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Insights

The big issues facing the pensions advice and wealth management industries. Here you’ll find our news and views.

You can contact our press team here.

28 May 2021

Climate Risk and TCFD Considerations for Trustees

Addressing the climate crisis is gaining more traction, meaning managing climate risk will become a top priority for trustees. Find out more.

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28 May 2021

Workplace Savings - Isio Blog 15

A lot has changed since 2018 in an ever-evolving DC market. We consider why contract and trust-based schemes should review their investment strategy every 3 years and what are the key areas to look out for.

27 May 2021

A beginner's guide to assessing fiduciary manager performance

Performance standards are finally here to help select and monitor fiduciary managers. We see this development as a game-changer for the market – if used in the right way. Find out more.

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18 May 2021

The UK gilt curve: is it actually steep today?

There has been lots in the financial press on the ‘steepening’ of the UK yield curve and what this might mean. Is the UK gilt curve actually steep today and what should we be thinking about for our clients’ hedging portfolios?

14 May 2021

Workplace Savings - Isio Blog 14

With new VfM requirements planned for October, we consider what really constitutes ‘Value for Members’ in DC schemes. Whilst competitive charges and all the proposition ‘bells and whistles’ are important parts of the assessment... they’re not the end of the story.

06 May 2021

Sir Dave Lewis and Nigel Topping discuss pensions, investment and climate change

Join us at a pensions, investment and climate change discussion on Tuesday 8 June 2021 from 11am – 12pm on Zoom.