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  • Posted in category:
    • Thoughts
    • Video
    Reading time: 2 minutes

    This morning The Pensions Regulator (TPR) published its Annual Funding Statement (AFS) setting its expectations of trustees and sponsors for the year ahead. Covenant remains a key focus as trustees are encouraged to focus on current challenges and longer-term risks. Emily Goodridge and Nigel Sillis summarise the key points here.

  • Posted in category:
    • Thoughts
    • Video
    Reading time: 1 minute

    As schemes get better funded and more mature, the role of the covenant advisor, and how we all think about covenant, needs to change. It’s no longer about a simple rating, on a scale of weak to strong, it’s about the “so what”. To challenge your thinking on this topic, we have produced four short videos for you to watch.

  • Posted in category:
    • Thoughts
    Reading time: 4 minutes

    Our model of influence comprises of three key forms of influence, based on how direct an impact these actions have. We believe investors should maximise their influence to achieve real-world sustainability impact.

  • Posted in category:
    • Thoughts
    • Video
    Reading time: 1 minute

    Tim Denton, explains how setting you long-term objectives is key when planning ahead for your scheme’s end game.

  • Justin Hatch
    Posted in category:
    • Interview
    Reading time: 2 minutes

    An interview with Justin Hatch, Head of Credit, where he explains more about CDI, navigating credit cycles and what plans are afoot.

  • Helen Prior video
    Posted in category:
    • Thoughts
    • Video
    Reading time: 1 minute

    Cardano’s Helen Prior explains cashflow matching and how to ensure your scheme has cash available to match beneficiary payments.

  • Posted in category:
    • Video
    Reading time: 1 minute

    Covenant Rating Scale: Our ground breaking 9-point rating scale gives you even better guidance both on covenant today and how it may change over time.

  • investment returns
    Posted in category:
    • Thoughts
    • Video
    Reading time: 1 minute

    Steven Berkovi, explains how having a portfolio that is genuinely diversified between growth-seeking and defensive investments will keep your pension scheme investments in the sweet spot.

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    • Download
    Reading time: 1 minute

    There is now greater awareness of the important role counterparty risk, member experience and ESG play in the selection of a preferred insurer to transact with.

  • Posted in category:
    • Download
    Reading time: 2 minutes

    Pension Schemes Act 2021 (PSA21) has returned insolvency analysis to the forefront of many trustee agendas.

  • Reading time: 3 minutes

    The significant increase in deal-making activity seen both in the UK and globally, coupled with the introduction of the Pension Schemes Act 2021 (PSA 2021) has meant trustees are increasingly having to manage the impact of fast-paced corporate events on the pension scheme.