofed and sophisticated investment approach. This means we can offer pension scheme members, and their employers, the potential for highly effective...
To date the focus of the retirement income debate has been about how to deliver retirement income solutions that take into account the specific needs and requirements of the individual at and...
Whilst chatting with a number of DC stakeholders about illiquids, and around the impetus created by the Mansion House Compact and the emphasis on VC/PE asset classes into their portfolios, it struck...
I am a fan of adding private assets to DC default portfolios. My enthusiasm is based upon evidence from other institutional investors that broadening the asset classes in which they invest is...
Last July, the Mercer Master Trust, in partnership with retirement specialists, HUB Financial Solutions, launched Destination Retirement, a digital advice engine that helps people manage the complexity of establishing a long-term retirement...
