Perspectives

DB scheme triennial valuations from 22nd September 2024 onwards will need to be carried out under the new Funding Code regime. Many schemes find themselves in a different position to where they were when the Funding Code was just a first thought; for example many schemes find themselves with improved funding levels and reduced reliance […]

Covenant Quarterly Q3 2024 is out now! Read our five key general takeaways of the Funding Code here.

As we celebrate the 20th birthday of the covenant industry (20 years on from the Pensions Act 2004), we have found it helpful to reflect on the lessons of the past in order to help us focus on what really matters now, and how best to adapt to the new regulatory regime and the ever-increasing use of technology. Read more here.

In this article Nick Gibson sets out three key takeaways for companies and private equity investors when considering M&A deals where a DB scheme is present.

Looking ahead, we expect a relatively healthy pace of growth in the US for the rest of this year and into 2025. Earlier in the summer, we nudged down our growth view slightly due to softer incoming data. Read more here.

Cardano participates and supports a variety of initiatives targeting different actors to address the plastic pollution crisis. One of the latest initiatives we supported was an investor statement calling petrochemical companies that produce plastic polymers to take stronger action towards plastics circularity. Read more here.

A Superfund is a consolidating pension scheme that takes on private Defined Benefit (DB) pension schemes from their original sponsors. By consolidating these schemes, the Superfund aims to gain ‘economies of scale’ over individual schemes. Find out more in Judith Anunda’s recent article in the Pension’s Aspects magazine.

A well-organised LDI portfolio is essential for any pension scheme adopting a CDI strategy. Learn about the benefits of integrating bespoke LDI in this article.

The experience of 2022 focused many Trustees’ attention upon the shortcomings of their co-mingled pooled LDI funds. Learn more about Bespoke Liability Driven Investment (LDI) here.

In today’s rapidly evolving business landscape, sustainability is no longer just a buzzword or a corporate social responsibility checkbox. It has become a strategic imperative that can drive business success, foster innovation and ensure long-term viability. Read more here.