Knowledge hub

Check out some of our latest insights into the happenings in the market and keep up to date with our current thinking.

Choosing your Covenant Adviser

13 Dec 2021

Case studies

Our client’s covenant provider had just been appointed to provide advice to the sponsoring employer. The Trustee were not happy with the potential conflicts in this and decided it was time to change.

Getting from A to B: Investment Governance

13 Dec 2021

Case studies

Recently we supported two clients to change their investment advisory arrangements. Both shared a similar goal in wanting to discharge their fiduciary responsibilities as effectively as they could, but both had different ideas about how to achieve this.

Trustee executive selection and board effectiveness review

13 Dec 2021

Case studies

This was a wide-ranging executive support and Trustee governance project for a complex multi-employer scheme, where the Trustee and the board had experienced challenging situations in recent years. It was time to move forward. The client formed a Working Group to liaise with us.

Strong foundations are not enough

20 Sept 2021

Musings

There is a lot of time spent in making sure transitions are effectively and successfully delivered, and rightly so. However, transition is only one part of the story; it is only the beginning.

How do schemes get the best from their administrator?

4 Aug 2021

Musings

The world of pensions administration has been through a rollercoaster over the past 18 months, but how do you ensure the performance of your administrator continues to meet the high standards you expect. We undertook some research into how Trustees and Sponsors approach administration oversight and have shared some key findings here.

How is TPR’s draft Code of Practice landing with trustees?

16 Jul 2021

Musings

We’ve been discussing the draft Code with clients and other Trustee contacts whilst we framed our response to TPR’s consultation. Here’s a sense of what trustees, pensions leads and people with risk roles we’ve spoken to have been making of it so far.