PITstop

Value for money in small DB schemes

This edition of PITstop focuses on delivering value for money in small DB schemes. 

Nick Jellema, Partner and Investment Consultant at Hymans Robertson, sits down with Russell Baird, Professional Trustee at BESTrustees to discuss delivering value for money on DB schemes at the smaller end of the market. However, as Nick and Russell agree smaller doesn't necessarily mean simpler. They cover the challenges that these schemes face, how an independent trustee can help and how investment advisers can support in delivering good outcomes.

Overall, their conversation focuses on being smart with spending. Whether it’s a well-run ALM, a trusted investment adviser, or a sharp independent trustee, the right help keeps your scheme on track and avoids costly detours.

Navigating risk transfer: the importance of the right advisor

This edition of PITstop focuses on navigating risk transfer.

Lara Desay is joined by Cath Williams, Partner and Trustee Director at Aretas, for an insightful discussion covering topics such as the importance of having a robust governance framework, post-transaction operations and the progress in improving efficiencies - particularly for smaller schemes.

Cath also shares how her experience on the insurer side is shaping her approach at Aretas, offering practical insights for trustees navigating risk transfer.

An investment strategy for every endgame approach

This edition of PITstop examines how trustees can navigate their investment strategy in the final phase.

Ben Fox is joined by John Nestor, Professional Trustee at Capital Cranfield, to explore the latest trends, key challenges, and emerging opportunities for pension schemes approaching their endgame. They also discuss the shifting investment landscape and the strategies trustees can adopt to ensure a smooth transition.

Decision-making drivers for long-term relationships

This edition of PITstop delves into the key factors driving long-term relationships in the world of trust management.

Ross Fleming is joined by Michelle Darracott, Trustee Executive from BESTrustees, to explore the nuances and complexities of maintaining effective and sustainable trustee relationships. They also explore how efficient, clear and tech-driven reporting, along with the timely delivery of information, is crucial for informed decision-making.

DC Decumulation

This edition of PITstop looks at DC Decumulation and TPR's 5 principles for what 'good' looks like. Rona Train chats with Samantha Pitt, Director at LawDebenture, on how well positioned schemes are to offer decumulation products and the challenges and opportunities of doing this. We look at how TPR is aiming to improve member outcomes, and what trustees need to consider in doing this.