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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How exactly do pension schemes go about selecting asset managers? How long does the whole process take? And at what stage does each decision take place? Incisive Media and Professional Pensions have conducted some research into these matters, and produced this infographic, setting out the typical process that pensions schemes use. This infographic was produced […]
Communicating with pension schemes is not easy. First, there are a vast number of such schemes to communicate with, making any such communication difficult. Second, the trustees responsible for the governance of many such schemes conduct their duties largely on a part-time basis, meaning they have limited time in which to engage with their service […]
Professional Pensions asked its audience of trustees and scheme managers about corporate hospitality and gifts. In the second of a two-part series, we look at the corporate hospitality offered and what is accepted. We first asked respondents what is their favoured type of corporate hospitality from advisers, providers or fund managers. Of those who answered, […]
Professional Pensions asked its audience of trustees and scheme managers about corporate hospitality and gifts. In the first of a two-part series, we look at whether they accept such gifts and, if so, what restrictions there are… When asked whether or not they accept corporate hospitality or gifts from their scheme’s advisers, fund managers or […]
Professional Pensions asked its audience of trustees and scheme managers how they prefer prospective advisers and providers to approach them and the sort of communications they like to receive. This is what they said… When asked about how they preferred to be contacted by advisers or providers they don’t currently use, the clear preference was […]
Professional Pensions asked its audience of trustees and scheme managers what they thought made for great customer service in the institutional pensions market and why. This is what they said… The most important aspects of customer service to our audience were ‘honesty and integrity’, firms ‘doing what they say they are going to’ and ‘offering […]
Beauty parades – where shortlisted scheme investment managers are interviewed to see which one should receive a mandate – are a critical part of winning pension scheme business. But what makes a good beauty parade performance from an asset manager? What are the key things asset managers should do – and avoid – to make […]