From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.
These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals. A report by Action Fraud found that pension scams had become one of the most common types of fraud to occur last year. The pensions industry is facing pressure to do more to prevent this situation, but what role can trustees play?
Recent guidance from The Pensions Regulator (TPR) and Financial Conduct Authority (FCA) has clarified a number of issues for pension scheme sponsors and trustees with regards to supporting pension savers with their financial decision making. It codifies best practice and clarifies a number of issues that have been live over the last six months. So, if you’re a scheme sponsor or a trustee, here’s what you can do – and what you can’t.
Pensions is boring: what can Master Trusts do about it?
Some of you may have attended the PMI’s webinar in April where I spoke about whether environmental, social and governance (ESG) factors are the panacea for pension engagement, and considered where we, as an industry, are going wrong on engagement. As can be seen from the graph below, there was a recognition that pensions engagement strategies aren’t very effective, with only 36% of respondents to a live poll on the day believing that their strategy was really effective. From this we can probably tell that there still appears to be a considerable amount of work to do.
Influencing for good: responsible investing in 2020
2020 was a year none of us could have predicted, as the COVID-19 pandemic changed much about the way we live and work. Yet our commitment to responsible investment at BMO remained as clear as ever. We continued to allocate our capital responsibly and engage companies on environmental, social and governance (ESG) issues, reflecting our corporate purpose of boldly growing the good in business and in life.
Why the Cheshire Cat should be leading your communication strategy
When Alice asks the Cheshire Cat which way she should go, he says it “depends a good deal on where you want to get to”. When she says that she “doesn’t much care”, he points out that, in that case, “it doesn’t much matter which way you go”.
“Welcome, it’s lovely to meet you!” I say enthusiastically, studying the new face on my screen. With a lack of body language and visual cues to help me, I find myself searching my new colleague’s backdrop for clues to her personality and interests. It doesn’t give much away, but after spying a cat picture on the wall, I get the sneaking suspicion that we will get on just fine.
These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals. A report by Action Fraud found that pension scams had become one of the most common types of fraud to occur last year. The pensions industry is facing pressure to do more to prevent this situation, but what role can trustees play?
Recent guidance from The Pensions Regulator (TPR) and Financial Conduct Authority (FCA) has clarified a number of issues for pension scheme sponsors and trustees with regards to supporting pension savers with their financial decision making. It codifies best practice and clarifies a number of issues that have been live over the last six months. So, if you’re a scheme sponsor or a trustee, here’s what you can do – and what you can’t.
Pensions is boring: what can Master Trusts do about it?
Some of you may have attended the PMI’s webinar in April where I spoke about whether environmental, social and governance (ESG) factors are the panacea for pension engagement, and considered where we, as an industry, are going wrong on engagement. As can be seen from the graph below, there was a recognition that pensions engagement strategies aren’t very effective, with only 36% of respondents to a live poll on the day believing that their strategy was really effective. From this we can probably tell that there still appears to be a considerable amount of work to do.
Influencing for good: responsible investing in 2020
2020 was a year none of us could have predicted, as the COVID-19 pandemic changed much about the way we live and work. Yet our commitment to responsible investment at BMO remained as clear as ever. We continued to allocate our capital responsibly and engage companies on environmental, social and governance (ESG) issues, reflecting our corporate purpose of boldly growing the good in business and in life.
Why the Cheshire Cat should be leading your communication strategy
When Alice asks the Cheshire Cat which way she should go, he says it “depends a good deal on where you want to get to”. When she says that she “doesn’t much care”, he points out that, in that case, “it doesn’t much matter which way you go”.
“Welcome, it’s lovely to meet you!” I say enthusiastically, studying the new face on my screen. With a lack of body language and visual cues to help me, I find myself searching my new colleague’s backdrop for clues to her personality and interests. It doesn’t give much away, but after spying a cat picture on the wall, I get the sneaking suspicion that we will get on just fine.
