Hymans Robertson On...

In this podcast we’ll be covering a broad range of topics from pensions, savings, technology, insurance, responsible investment, financial education and much more. Be sure to subscribe so you never miss an episode.

DC Master Trusts - Nest - Episode 18

In episode 18 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the third in a mini-series on DC master trust providers.  Victoria welcomes Will Sandbrook, Executive Director at Nest, and Jo Phillips, Director of Research and Innovation at Nest, to discuss how we can encourage people to be more financially resilient. Drawing on their latest research into sidecar savings, we discuss how employers can support their employees in promoting financial wellbeing and encouraging them to save more.  You can find links to the content referenced in this episode’s show notes below.

Links and show notes

Nest research on employer experience: https://www.nestinsight.org.uk/wp-content/uploads/2020/12/Supporting-emergency-saving-early-learnings-from-the-employer-experience.pdfhttps://www.nestinsight.org.uk/wp-content/uploads/2020/12/Supporting-emergency-saving-early-learnings-from-the-employer-experience.pdf

Nest research on emergency saving policy considerations: https://www.nestinsight.org.uk/wp-content/uploads/2020/10/Supporting-emergency-saving-policy-considerations-and-questions-for-future-research.pdf

Liquid and illiquid savings: https://www.nestinsight.org.uk/liquidity/

DC Quarterly Round Up - November 2020 - Episode 17

In episode 17 of Hymans Robertson On...our host Victoria Panormo, Senior DC Investment Consultant, presents our fourth DC Quarterly Review. In this episode, we look at the DWP consultation and what it says about improving member outcomes for small schemes, property funds that are reopening, and the latest news from the pensions provider market.

Risk Transfer - Investment Considerations - Episode 16

In episode 16 of Hymans Robertson on... our host James Mullins, Head of Risk Transfer, presents our third Risk Transfer podcast. James speaks with Nell McRae, an investment specialist at Hymans Robertson on the investment considerations you need to consider in advance of a buy-in, and how to minimise risks and maximise benefits in terms of pricing.

DC Master Trusts - The People's Pension - Episode 15

In episode 15 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the second in a mini-series on DC master trust providers. Victoria welcomes Glenn Dobson, National Business Development Manager at The People's Pension, to discuss their thoughts on the DWP consultation on charges, responsible investment and the importance of the default investment option in a DC scheme. We talk about their latest research into member self-selection and improving engagement and outcomes. You can find links to the content referenced in this episode’s show notes below.

Links and show notes

The People's Pension brochure www.thepeoplespension.co.uk/Corporate-brochure

The People's Pension key considerations: http://www.thepeoplespension.co.uk/key-considerations-dc-trust

The People's Pension better member outcomes report: www.thepeoplespension.co.uk/better-member-outcomes

DC Master Trusts - Cushon - Episode 14

In episode 14 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the first in a mini-series on DC master trust providers. Victoria welcomes Danny Meehan, Head of Workplace Savings, and Steve Watson, Head of Proposition at Cushon, to discuss how they take the lead on the holistic approach to financial wellbeing, the difference technology is making, and how COVID-19 is helping to shine the spotlight on employee attitudes to savings. You can find links to the content referenced in this episode’s show notes below.

Links and Show Notes

Cushon research on employee attitudes to savings: https://cushon.co.uk/the-coronavirus-crisis-and-financial-resilience

DC Quarterly Round-up - July 2020 - Episode 13

In episode 13 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents our third DC Quarterly Review. In this episode, Victoria looks further at COVID-19 pensions considerations (01:08), What’s new in Responsible Investment (03:57) and the latest news from the pensions provider market (07:56).  You can find links to all the content that is referenced in the show notes below.

Links and Show Notes

COVID pensions considerations (01:08)DC scheme management and investment: COVID guidance for trustees

Responsible investment: the latest developments (03:57)Make My Money Matter

DB Consolidation - Clara-Pensions - Episode 12

In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the fourth in a mini-series on DB consolidation. Kieran welcomes Ashu Bhargava, Senior Actuary at Clara-Pensions, to take a deeper dive into this consolidation option and the benefits for scheme trustees and sponsors.

To find out more about DB consolidation, visit: www.hymans.co.uk/services/consolidation-consulting

DB Consolidation - The Pension SuperFund Episode 11

In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the third in a mini-series on DB consolidation. Kieran welcomes Antony Barker, Managing Director at The Pension SuperFund, to take a deeper dive into this consolidation option and the benefits for scheme trustees and sponsors.

To find out more about DB consolidation, visit: www.hymans.co.uk/services/consolidation-consulting

DB Consolidation - Citrus master trust - Episode 10

In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the second in a mini-series on DB consolidation. Kieran welcomes Peter Thompson, Chair of Trustees at Citrus DB master trust, to take a deeper dive into this consolidation option and the benefits for scheme trustees and sponsors.

Read our accompanying 'A closer look at Citrus' report here.

To find out more about DB consolidation, visit: www.hymans.co.uk/services/consolidation-consulting

DB Consolidation - Overview of the consolidation landscape - Episode 9

In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the first in a mini-series on DB consolidation. Kieran welcomes Alistair Russell-Smith, Head of Corporate DB, to set the scene and provide an overview of the consolidation landscape available to Defined Benefit pension scheme trustees and sponsors. Kieran has also written a blog to accompany the episode.

To find out more about DB consolidation, visit: www.hymans.co.uk/services/consolidation-consulting

Risk Transfer – Stepping inside an insurer (Part 2) – Episode 8

In this episode of Hymans Robertson On… our experts James Mullins and Michael Abramson discuss data preparation and how you can get your scheme in the best position before approaching insurance companies for quotations. Listen to our second episode in our Risk Transfer podcast series below. Part 1 of stepping inside an insurer looked at the process insurers go through when asked to quote for a transaction.

Find out more about Risk Transfer.

Responsible Investment - Climate risk and sponsor covenants - Episode 7

In this episode of Hymans Robertson On… our host Simon Jones (Head of Responsible Investment) presents our latest instalment on the theme of Responsible Investment. Simon welcomes Michael Bushnell, Managing Director at Lincoln Pensions, to talk about how climate risk can be considered when evaluating sponsor covenant, interconnectedness and what the COVID-19 pandemic can teach us for the future. Michael has written an accompanying blog which you can read here.

DC Quarterly Round-up - April 2020 - Episode 6

In this episode of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents our second DC Quarterly Review. In this episode Victoria gives a brief overview of the latest important developments in DC. The episode covers COVID-19 pensions considerations (01:07), what’s new in Responsible Investment (04:28) and the 2020 Spring Budget (remember that?!) (08:17). You can find links to all the content that is referenced in the show notes below.

 

Links and Show Notes

Hymans COVID 19 webinar links (1.07mins)

Practical tips to help your DC members
The impact on investments

Responsible Investment (4.28mins) - ShareAction’s report ‘Point of No Returns’

The Budget (8.17mins) - Budget 2020

Responsible Investment - Leading the way in addressing climate risk - Episode 5

In this episode of Hymans Robertson On… our host Simon Jones (Head of Responsible Investment) presents our latest instalment on the theme of Responsible Investment. Simon welcomes Faith Ward, Chief Responsible Investment Officer at the Brunel Pensions Partnership to discuss the challenges the investment industry faces in responding to climate change, and the leadership necessary to drive change across the financial services industry. Faith also wrote an accompanying blog which you can read here.

Links and Show Notes

SRI – Principles for Responsible Investment

Taskforce on Climate-related Financial Disclosures for Climate related financial disclosure

Transition pathway initiative

Responsible Investment - Thoughts on Climate Aware Investing - Episode 4

In this episode of Hymans Robertson On… our host Simon Jones (Head of Responsible Investment) presents our latest instalment on the theme of Responsible Investment. Simon welcomes Henrik Wold Nilsen of Storebrand Asset Management to discuss climate risk and how it’s being considered within the investment management industry. Henrik provides insight into climate aware investment and the rapid pace of change. Henrik also wrote an accompanying blog which you can read here.

DC Quarterly Round-up - February 2020 - Episode 3

In episode 3 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents our first DC Quarterly Review. In this episode Victoria gives a brief overview of the latest important developments in DC. In this show she covers the PLSA retirement living standards (1.07), the FCA and Government responses to the Work and Pensions Committee’s recommendations on pension costs and transparencies (3.42), as well as the latest on the DC master trust market (6.05). You can find links to all the content that is referenced in the show notes below.

Links and Show Notes

PLSA Retirement Living Standards (1.07mins)

https://www.hymans.co.uk/insights/blogs/blog/setting-retirement-income-targets/
https://www.hymans.co.uk/services/guided-outcomes/
https://www.hymans.co.uk/insights/research-and-publications/publication/pensions-investments-round-up-january-2020/
https://www.hymans.co.uk/podcasts/#plsa-episode

Recommendations on pensions costs and transparancies (3.42mins)

https://www.parliament.uk/business/committees/committees-a-z/commons-select/work-and-pensions-committee/inquiries/parliament-2017/inquiry11/
https://publications.parliament.uk/pa/cm201919/cmselect/cmworpen/292/292.pdf

Latest in the Master Trust Market (6.05mins)

https://www.pasa-uk.com/master-trust-transitions/

Risk Transfer – Stepping inside an insurer - Episode 2 (Part 1)

Episode 2 of Hymans Robertson On… focuses on the pensions risk transfer market. Our experts, James Mullins and Michael Abramson discuss the process insurers go through when asked to quote for a transaction. Listen to the full episode below. 

Our 2020 risk transfer report is now available to download here.

PLSA Retirement Living Standards - Episode 1

In episode 1 of Hymans Robertson On... Mike Ambery, Head of DC Provider Solutions and Paul Waters, a partner in our DC consulting team chat about the recent launch of the PLSA’s retirement living standards.You can find out more about Guided Outcomes here.

Interested in technology and data?

If so be sure to check out our podcast series where we explore the growing impact of data and technology on the financial services industry.

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