Monitoring is here to stay
Along with advancing reporting and legal requirements, the importance of external manager and fund monitoring keeps on growing thus posing new challenges for trustees and their consultants.
Regulatory requirements, liability-, climate-related and other risks, as well as implementation of advancing best practice frameworks, will keep on challenging pension schemes, while remaining an important prerequisite for fulfilling trustees’ fiduciary duties. Pension schemes need to rethink monitoring and consider efficiency increasing options to make sure their approaches and solutions are suitable and convenient enough to meet the advancing requirements.
"Robust monitoring of a scheme’s financial advisers can influence the effectiveness of its investment outcomes and ensure it is following long-term plans. It also helps trustees ensure they are delivering value for money for savers." (IPE, 5 August 2022)
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Last update: 9 November 2022
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