Podcast

Delivering long-term value for members through collective savings

calendar icon 07 July 2026

Key topics discussed

  • Open DB, superfunds and CDC: how do they compare?
  • The opportunities and challenges of collective pension models
  • Balancing member outcomes and employer affordability

Recorded live at Hymans Robertson's Pensions and Retirement Conference 2026, this podcast explores how different collective pension models can deliver long-term value for members.

Lisa Dees is joined by Louise Lindsay (SAUL), Simon True (Clara Pensions) and Adrian Boulding (Vesta Pensions) to compare the benefits, challenges and trade-offs of open defined benefit (DB) schemes, superfunds and collective defined contribution (CDC) arrangements.

The discussion considers each model from both a member and employer perspective, covering retirement outcomes, risk-sharing, affordability, consolidation and the role these approaches could play in the future pensions landscape.

If you’d like to follow up on anything discussed, please don’t hesitate to get in touch.

Hymans Robertson disclaimer

This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.

The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. 

Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

Speakers

Lisa Deas
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Lisa Deas

Partner

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Louise Lindsay

Trustee and Chair, SAUL

Male
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Simon True

Chief Executive Officer, Clara Pensions

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Adrian Boulding

Managing Director, Vesta Pensions Ltd

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