Perspectives

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.

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.

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

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

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

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.

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.

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.

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

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.

The dawning of a New Year provides us with the chance to reflect on what we’ve experienced in the year just gone and what challenges and exciting opportunities lie ahead.