Strategic Asset Allocation: ESG’s new frontier

DC master trusts are becoming an increasingly popular vehicle for DC pension provision following the introduction of the authorisation regime and the ever-expanding requirements for DC governance. But what are the trips and traps that can arise for pension scheme trustees who are considering or implementing a transfer to a master trust, and what do trustees need to consider when carrying out such a transfer?

Webinar session in association with SEI

- How do the investment, commercial and governance look like and operate?
- How does working for a Master Trust differ from a DC scheme?
- Managing a scalable service with the bespoke needs of sponsors.

In this session Helen Ball from Sackers will give an overview of the latest regulatory and governance considerations for DC schemes.

Master Trust is a scale business, with the race to scale truly underway, are they all steering towards replicas of each other?

Webinar session in association with B&CE

- Are the current decumulation options suitable?
- Choosing an appropriate investment pathway
- Is the standard of guidance and advice adequate for those approaching retirement?

Get an in-depth look at our latest global research on retirement trends showing what members want from their pension provider.

Savers do not think about their pensions in a vacuum and the seismic shock that COVID-19 has delivered to economies and societies has undoubtedly left its mark. Our latest research harnesses member views on environmental, social, and governance (ESG) issues today, compared to 18 months ago, we explore the extent to which COVID-19 has affected current and future financial well-being. Which generations and gender have been hardest hit and have events over the past year pushed ESG further up members agenda?

Consolidation, seeking to improve investment design, and benefit from economies of scale is providing a large tailwind for schemes to consider the move to a Master Trust (multi-employer scheme). In their 2020 report, the DCIF noted that many Master Trusts are utilising the TDF structure or are considering moving from a traditional lifestyle approach to a target-date fund.

The role of the presentation is to illustrate why we think well-managed TDFs are well-positioned to meet the demands of the UK retirement landscape today and going forward.

Diversity and Inclusion (D&I) are important trending topics for pension boards – and rightly so.

Be the first to know about our plans to further improve standards in the trustee profession.

Digital has revolutionised the way people access and consume information – and it’s time for pension communications to catch up.

Getting trustees ready for the introduction of a new combined code of practice by TPR.

A closer look at endgame strategies and targets for DB schemes.

WEALTH at work examine the potential pitfalls for members approaching retirement age.

A presentation by CMS examining the legal risks posed by the Act to trustees.