Resources hub

From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.

Seeking new sources of repo liquidity
13 November 2020

Seeking new sources of repo liquidity

Many UK pension schemes use gilt repurchase transactions, or repos, at the heart of their investment strategies. Market and regulatory developments have challenged the traditional bank-intermediated repo market, leading pension schemes to seek new ways to access gilt repos. These are leading to clear benefits.

Find out More
Integrating ESG risks: looking beyond the headline number
13 November 2020

Integrating ESG risks: looking beyond the headline number

Covid-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards. However, recent regulatory changes have put ESG firmly back on the agenda. This is a positive step forward for the industry as it raises the bar for all participants. But there’s so much more we can do.

Integrating ESG needs to go much further than statements of compliance with policies and mission statements. Ultimately it requires a holistic approach across a scheme’s portfolio, prefaced in two key aspects: looking deeper and looking forward

Find out More
The future of investor engagement: Discover what BMO Global Asset Management believe will shape investor engagement this decade
13 November 2020

The future of investor engagement: Discover what BMO Global Asset Management believe will shape investor engagement this decade

Investor engagement on Environmental, Social and Governance (ESG) issues has evolved from a niche practice carried out by mission and faith-based investors to a mainstream investor activity. This year, BMO Global Asset Management are celebrating 20 years of engagement, having engaged more than 5,500 companies across 87 countries during this time period.

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“Great things never came from comfort zones”
13 November 2020

“Great things never came from comfort zones”

The devil you know.

Fear of moving pensions administration to another third party administrator (TPA) is enough to put anyone off carrying out a market review in the first place. This can happen even when there is evidence of poor service from an incumbent administrator. It often takes time to get used to the idea of change and the forthcoming disruption.

This article aims to provide some insight and tips on how to alleviate the pain of moving administrator (or first time outsource). It is not possible to cover all aspects in this article which is deliberately focused on project oversight, data and calculations.

Find out More
Looking for the silver lining
13 November 2020

Looking for the silver lining

A question that we see regularly in the pensions press is what pensions policy or legislation the industry would like to see over the coming 12 months? The answers are always varied – we all have our own shopping lists – but there are always more ‘wants’ than parliament or regulators have the time or inclination to deliver on.

Find out More
Another step towards improving DC member outcomes
13 November 2020

Another step towards improving DC member outcomes

With small pots and small schemes hot topics once again, the Department of Work and Pensions (DWP) has published a response to its February 2019 consultation on ‘Investment Innovation and Future Consolidation’.

Find out More
Seeking new sources of repo liquidity
13 November 2020

Seeking new sources of repo liquidity

Many UK pension schemes use gilt repurchase transactions, or repos, at the heart of their investment strategies. Market and regulatory developments have challenged the traditional bank-intermediated repo market, leading pension schemes to seek new ways to access gilt repos. These are leading to clear benefits.

Find out More
Integrating ESG risks: looking beyond the headline number
13 November 2020

Integrating ESG risks: looking beyond the headline number

Covid-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards. However, recent regulatory changes have put ESG firmly back on the agenda. This is a positive step forward for the industry as it raises the bar for all participants. But there’s so much more we can do.

Integrating ESG needs to go much further than statements of compliance with policies and mission statements. Ultimately it requires a holistic approach across a scheme’s portfolio, prefaced in two key aspects: looking deeper and looking forward

Find out More
The future of investor engagement: Discover what BMO Global Asset Management believe will shape investor engagement this decade
13 November 2020

The future of investor engagement: Discover what BMO Global Asset Management believe will shape investor engagement this decade

Investor engagement on Environmental, Social and Governance (ESG) issues has evolved from a niche practice carried out by mission and faith-based investors to a mainstream investor activity. This year, BMO Global Asset Management are celebrating 20 years of engagement, having engaged more than 5,500 companies across 87 countries during this time period.

Find out More
“Great things never came from comfort zones”
13 November 2020

“Great things never came from comfort zones”

The devil you know.

Fear of moving pensions administration to another third party administrator (TPA) is enough to put anyone off carrying out a market review in the first place. This can happen even when there is evidence of poor service from an incumbent administrator. It often takes time to get used to the idea of change and the forthcoming disruption.

This article aims to provide some insight and tips on how to alleviate the pain of moving administrator (or first time outsource). It is not possible to cover all aspects in this article which is deliberately focused on project oversight, data and calculations.

Find out More
Looking for the silver lining
13 November 2020

Looking for the silver lining

A question that we see regularly in the pensions press is what pensions policy or legislation the industry would like to see over the coming 12 months? The answers are always varied – we all have our own shopping lists – but there are always more ‘wants’ than parliament or regulators have the time or inclination to deliver on.

Find out More
Another step towards improving DC member outcomes
13 November 2020

Another step towards improving DC member outcomes

With small pots and small schemes hot topics once again, the Department of Work and Pensions (DWP) has published a response to its February 2019 consultation on ‘Investment Innovation and Future Consolidation’.

Find out More