There is growing interest in alternative risk management tools such as consolidators, capital-backed arrangements and captives. In the first of a three-part series, this article explores why captives are increasingly becoming more appealing to UK corporates navigating the complexities of DB pension scheme management.
Government intervention in the pensions system seems to be a frequent and favourite pastime in the UK. Indeed, the usual response of the industry to the seemingly perennial tinkering is to groan and ask, politely, to be left alone. However, the current consultation ‘Options for Defined Benefit schemes’ stands out in that it is to be welcomed. Read thoughts from Kerrin Rosenberg, CEO Cardano Investment on the proposals and the impact on the UK economy.
Our latest edition includes articles on the sustainability principles charter, a look at buy-in and buyout transaction volumes, ‘Ask the Analyst’ on pension scheme surpluses, and an overview of the final Funding and Investment Strategy Regulations.
Financial markets, through impact investing, have a unique opportunity to promote gender equality globally. In this article, colleagues share their thoughts on how pension funds are in the driving seat to increase financial inclusion and empowerment for women.
Defined Benefit (DB) pension schemes remain a key stakeholder in corporate transactions. Nick Gibson, Senior Director at Cardano discusses three key takeaways to unlock value when considering M&A deals involving DB schemes.
Gillie Tomlinson, Head of Trustee Engagement at Cardano discusses Equality, Diversity and Inclusion in the pensions industry. Drawing on the latest findings from our EDI research with mallowstreet, Gillie looks at the initiatives and trends we are seeing. Read more here.
On 29th January 2024, the Department for Work & Pensions’ (DWP) published the final Occupational Pension Schemes (Funding and Investment Strategy and Amendment) Regulations. We welcome the Regulations but the upcoming Funding Code must clarify unanswered questions. Read our thoughts here.
Sustainability factors are an ever increasing part of trustees’ strategy and planning, as well as an increasing risk to the insurers themselves. Read our insights on the insurer transparency / sustainability challenge.
We recently contributed to Evercore’s 2024 edition of State of the Market. Our article looks at private market impact portfolios and how they should be designed and built.
Our new Equality, Diversity and Inclusion (EDI) report, in partnership with mallowstreet is available to download now. 120 UK pension funds and professional trustee service firms were surveyed to understand how EDI considerations feature in decision-making, the challenges encountered and where improvements can be made.
In our view, investment in fossil fuels and the impact on climate change will remain a major discussion in 2024 but in our mind there are four other key issues and developments that we are likely to see. Dennis van der Putten outlines what we expect to see in 2024.
