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Defined Benefit Pensions resources

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Pension freedoms three years on

Published by : Aon

In this guide we set out the results of Aon’s 2018 Member Options Survey which covers 300 DB schemes and the actions they have been taking in response to the new pension flexibilities.

Published: 21 May 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

DB Pensions: Is Cash Flow–Driven Investing Right for Everyone?

Published by : AllianceBernstein

UK defined benefit schemes are now mostly cash flow–negative.* Increasingly, attention is shifting to investment strategies that focus on matching cash flows to member benefits. But depending on a scheme’s circumstances, we think there may be a range of strategic options.

Published: 19 April 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Effective cashflow management for DB pension schemes

Published by : Legal & General Investment Management

DB pension schemes are maturing. According to Mercer, over half of UK DB pension schemes are cashflow negative or soon will be, with 85% of cashflow positive schemes expected to turn cashflow negative within 10 years.

Published: 05 April 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Managing transfers out of DB pension schemes

Published by : Legal & General Investment Management

We consider the implications of transfers out of pension schemes in the short and long term and how schemes can best prepare.

Published: 03 April 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

The Best of Both Worlds? Smart Beta and ESG Combined

Published by : State Street Global Advisors

Investors are now more convinced of the benefits of both Smart Beta and ESG and are looking for ways to bring both into their portfolio. This requires a thoughtful approach that will incorporate the implementation challenges of sometimes conflicting objectives.

Published: 26 March 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Defining the two types of cashflow-driven investing

Published by : Legal & General Investment Management

LGIM’s Graham Moles and John Roe look at the difference between cashflow matching and cashflow aware investing and discuss the role equities can play as part of the CDI spectrum.

Published: 23 March 2018

Business Area: Collective defined contribution

Type: Portable Document Format (.pdf)

A long-term focus in turbulent times

Published by : Newton Investment Management

Catherine Doyle, Newton’s head of defined contribution, assesses the implications of the current geopolitical and economic environment for DC savers and the opportunities this may present.

Published: 11 January 2018

Business Area: Defined Benefit Pensions

Type: Audio/Video (.mp3, mp4, mpg)

Risk, what risk?

Published by : Newton Investment Management

‘Regret risk’ is a well-documented behavioural-finance phenomenon which describes the pain endured when forgoing potential gains. Catherine Doyle, head of defined contribution at Newton, considers the risks DC schemes may wish to heed as stock markets trend ever higher.

Published: 11 January 2018

Business Area: Defined Benefit Pensions

Type: Audio/Video (.mp3, mp4, mpg)

Pensions for millennials: an ESG future?

Published by : Newton Investment Management

Newton responsible investment analyst Victoria Barron considers why pension schemes and asset managers will have to respond to the changing needs of both millennial and other modern-day investors.

Published: 11 January 2018

Business Area: Defined Benefit Pensions

Type: Audio/Video (.mp3, mp4, mpg)

Rating: 1 people found this useful

A view from afar

Published by : Newton Investment Management

When looking at the challenges facing the UK DC market, it’s sometimes too easy to become fixated on the UK’s particular situation and to fail to notice the experience of other markets around the globe. Newton’s chief commercial officer Julian Lyne discusses features of the Australian and US DC

Published: 11 January 2018

Business Area: Defined Benefit Pensions

Type: Audio/Video (.mp3, mp4, mpg)