This resources section is a collection of industry research reports, blogs, articles and best-practice guides that we think will help you gain a better understanding of the challenges, opportunities and ever changing trends of the pensions market.

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Industry Insight

| Monday, Feb 19 2018

How trustees review asset manager performance

In the first of a three part series on how trustees choose asset managers, Jonathan Stapleton speaks to Richard Butcher and Roger Mattingly about how trustees review asset manager performance.   The Panelists Jonathan Stapleton Editor, Professional Pensions Richard Butcher Managing director, PTL Roger Mattingly Managing director, PAN Trustees Jonathan is editor-in-chief of Professional Pensions. He joined PP in July […]

| Tuesday, Feb 06 2018

How will the MiFID ll roll-out impact fund marketers?

Words by Nick Laurance, Finance Content Strategist, Incisive Works MiFID II, the EU-wide set of rules introduced to strengthen the financial markets in response to the 2008 crisis, is finally here. The rules went into effect on January 3rd. As part of the directive, advisers now have to give annual updates about their fees and […]

| Tuesday, Dec 12 2017

Will 2018 be a turning point for markets?

Author: Stephanie Baxter, Deputy Editor at Professional Pensions This article originally appeared on  After a year of stellar growth and stubbornly high valuations, asset bubbles may forming that could lead to market corrections. Stephanie Baxter looks at what 2018 has in store It has been yet another challenging and eventful year for pension scheme investors. Geopolitical […]

| Tuesday, Mar 07 2017

Three important facts about RFPs

As part of Professional Pensions’ ongoing research into the asset manager buying cycle, we asked a sample of 80 scheme professionals how they go about compiling and administrating their requests for proposals (RFPs). This is what they said… The RFP is clearly an important document in the buying cycle – and once schemes have put […]

| Thursday, Feb 23 2017

Schemes split on merits of in-house drawdown provision

The introduction of freedom and choice in 2015 gave savers much greater flexibility in how they accessed their pensions – allowing many to take advantage of drawdown for the first time. Yet, while an increasing number of occupational defined contribution scheme members want to take advantage of drawdown, not all schemes give them access to […]

| Wednesday, Feb 08 2017

Manager Selection: How to get your firm in the running

Five firms. That’s the average depth of field when pension schemes begin selecting a new asset manager, according to a recent Professional Pensions study of 100 schemes. But where does this longlist of five names come from? And how can you make sure that your firm is included among them? Assembling The Longlist According to […]

| Friday, Jan 27 2017

The New Year’s resolution pension schemes want you to make

Professional Pensions asked an audience of over 100 trustees and scheme managers to set their asset managers a New Year’s resolution. Their answer was clear. Be more transparent on costs. Which costs? Respondents rarely talked about of specific types of costs. Instead, they spoke of “cost transparency” in general terms, meaning that they want better […]

| Tuesday, Dec 06 2016

Investment Philosophy: What attitudes are guiding scheme investments?

Before a pension scheme can plan an investment strategy with its asset manager, it has to determine what its investment goals are and the parameters within which those goals are to be achieved – also known as its investment philosophy. As part of our broader buying cycle content, Pensions and Benefits Market Solutions is looking […]