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Defined Benefit Pensions resources

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DC Default Solutions—Managing ESG Factors Thoughtfully

Published by : AllianceBernstein

Environmental, social and governance (ESG) is already a hot topic—and new proposals by the Department for Work and Pensions (DWP) are turning up the heat on pension trustees. But fiduciaries need cool heads to respond prudently, given the complexities and constraints involved. AllianceBernstein’s

Published: 24 September 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Can a member options exercise mean that buyout is closer than you think?

Published by : Aon

Aon’s 2017 Global Pension Risk Survey suggested that around one-third of our clients see buyout as the ultimate destination. But whatever the long-term objective, member options can be designed to deliver savings.

Published: 11 June 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Bulk member option exercises: What are the benefits for schemes and members?

Published by : Aon

Sponsors and trustees have an important role to play in deciding what options to make available to members and how much member support should be in place, given the range of possibilities available to DC scheme members today. In this guide, we set out the results of Aon's 2018 Member Options Survey

Published: 04 June 2018

Business Area: Collective defined contribution

Type: Portable Document Format (.pdf)

A Guide to Member Options

Published by : Aon

In 2015 George Osborne, then the UK Chancellor of the Exchequer, decided that those age over 55 could take much more of their pension in cash. This has since opened up a range of possibilities for DC scheme members in the world of pensions. As such, sponsors and trustees have an important role to

Published: 29 May 2018

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

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)

Rating: 3 people found this useful

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)