Trustee stories

Isio has appointed Naomi L’Estrange as managing director. L’Estrange has over two decades of experience in pensions and trustee services having previously served as managing director of 20-20 Trustees and Co-CEO of...

Two-thirds of asset managers now engage on nature-related risks with companies, according to new research, but less than a quarter are making disclosures on potential risks to longer-term asset values. This survey,...

Barnett Waddingham has appointed Andrew Simpson as a partner in its actuarial consulting team. The company says this appointments helps to strengthen its presence in the Scottish and wider UK pensions market....

The Chancellor Rachel Reeves is planning a £4bn tax raid by restricting the amount employees can save into salary sacrifices schemes, according to media reports.  The Daily Telegraph reports that Reeves will...

Isio has appointed Gareth Roberts to be its chief financial officer as it looks to further expand the consultancy firm. Roberts joins from Howden where he was finance director. Prior to this...

There’s been a non-stop flow of suggested pension policy reforms for the upcoming Budget. Some are radical suggestions, others more of a tinkering with the small print. Many would be complex to...

HMRC has now repaid more than £1.5bn to people who have been overtaxed on pension withdrawals since Pension Freedom rules were introduced. In total pension savers reclaimed £48.5m in the  third quarter...

With £160 billion of surplus assets held across defined benefit pension (DB) schemes1, many schemes are sitting on a significant, yet underutilised, resource. Mercer’s Surplus Transfer Solution, via the Defined Contribution (DC)...

Trustees and pension managers are being warned about the potential risks of using AI to simplify scheme administration.  The Pensions Administration Standards Association (PASA) has issued new guidance, which offers practical support on...

Annuity rates have risen by almost 10 per cent over the past year, giving a payback period of just 13 years, according to the latest data. Standard Life’s annuity rates tracker shows...