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

| Thursday, Nov 03 2016

The Top 3 Criteria Used by Pension Schemes to Assess Asset Managers

This blog post will continue to examine aspects of process pension schemes use to evaluate their asset managers. As discussed in previous entries, it’s very important for asset managers to understand what schemes want from them at this critical juncture. Doing so improves the odds of one’s mandate being continued. Our previous two blog posts […]

| Tuesday, Oct 18 2016

3 ways to impress your clients at a review

Pension schemes can feel frustrated by asset managers when it comes to conducting performance reviews. So what can you, as an asset manager, do to help them? In our last blog post, we saw the three behaviours that asset managers should avoid at all costs during a performance review. But what can you do in […]

| Thursday, Oct 13 2016

3 traps to avoid when being reviewed by your pension scheme

As our recent “Pension Scheme Procurement Timeline” infographic shows, a scheme’s first tasks are to establish whether it needs an asset manager and, if so, what type of service it wants from them. But, if the scheme has already used an external asset manager, their first task will instead be to conduct a review. Reviews […]

| Thursday, Sep 29 2016

A Day in the Life – The Non-Professional Trustee

The first thing to say, where a day in the life of a non-professional trustee is concerned, is that there is no typical day as such: certainly not where their trustee duties are concerned at any rate. After all, being a trustee isn’t their day job. Between the hours of 9am and 5pm, they could […]

| Thursday, Sep 29 2016

Pensions Buzz: Weekends in Monaco and World Cup Finals – the corporate hospitality trustees are offered and what they accept

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, […]

| Monday, Sep 19 2016

Pensions Buzz: Accepting corporate hospitality – how scheme approaches differ

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 […]

| Thursday, Sep 15 2016

Persona: Pensions Trustee

Fill out the form to the right and click download to download the Pensions Trustee persona.   Marketing personas are a powerful tool to help you understand your real and potential customers better. They provide excellent insights into your audiences needs, goals and observed behaviours and are a necessary tool if you’re planning content marketing […]

| Wednesday, Sep 14 2016

Persona: Pensions Scheme Manager

Fill out the form to the right and click download to download the Pensions Scheme Manager persona.   Marketing personas are a powerful tool to help you understand your real and potential customers better. They provide excellent insights into your audience’s needs, goals and observed behaviours and are a necessary tool when planning your sales […]