Pension Trustees

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 […]

Cardano, the investment management and advisory specialist, has announced that its Discover AI covenant tool will be available through Knowa. This integration with Knowa brings Cardano’s Discover AI covenant analysis closer to the Trustees’ fingertips, empowering them with real-time covenant insights within the Knowa platform. Find out more here.

We are very pleased to have supported the Trustees of the Coats UK Pension Scheme on its £1.3bn buy-in with Pension Insurance Corporation (PIC) which has been announced today.

Our advice helped the Trustees evaluate the financial strength and ESG implications of transacting with its selected insurer counterparty. Read more here.

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.

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.

In our latest perspective piece, Michael McElligott and Hamish Reeves discuss the need for contingency planning and scenario testing as M&A starts to increase.

In this series of our bite-size videos, we consider how pension schemes and their stakeholders have been impacted by the rapid improvements in scheme funding resulting from the recent rise in gilt yields.

Is our employer covenant robust and sustainable enough? That’s a question trustees of defined benefit (DB) pension schemes in Ireland should be asking on a regular basis. While this question is always relevant to DB pension schemes, recent regulatory changes have guided trustees to look at it more closely going forward. Michael McElligott, Director, shares his thoughts.