Resources

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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Archives

| Wednesday, Mar 22 2017

Pension Scheme Procurement Timeline: Establishing what a scheme needs

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 has conducted some research into these matters, and produced this infographic, setting out the typical process that pensions schemes use. This infographic was produced from a series […]

| 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 […]

| Monday, Jan 23 2017

How to successfully communicate with trustees and pension funds

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 […]

| 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 […]