The investment challenges facing trustees and managers of DC schemes have never been greater. As risk increasingly moves from the employer to the individual, it is more important than ever to receive clear advice on the relevant legal and regulatory obligations. Our work focuses on investment fund reviews and in particular the selection of the […]
Our work focuses on investment fund reviews and in particular the selection of the default investment strategy, negotiating platform agreements, advising on asset security, and advising on decumulation tools. We work with trustees to highlight and advise on the latest issues on their agendas, including the changes to Investment Regulations and the proper consideration of ESG factors.
We also advise trustees and employers on the investment aspects of winding up their DC arrangements, including how to manage the transfer so that risks are minimised and members’ interests are protected.
The Government is engaged in a concerted policy drive on productive finance and aims to make illiquid investment more accessible to DC schemes. Our...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing Approaching...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing Navigating...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing ESG: where are...
It’s been hard to miss that pensions was a key area in the Spring Budget, but in all the excitement, it can be easy to lose track of exactly...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing TPR guidance...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing New DWP Guidance...
Introduction On 6 October 2022, the DWP published a consultation on draft regulations and statutory guidance (“the Regulations” and “the...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing ESG – a...
Introduction The DWP published a call for evidence on 14 June 2022 to explore what support members of pension schemes need to help them make informed...
For most of the past thirty years it is fair to say that if you were lucky enough to have a defined benefit (DB) pension then you didn’t need to...
Sackers calls upon the industry to support the PLSA’s proposal for greater support for retirement decision making. Sackers partner Helen Ball...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing Risk transfer...
Introduction On 30 March 2022 the DWP published a consultation seeking views on proposals and draft regulations to improve the accessibility of...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing Sweeping up the...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing TCFD: next steps...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing Bulk annuity...
Introduction On 8 June 2021, the DWP published its response to the January 2021 consultation, “Taking action on climate risk: improving governance...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing Post transaction...
Welcome to our latest guide for pension trustees on ESG investment and climate change. We said in our 2020 guide that nothing stands still in the...
Introduction Further to an announcement in this year’s Budget (see our Alert), on 19 March 2021, the DWP issued a consultation on proposed measures...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing: Brexit and...
Introduction On 27 January 2021, the DWP published its response to the August 2020 consultation, “Taking action on climate risk: improving...
Stuart O’Brien, partner joins Pensions Expert’s DC Debate. Providers and experts are asking how they can make a meaningful impact with...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing: Consultation:...
Our Finance & investment briefing (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing: Implementation...
The PLSA has published guidance to help DB and DC trustees navigate the new requirements to publicly disclose their investment and responsible...
Emma Martin, associate director, comments in Employee Benefits on the impact of COVID-19 on retirement savings, urging those worried about seeing...
Introduction Trustees of occupational pension schemes should be preparing for a second raft of changes to their statements of investment principles...
Our Finance & investment briefing takes a look at current issues of interest to pension scheme investors. In this issue, we are pleased to...
Stuart O’Brien, partner comments on a landmark ruling finding that veganism is a philosophical belief and its wider impact in the pensions...
In July 2019 we surveyed 102 trustees and pension scheme managers to gain a better understanding of what pension funds are doing, or intending to do,...
Introduction The Shareholders Rights Directive (“SRDII”) had to be transposed into UK law by 10 June 2019. On 6 June 2019, the Government...
The Finance & Investment Briefing – June 2019 (PDF) takes a look at current issues of interest to pension scheme investors. In this briefing:...
The DC briefing (PDF) highlights topical news on DC pensions from a legal viewpoint. In this briefing: Brexit – key actions Master trust transfers...
Read our 2020 guide, ‘ESG and climate change for pension funds’ here. Our latest guide on environmental, social and corporate...
The Finance & Investment Briefing – December 2018 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
The DC briefing (PDF) highlights topical news on DC pensions from a legal viewpoint. In this briefing: Investment changes confirmed Retirement...
Introduction On 11 September 2018, the DWP published a response to the consultation on changes to the Occupational Pension Schemes (Investment)...
Background On 18 June 2018, the DWP published a consultation to seek views on changes to the Occupational Pension Schemes (Investment) Regulations...
The Finance & Investment Briefing – September 2018 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
The DC briefing (PDF) highlights topical news on DC pensions from a legal viewpoint. In this briefing: Latest news Investment changes on the horizon...
Introduction On 18 June 2018, the DWP published a consultation to seek views on changes to the Occupational Pension Schemes (Investment) Regulations...
Read our 2020 guide, ‘ESG and climate change for pension funds’ here. Environmental, Social and corporate Governance (ESG), has been...
The Finance & Investment Briefing – June 2018 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
Introduction On 26 February 2018, the DWP published the response to its consultation on the disclosure of costs, charges and investments in DC...
The Finance & Investment Briefing – March 2018 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
Background The DWP is consulting on the policy and proposed regulations for how costs and charges information should be published and made available...
The Finance & Investment Briefing – December 2017 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
Introduction On 26 October 2017, the DWP launched a consultation seeking views on the policy and proposed regulations for how costs and charges...
The Finance & Investment Briefing – September 2017 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
Introduction On 28 June 2017, the FCA published the final findings of its asset management market study. The FCA launched the market study in...
The Finance & Investment Briefing – March 2017 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
TPR’s revised Code of practice on the governance and administration of occupational trust-based schemes providing money purchase benefits came into...
The Finance & investment briefing – December 2016 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
Read our 2020 guide, ‘ESG and climate change for pension funds’ here. There is an increasing prominence of Environmental, Social and...
For a PDF version of this hot topic click here Following the introduction of automatic enrolment and an increasing regulatory focus on DC governance,...
The Finance & investment briefing – September 2016 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
The Finance & investment briefing – June 2016 (PDF) takes a look at current issues of interest to pension scheme investors. In this...
The Finance & investment briefing – March 2016 takes a look at current issues of interest to pension scheme investors. In this briefing:...
The Finance & investment briefing – December 2015 takes a look at current issues of interest to pension scheme investors In this...
The Finance & investment briefing takes a look at current issues of interest to pension schemes and investors. In this Briefing: Five things to...
Welcome to the latest edition of our DC briefing, which highlights topical news on DC pensions from a legal viewpoint. It has been a busy few months...
The Finance & investment briefing takes a look at current issues of interest to pension schemes and investors. In this Briefing: Five things to...
The Finance & investment briefing takes a look at current issues of interest to pension schemes and investors. In this Briefing: Five things to...
The Finance & investment briefing takes a look at current issues of interest to pension schemes and investors. In this Briefing: Five things to...
The Finance and investment briefing takes a look at current issues of interest to pension schemes and investors. In this Briefing: Top five custody...
Background Sackers’ has responded to the European Securities and Markets Authority (ESMA) on it’s Consultation Paper, Draft regulatory...
Background The consultation proposals for best practice guidance relating to the investment governance of DC pension schemes, was published by the...
