Knowledge hub

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

Getting ready for the Code - Where to start

17 Dec 2021

Musings

Welcome to the Muse series Getting ready for the Code, where we are sharing practical tips and tools. The first article in the series is a practical look at gap analysis, to help assess how ready you are for the Code and ORA. After initial Trustee training, this is where many are starting their Code and ORA work.

Home and Dry?

13 Dec 2021

Case studies

With a destination in sight many trustee boards are trying to ensure that they get there as quickly and safely as possible. So what should you do if your radar screen goes blank? Your Pensions Manager wants to retire and you need to replace the person responsible for the day to day management and direction of the scheme.

Consolidating Advisers

13 Dec 2021

Case studies

Where a company has a number of legacy pension schemes as a result of acquisition, it is not unusual to find them administered by different parties. In this example, our client had many legacy schemes (all closed) and five different administration providers.

Merging Trustee Boards

13 Dec 2021

Case studies

Each trustee board develops a particular way of working and an individual culture. They generate different ideas; have different resources and knowledge. In short, each is unique. So, imagine trying the challenge of combining two very different trustee boards.

The Decision to Outsource

13 Dec 2021

Case studies

A decision to outsource should not be taken lightly. However, upon reflection, it often appears to have been clearly signposted. There are a number of drivers that put outsourcing on the table, but it usually requires that special catalyst; that key ingredient.

Governance: Think cycles, not boxes

13 Dec 2021

Case studies

Governance is becoming better understood, and more clearly defined. It encompasses everything about governing the scheme. But with a busy agenda to manage, trustees can fall into the trap of overlooking the importance of maintaining effective governance review processes. Some may find it a challenge to prevent governance review processes becoming a periodic box-ticking exercise. Trustees must keep their minds open to what is changing around them and for the need to improve governance.