Shows
Hymans Robertson On...Investment - A groundbreaking, member focused transactionIn this episode, Ben Farmer is joined by Simon Jones, Head of Responsible Investment here at Hymans and special guest John Hamilton, Chair of Trustees for the Stagecoach Group Pension Scheme, for a discussion on the unique journey of the Stagecoach pension scheme, recent industry dynamics and the practicalities of this transaction.The conversation offers valuable lessons for trustees and those managing pension schemes in a changing landscape, as they cover topics such as: Key changes in the pensions industry and specific updates from the Stagecoach scheme over the past year.How t...
2025-12-1931 min
Hymans Robertson On...DC Quarterly Round-up - November 2025 - Episode 150Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide...
2025-11-1806 min
Hymans Robertson On...Investment - Navigating ESG in investment - Episode 149In this episode of Hymans Robertson On... Investment, host Jaid Longmore along with Sanjay Joshi, Responsible Investment Consultant at Hymans Robertson, is joined by Dan Mikulskis, Chief Investment Officer at People's Partnership to discuss the future of ESG investing. The ESG pushback has been significant across the investment landscape. Its origins, whether ideological, political, or practical have left asset owners at a crossroads. During this episode, our experts discuss: The origins of the ESG pushback we're currently witnessingTo what extent this pushback is ideological, political or practical.The implications across the investment landscape.We hope you enjoy li...
2025-09-2416 minHymans Robertson On...DC Quarterly Round Up - August 2025 - Episode 148In this episode of Hymans Robertson On..., Kirsty Moffat, Senior DC Investment Consultant, presents the latest DC quarterly round-up. In this instalment, Kirsty discusses:Pension reforms and oversight: The New Pension Schemes Bill introduces mandatory value-for-money assessments, scale targets for master trusts, automatic small pot consolidation, and required default decumulation options. Meanwhile, the new Pensions Commission focuses on retirement adequacy, long-term outcomes, state pension age review, and challenges of an aging population.Industry commitments and standards updates: Seventeen leading DC providers have pledged through the Mansion House Accord to invest at least 10% of their default funds in UK economy-supporting as...
2025-08-0406 min
Hymans Robertson On...Investment - Capital Markets mid-year update 2025 - Episode 147In this episode of Hymans Robertson On... Investment, Ben Farmer is back in the hosting chair to bring you a mainstay episode in the form of a Capital Markets mid-year update for 2025. Ben is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson, and Torsten Slok, Chief Economist at Apollo Global Management, to take a look at market movements from the first half of 2025 and discuss what we might expect to see in the second half of the year.Throughout the episode, our experts cover: How US growth can be likened to a we...
2025-07-3126 min
Hymans Robertson On...Retirement - a personal journey - Episode 146In this episode of Hymans Robertson On… Retirement, our host Kirsty Moffat is joined by Rona Train for a personal and powerful conversation about preparing for life after work, and why our industry needs to do more to support members as they approach retirement.As Rona prepares to step back after nearly 40 years in pensions, she shares her own retirement journey: the emotional ups and downs, the unexpected life events that shaped her timing, and how financial advice gave her the clarity and confidence to take the next step.Together, Kirsty and Rona explore:The emotional and ps...
2025-07-2520 min
Hymans Robertson On...Investment – Credit where credit’s due - Episode 145In this episode of Hymans Robertson On... Investment, our host, Ross MacLeod, is joined by colleagues, David Watson and Sam Hampton for a discussion on the role that credit can play in a pension scheme's investment portfolio. Whether the scheme's objective is buy out, run on, or is still defining its long-term goals, our experts examine the role of credit in each of these scenarios. Throughout the episode, they'll explore topics like:The role credit can play across scheme objectives.The flexibility and strategic benefits credit can offer.Scheme-specific strategy: why there's no one-size-fits-all approach to credit.
2025-06-3034 min
Hymans Robertson On...Government's role in improving pensions: Your vision for the future - Pensions and Retirement Conference 2025 - Episode 144Recorded live at our Pensions and Retirement Conference 2025, this special edition of “Hymans Robertson On…” explores the government's role in improving pensions and building a more inclusive and sustainable system for the future.This episode tackles the big questions facing UK pensions policy, from adequacy and inclusion to long-term resilience, and considers how the next phase of reform can drive meaningful change for millions of savers.With perspectives from across the industry, the panel examines the role of state provision, the need for joined-up thinking, and how government, regulators and the industry can work together to create...
2025-06-1030 min
Hymans Robertson On...Rewarded risk in your endgame journey - Pensions and retirement conference - Episode 143In this special edition of Hymans Robertson On…, Abhishek Srivastav is joined by Ben Fox, Mhairi Gooch and Mathew Webb to explore how pension schemes can approach their endgame decisions through the lens of risk and reward.The discussion covers a range of strategic considerations – from running on versus buy-out, to evolving regulatory drivers, investment opportunities, and the trade-offs involved in managing surplus. The panel shares insights into how schemes can assess “rewarded” vs “unrewarded” risks, with practical examples of run-on frameworks, insurer pricing dynamics and the role of climate risk in long-term planning.Hymans Robertson disclaimer
2025-06-0529 min
Hymans Robertson On...What's Next For The Risk Transfer Market? Pensions and retirement conference - Episode 142This special edition of Hymans Robertson On… recorded live at our 2025 Pensions and Retirement Conference, explored the trends, challenges and innovations shaping the future of the UK pensions industry.In this session, Lara Desay is joined by James Mullins and Michael Abramson to unpack what’s next for the risk transfer market: a fast-evolving space that has seen record-breaking volumes and increasing complexity in recent years.From supply and demand dynamics to capacity constraints, evolving product options and the growing administration backlog, the conversation offers a candid look at the opportunities and risks facing trustees, sponsors and...
2025-05-2741 min
Hymans Robertson On...Building Britain: Can Pensions Drive Productivity & Deliver Return? Pensions and retirement conference - Episode 141This special edition of Hymans Robertson On… was recorded live at our Pensions and Retirement Conference 2025, where we explored how pensions can play a greater role in supporting growth, sustainability and prosperity across the UK.In this session, Alison Leslie is joined by Elaine Torrey, Asad Rashid, Martin Dietz and Iain Connatty to examine the opportunities and innovation shaping the future of productive finance. From venture capital and infrastructure to affordable housing and the green transition, the conversation brings to life how pension schemes- both DC and DB - can make a tangible impact without compromising on returns. Pa...
2025-05-2344 min
Hymans Robertson On...Investment - Building a more inclusive investment industry with the AODC - Episode 140In this episode of Hymans Robertson On... Investment, our host, Amy Sutherland is joined by fellow colleague, Jaid Longmore, a Responsible Investment Consultant at Hymans Robertson and Helen Price, Co-chair of the Asset Owner Diversity Charter (AODC) to discuss diversity, equity and inclusion (DEI) across the pensions and investment industry. Throughout the episode, our three experts cover topics such as: The importance of DEI for investors. How initiatives like the AODC help to advocate for standardisation in reporting and facilitating the process of enagegment.Addressing recent headwinds surrounding DEI and the future of DEI in the pensions and...
2025-05-2034 min
Hymans Robertson On...Future of DC Pension Design, Delivered Today - Pensions and retirement conference - Episode 139This special edition of “Hymans Robertson On…” explores the future of DC pension design, recorded live at our Pensions and Retirement Conference 2025.In this session, Kathryn Fleming, James Smith, Eve Reid, and Matthew Blakstad share their insights on what it takes to create more flexible and inclusive retirement options. From hybrid models and personalised guidance to smarter data use and innovative scheme design, the conversation covers the critical shifts needed to improve outcomes for millions of savers.With practical ideas and strategic reflections, this discussion offers a clear view of what can be done now to build...
2025-05-1441 min
Hymans Robertson On...DC Quarterly Round-up - May 2025 - Episode 138In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty covers the key developments shaping the defined contribution landscape this quarter, including:The proposed DC oversight reforms and what they could mean for schemes and governance structures.Updates on the FCA’s drive to improve member outcomes and its implications for providers.Changes to pension tax relief, auto-enrolment thresholds, and what schemes need to be aware of.Highlights from The Pensions Regulator’s 2024 survey of trust-based DC schemes, and what the results tell us about current sche...
2025-05-0907 min
Hymans Robertson On...Achieving Adequate Retirements - Pensions and Retirement Conference 2025 - Episode 136This special edition of “Hymans Robertson On…” explores what it will take to achieve adequate retirements in the UK, recorded live at our Pensions and Retirement Conference 2025.In this session, we move beyond the statistics to examine the real barriers and real opportunities when it comes to helping people secure decent retirement incomes. From life-stage engagement and scheme design to the evolving roles of DB, DC and CDC, our panellists share candid insights on the future of adequacy in a changing landscape.We explore how employers and providers can support better outcomes through inclusive benefit design, guided...
2025-05-0643 min
Hymans Robertson On...Investment - An interview with John Dickson: Lessons learned in 30+ years in UK pensions and investment - Episode 137In this episode of Hymans Robertson On... Investment, our host Ben Farmer, sits down with Hymans Robertson's former Senior Partner, John Dickson, to chat through his career in UK pensions and investment. While giving a whiste-stop tour of his career highlights, John takes the time to chat through:Memorable client journeys, taking opportunities and the lessons learned along the way. The key moments that shape UK pensions - past, present and future. Leadership, good governance and the importance of doing the right thing. Making a difference for your clients, colleagues and communities. He also gives a brief outli...
2025-05-0538 min
Hymans Robertson On...AI: The Good The Bad and The Reality- Pensions and Retirement Conference 2025 - Episode 135This special edition of “Hymans Robertson On…” explores the reality of artificial intelligence in pensions, recorded live at our Pensions and Retirement Conference 2025.In this session, we cut through the hype to examine the true potential, and true risks, of AI across the pensions and retirement landscape. From efficiency gains and smarter decision-making to ethical challenges and regulatory uncertainty, our panellists share candid insights on what AI means for the future of our industry.We explore how AI can enhance member outcomes, the importance of transparency and governance, and the practical steps schemes and providers should be tak...
2025-04-3029 min
Hymans Robertson On...The Big Picture in Pensions - Pensions and Retirement Conference 2025 - Episode 134This special edition of “Hymans Robertson On…” explores the big picture in pensions, recorded live at our Pensions and Retirement Conference 2025.From the evolving role of DB schemes to the urgent need for investment-led growth, this episode dives deep into the economic, regulatory and demographic forces shaping the future of pensions.Our panellists unpack the legacy of de-risking, the risks of over-concentration in gilts and credit, and the opportunity for pension funds to play a central role in driving national growth. With a focus on mindset shifts, surplus reinvestment, and more ambitious approaches to long-term capital, this c...
2025-04-2346 min
Hymans Robertson On...Investment - Local Investment with impact - Episode 133On this episode of Hymans Robertson On... Investment, host Ben Farmer is joined by Iain Campbell from Hymans Robertson and guest Paddy Dowdall, Assistant Executive Director at Greater Manchester Pension Fund (GMPF) for an insightful discussion on local and impact investing.Throughout the episode, they give insight into: Why local investment is more important than ever.What it means to invest with impact.Striking a balance between risk and return, and the importance of due diligence. Drawing on his extensive experience, Paddy shares real examples from GMPF's local investment journey, the lessons learned and offers practical tips fo...
2025-04-1730 min
Hymans Robertson On...Creating a Legacy - Pensions and Retirement Conference 2025 - Episode 132Recorded live at our Pensions and Retirement Conference 2025, this special edition podcast brings you the energy, ideas and insights from an event that brought together voices from across the industry. Join us as we speak to a range of hosts and delegates, capturing their reflections on the standout moments, most talked-about topics, and key takeaways from the day.From fresh thinking on pension design to the evolving role of schemes in supporting better retirements, this episode explores how the industry is working to create a meaningful and lasting legacy for savers. Whether you attended the event on the...
2025-04-1556 min
Hymans Robertson On...Investment - Insurance-Linked Securities (ILS) 101 - Episode 131In this episode of Hymans Robertson On... Investment, host David Watson is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson, and Sidney Rostan, Head of Insurance Linked-Securities at SCOR Investment Partners to dive into insurance-linked securities (ILS) with a focus on catastrophe bonds (cat bonds). In this episode, our guests explore:What are catastrophe bonds and why invest? (2:30)The types of natural catastrophes covered and the evolution of the market. (6:37)The impact of recent catastrophe events on the market. (10:38)How does the ILS market cope with climate change? (14:11)We hope you enjoy listening. If y...
2025-04-0822 min
Hymans Robertson On...Hymans Robertson On... Navigating DEI in Risk Benefits and Retirement - Episode 130In this episode, our host Hannah English, Head of DC Corporate Consulting at Hymans Robertson, is joined by Jeffrey Fox, Strategic Consulting Lead at Lockton, to explore the evolving role of diversity, equity, and inclusion (DEI) in pensions and risk benefits. Together, they discuss:How corporate DEI ambitions are shaping reward and benefits strategies.The impact of regulatory changes, including the EU Pay Transparency Directive.Practical steps companies can take to reduce inequalities in pension provision.With DEI becoming a central theme in corporate strategy, this conversation looks at how businesses can align their pensions and benefits approach with t...
2025-03-2433 min
Hymans Robertson On...Investment - Key responsible investment themes for 2025 - Episode 128In this episode of Hymans Robertson On... Investment our host Amy Sutherland is joined by Mhairi Gooch and Chris O'Bryen to talk about all things responsible investment in 2025.During the podcast, our experts discuss: Achieving net-zero and the importance of building a climate transition action plan to turn ambitions and targets into clear steps.Navigating the anti-ESG backlash.Responsible investment priorities for the coming year.If you have any questions or would like to discuss anything further, please get in touch. Related content Net...
2025-02-2122 minHymans Robertson On...DC Quarterly Round-up - February 2025 - Episode 127In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses:The Mansion House speech and Autumn Budget.The FCA's proposals to enhance targeted support for savers.Recent developments in Collective Defined Contribution (CDC) schemes.The regulators shift towards more predential regulations.New research findings on improving pensions engagement.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters...
2025-02-0309 min
Hymans Robertson On...Investment - Key DB Investment themes for 2025 - Episode 126In this episode of Hymans Robertson On… Investment, our host Ben Farmer is joined by Hymans Robertson’s Elaine Torry, Co-Head of Trustee DB and Chris Arcari, Head of Capital Markets as they look in to 2025 and the key themes for DB investment.During this packed episode, our experts discuss: Key market movements in 2024 and what to expect from the global economy in 2025.Key market driven events and what trustees should do as a result.Recent gilt yield moves.Tight credit spreads and the importance of diversficiation. Equity market concentrations.Property markets and foundations of recovery. Private market...
2025-01-2039 min
Hymans Robertson On...Investment - The implications of prevailing global equity market concentrations - Episode 125In this episode of Hymans Robertson On... Investment, our host David Watson is joined by Oriana Mezini, Senior Investment Research Consultant here at Hymans Robertson and Alexander Philipps from Longview Partners for a discussion on equity market concentrations.During our podcast, our experts share:An overview of the current level of concentration in global equity markets.A look back at prior periods of high concentration, discussing similarities and differences. Merits of and challenges that investors may face with passive market-cap equity market exposure. Alternative approaches that can help investors address concentration risks.If you have any questions or...
2024-12-1823 min
Hymans Robertson On...Investment - Deforestation - what might it mean for future investors? - Episode 123In this episode of Hymans Robertson On… Investment, our host Amy Sutherland is joined by Tom Prince, Investment Associate Consultant at Hymans Roberston and Pei Chi Wong from Global Canopy for a discussion on deforestation and what it might mean for future investors.During the podcast, our experts discuss:How deforestation links to wider biodiversity and climate issues.What investors can do to play their part in reducing deforestation and protecting biodiversity.Additional resourcesDeforestation guidance for the pensions sector.Information on the deforestation free transition plan.If you have any questions or would li...
2024-12-0432 min
Hymans Robertson On...Investment – end game planning, productive finance and the brave new world for DB pension scheme investment - Episode 121In this episode of Hymans Robertson On... Investment, our host Ben Farmer is joined by Elaine Torry, Head of DB Trustee Investment at Hymans Robertson, and John Hamilton, Group Taxation Director at Stagecoach Group plc, for a discussion on endgame, how DB shcemes can invest in productive finance and DB scheme investment.During the podcast, our experts discuss: What we mean by 'productive finance'Productive investmentWhat does it mean in practiceIf you have any questions, or would like to discuss anything further, please get in touch.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LL...
2024-11-0854 minHymans Robertson On...DC Quarterly Round-up - November 2024 - Episode 120In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses:The pensions review under the first phase of the new Labour governmentThe FCA's initiation of a new value-for-money framework for DC schemesUpdates on pension dashboardsConcerns around pension adequacyKey developments for Master TrustsThe FCA's latest data on the retirement income marketRelated ContentLabour’s Pension Review – Terms of referenceThe FCA’s new VFM frameworkThe Pensions Dashboard – Compliance and enforcement policy‘Act now on pensions dashboards so we don’t have to’ blo...
2024-11-0510 min
Hymans Robertson On...How has DC oversight grown and what will it look like in the future? - Episode 118In this episode of Hymans Robertson On... we discuss the evolution of DC oversight and what the future holds for it. We'll be exploring:Technological support for good governance.Alignment of corporate objectives with DEI and ESG.The future of DC oversight for retirement provision.If you’d like to hear more about the benefits of setting up a pension oversight group or improving how your oversight group currently operates, please get in touch.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at rel...
2024-09-1129 min
Hymans Robertson On...Investment - Taking the dive - how can investors tackle marine issues - Episode 117In this episode, our host Amy Sutherland is joined by André Ranchin, an Investment Consultant at Hymans Robertson, and Will Oulton, Trustee Director, Marine Conservation Society, for a discussion on marine biodiversity. During the podcast, our experts:Take a deeper dive into all things marine biodiversityThe blue economyWhat it might mean for investorsHymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular e...
2024-08-2939 min
Hymans Robertson On...Investment - Resilience in Property – leading with Environment and Social values - Episode 115In this episode of Hymans Robertson On... our host, Mostafa Nasim, presents his first podcast episode in our investment series, and is joined by Steven Grahame, Senior Investment Research Consultant at Hymans Robertson, and Kevin Aitchison, Managing Director and Head of Europe at Savills Investment Management.In this podcast, Mostafa and our guests have a discussion on the future Resilience in Property, leading with Environment and Social values, highlighting some of the key challenges and risks that clients should be considering regarding their property portfolio allocation. If you have any questions on anything discussed during this podcast, please get in touch.
2024-07-3137 min
Hymans Robertson On...DC Quarterly Round-up - August 2024 - Episode 114In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this installment, Kirsty discusses:Changes to DC Pension Schemes under the New Labour GovernmentThe new anti-greenwashing legislationLatest updates on Pensions DashboardNews from across the pensions provider marketRelated ContentWe have set out our new ‘wish list’ for the new Pensions Minister here.Further details on what we expect to be included in the Pensions Schemes Bill can be found in our 60 second summary.More information on pension dashboard staging dates can be found on the UK gov...
2024-07-3007 min
Hymans Robertson On...Investment - Capital Markets mid-year update 2024 - Episode 113In this episode of Hymans Robertson On... our host, Ben Farmer, presents our mid-year Capital Markets episode, and is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson and Stephen Jones, Global Chief Investment Officer at Aegon Asset Management.For this episode, we got together at our podcast producer's studio, Whoosh, for our first in-person podcast! During the podcast, we discuss the key market events of 2024 so far, look forward to what the rest of the year might hold, and discuss the implications for institutional investment portfolios.DisclaimerThis podcast has been prepared...
2024-07-1935 min
The Fintech FeedHymans Robertson On... Fintech Feed - Role of AI in Closing Advice Gap - Episode 15The Fintech Feed is our technology-focussed podcast series, where we explore the growing impact of data and technology on the financial services industry. In this episode we take a look at unlocking value in member data.In this special edition of the Fintech Feed, Julie Hammerton, Head of Hymans Robertson Personal Wealth is joined by colleagues Dan McMahon, Head of Technology and Innovation, and Roger Gifford, Head of Advice at Hymans Robertson Personal Wealth. In this podcast the delve into the world of AI, exploring the role AI can potentially play in closing the financial advice gap. Listen to find o...
2024-06-2729 min
Hymans Robertson On...Investment - Climate scenario modelling - Episode 112In this episode of Hymans Robertson On... our host, Amy Sutherland, is joined by Sanjay Joshi, Responsible Investment Consultant from Hymans Robertson and Dr Jesse Abrams, Postdoctoral Research Fellow from Exeter University. Listen to our podcast, as our experts discuss the evolution and future of climate scenario modelling, and what it could mean for investors.Please see our podcast jargon buster here for more on the different terms you may hear used throughout. DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 25 Ju...
2024-06-2536 min
Hymans Robertson On...DC Quarterly Round-up - May 2024 - Episode 111In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses:The Spring Budget and the main takeawaysThe Retirement Living Standards (or the RLS)Abolition of the lifetime allowanceThe General Code of PracticeThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters and is not specific to the circumstances of any particular employer or pension scheme. The...
2024-05-0808 min
Hymans Robertson On...Investment - Putting the G in ESG, the importance of workplace culture final - Episode 110In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Simon Jones, Head of Responsible Investment at Hymans, and Annabel Gillard, International Advisory Council Member from the Institute of Business Ethics (IBE). During the episode, we look at putting the 'G' in 'ESG' (Environmental, Social and Governance), workplace culture and what Trustees can do to capture culture in their decision making.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our u...
2024-04-2630 min
Hosted by HRISAI with Scott Finnie - Episode 8In our eigth Hostes by HRIS podcast, our host, Alison Moini, is joined by Scott Finnie, Head of Digital Strategy at Hymans Robertson LLP. This episode focuses on how AI could affect the IFA market including: how much AI has developed since the 1950s; what the opportunities and threats are for the IFA market; how Hymans Robertson manages possible threats from AI; and the potential developments of AI in the coming years.
2024-04-0513 min
Hymans Robertson On...Investment - Key themes for private markets in 2024 - Episode 109In this episode of Hymans Robertson On... our host, Ben Fox, presents the latest episode in our investment series, and is joined by Penny Cochrane and Linda McAleer, both Senior Investment Research Consultants at Hymans Robertson.During the episode, our experts discuss the key trends for private markets in 2024, looking at:Challenges facing UK property marketsDebt vs equityNatural capitalHymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 02 April 2024. It is designed to be a general summary of topical investment matters and is...
2024-04-0228 min
Hymans Robertson On...Investment - Responsible Investment in 2024: Focusing on what matters - Episode 107In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Simon Jones, Head of Responsible Investment and Mhairi Gooch, Senior Responsible Investment Consultant at Hymans Robertson.During the episode, our experts discuss:Responsible investment (RI) in 2024What's next for RI, including COP 28Stewardship and the stewardship codeIf you have any questions on anything discussed in this podcast, please get in touch.Hymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as...
2024-02-2836 minHymans Robertson On...DC Quarterly Round-Up - February 2024 - Episode 105In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses implications for pension schemes following the Autumn Statement, pensions dashboard programme, abolition of the lifetime allowance and the latest news from the pensions provider market.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters and is not specific to the circumstances of any particular employer...
2024-02-0608 min
Hymans Robertson On...Investment - Key investment themes for 2024 - Episode 104In this episode of Hymans Robertson On... our host, Ben Fox, presents the latest episode in our investment series, and is joined by Elaine Torry, Co-Head of Investment Trustee DB and Chris Arcari, Head of Capital Markets.During the episode, we discuss key market events from 2023, what this might mean for 2024 and the key themes that should be on trustees’ radar for 2024 as a result. Hymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 28 November 2023. It is designed to be a ge...
2024-01-2233 min
Hymans Robertson On...Investment - CDI: The basics and beyond - Episode 103In this episode of Hymans Robertson On... our host, Penny Cochrane, presents the latest episode in our investment series, and is joined by Sam Hampton, Senior Investment Consultant, and Anne-Marie Morris, Head of Defined Benefits Solutions Strategy at Legal & General Investment Management (LGIM). Listen to our podcast, as our experts discuss:What we mean when we say CDIExploring CDI for your strategy, and what you need to look atCDI lanscape todayHymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 28 November 2023. It is...
2023-12-1530 min
Hymans Robertson On...Investment - Biodiversity and natural capital - Episode 102In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Andre Ranchin, Investment Consultant at Hymans Robertson and Ann Meoni, Senior Sustainability Analyst at Abrdn.In the advent of the Task Force on Climate-related Financial Disclosures (TCFD), you may have heard of the upcoming Task Force on Nature-related Financial Disclosures (TNFD). Whilst there’s some expectation that investors may start disclosing in line with TNFD in the future, the time for action is now. During this episode, we discuss biodiversity and natural capital, and identify some of th...
2023-12-0834 min
Hymans Robertson On...Impact of a high inflationary environment on life insurers - Episode 101In this episode of Hymans Robertson On... we discuss the impact of a high inflationary environment on life insurers. We are delgihted to welcome Dan Diggins, Head of international markets at Hymans Robertson. Thanks for listening.
2023-11-2913 min
Hymans Robertson On...DC Quarterly Round-Up - November 2023 - Episode 100In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty looks at the changes to auto-enrolment provision, the financial conduct authority's investment pathways, changes to the investment governance landscape and decumulation within the DC pensions provider market. DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any...
2023-11-0207 min
Hymans Robertson On...Investment - Book club with Jenny Segal - Episode 98In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Calum Cooper, Partner at Hymans Robertson and Jenny Segal, Author.During this book club episode, we discuss Jenny's recent books, covering the importance of workplace culture, making hybrid working work in the pensions industry and how trustees, advisors and asset managers can work together to ensure boards are as effective as possible.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events...
2023-10-3141 min
Hymans Robertson On...Investment - Impact investing - Episode 97In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Sanjay Joshi, Responsible Investment Consultant at Hymans Robertson and Kieron Boyle, Chief Executive of the Impact Investing Institute.During this episode, we discuss impact investing, how it differs from ESG, what is considered an impact investments and more.
2023-10-1139 min
Hymans Robertson On...Investment - UK equities: structurally unfit or simply unloved? - Episode 94In this episode of Hymans Robertson On... our host, Penny Cochrane, presents the latest episode in our investment series, and is joined by Oriana Mezini, Senior Investment Research Consultant at Hymans Robertson and Iain McCombie, Head of UK Equities at Baillie Gifford.During this episode, we discuss UK Equities, and whether they are underappreciated in today's portfolios. DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at 23 August 2023. It is designed to be a general summary of topical investment matters and is not...
2023-09-1230 minHymans Robertson On...DC Quarterly Round-up August 2023 - Episode 93In this episode of Hymans Robertson On... Kirsty Moffat, DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty looks at the implications of the Chancellor’s Mansion House Speech for pension schemes, the importance of diversity and inclusion and the joint Government-Regulator response to the proposed Value for Money Framework.This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any pa...
2023-08-1107 minHymans Robertson On...Investment - Capital markets mid-year update - Episode 92In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson and Gavyn Davis, Chairman at Fulcrum Asset Management.During this episode, we discuss the key market events of 2023 so far, a look at what the rest of the year might hold, and a discussion on the potential risks that could knock things off course in the short term.DisclaimerThe information provided in this broadcast is not financial advice. Past performance...
2023-07-3144 min
The Fintech FeedFintech Feed - AI Ethics, Regulation and Opportunities. How to proceedThe Fintech Feed is our technology-focussed podcast series, where we explore the growing impact of data and technology on the financial services industry.In this episode, Scott Finnie, Co-Head of Digital Strategy at Hymans Robertson and Dan McMahon, Head of Technology and Innovation at Hymans Robertson, are joined by Jo McLean, Managing Associate at Addleshaw Goddard to dicuss ethics, regulation and opportunities in relation to Artificial Intelligence.Listen to our 30 minute podcast to find out more.
2023-07-2131 min
Hymans Robertson On...Understanding Longevity - Assumptions for insurance companies and pension schemes - Episode 91In this episode of Hymans Robertson on... Understanding Longevity, Ben Johnsons is joined by Mark Cooper from Rothesay, Mark Sharkey from Club Vita and Helen Wells from Hymans Robertson to discuss how pension schemes and insurers may have different approaches to longevity.
2023-07-2043 min
Hymans Robertson On...Investment - Renewables infrastructure and the energy transition - Episode 90In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Asad Rashid, Senior Investment Research Consultant at Hymans Robertson and Rosalind Smith-Maxwell, Senior Vice President at Quinbrook Infrastructure Partners.During this episode, we discuss renewables infrastructure, the energy transition and the questions investors should be asking when giving consideration to these assets.
2023-07-1139 min
Hymans Robertson On...Investment - Quantitative Tightening and LDI - Episode 88In this episode of Hymans Robertson On... our host, Penny Cochrane, presents the latest episode in our investment series, and is joined by Ryan Bio-Genfi, Research Analyst, Ben Fox, Senior Investment Consultant at Hymans Robertson and finally, Rob Gall, Head of Market Strategy at Insight Investment Management.During this episode, we discuss quantitative tightening and it's impacts on the gilt market, and Liability Driven Investment portfolios.
2023-06-0621 min
Hymans Robertson On...Investment - DB scheme governance models and how the investment advisory approach can differ - Episode 84In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Shani McKenzie, Head of Sole Trustee Services, and Samora Stephenson, Head of Fiduciary Oversight at Hymans Robertson, and Sarah Leslie, Director and Partner at Ndapt professional trustees.During the episode, we take a look at the evolving governance models for Defined Benefit pension schemes, the pros and cons of each model, and how the different approaches work in practice. We'll also share some insightful case studies.
2023-03-3034 min
Hymans Robertson On...Planning for your scheme’s “end game” - Episode 72In this episode of Hymans Robertson On... Our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Elaine Torry and Claire O’Neill. During the episode we discuss the different ways the UK Defined Benefit pension schemes can pass risk to insurers, and how this can form a key part of planning for their “end game”. Why is this such a pertinent topic today? Over the last year market moves – and particularly the significant rises in gilt yields – have improved many pension schemes’ funding positions and served to speed up their de-ris...
2022-10-1229 min
Hymans Robertson On...The future of services for DB schemes - Episode 70In this episode of Hymans Robertson On…, James Sheehan, Co-head of Digital Strategy, is joined by Jon Hatchett, Partner in Hymans Robertson’s DB business and Marcus Hurd, Partner and Managing Director of ndapt, the network of Professional Trustees.During the episode, we discuss the future of services for DB schemes - taking a long-term, visionary look at where the DB industry feels ripe for change.
2022-08-2425 min
Hymans Robertson On...The Consumer Duty - Episode 65In the latest episode of Hymans Robertson On...Paul Waters, Head of Digital Wealth at Hymans, is joined by Karen Brolly, Head of Products, and Dave Lowe, Group Head of Propositions and Technical at the platform Embark, to discuss the topic of the Consumer Duty. We look at this primarily from the wealth space - asset managers, insurers, advisers and beyond. We share our views on the advised and non-advised markets, the work needed to implement the Consumer Duty, and what difference all of this will have made in 5 years' time.Please note: this podcast is for financial s...
2022-07-1838 min
Hymans Robertson On...Investment - Key investment themes in 2022 for DC schemes, insurers and retail investors - Episode 62In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Marc Storan, Victoria Panormo and William Marshall.During the episode we discuss key investment themes for 2022 and and their ramifications for insurers, DC Schemes and retail savers.
2022-05-1947 min
Hymans Robertson On...Investment - A (Brief) History of UK Pensions and Institutional Investment - Episode 60In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Ronnie Bowie and Andy Green.During the episode we discuss how the investment landscape has changed over the years, and the lessons we can learn for the future.
2022-04-2137 min
Hymans Robertson On...Investment - Diversity impact, outcomes and actions - Episode 58In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Penny Cochrane and Asad Rashid, both Senior Investment Research Consultants, plus Helen Price from the Brunel Pension Partnership. During the episode we discuss the importance of diversity of thought and how trustees can take action on Diversity to improve or protect your long term investment outcomes.
2022-03-2430 min
Hymans Robertson On...Stewardship from a Fiduciary Manager's perspective (Part 2) - Episode 56In this episode of Hymans Robertson On...we bring you the second episode of our two-part series exploring stewardship from a Fiduciary Manager’s perspective. Samora Stephenson, Senior Investment Consultant here at Hymans Robertson, is joined by two Fiduciary Managers, Sophie Dapin, Solutions Manager at Schroders and Annachiara Marcandalli, Partner at Cambridge Associates to discuss this topic.We look at how these Fiduciary Managers determine engagement priorities; whether ‘bespoke’ engagement is possible for clients with different priorities; and whether divestment is an appropriate action to create good outcomes.
2022-03-0230 min
Hymans Robertson On...Investment – Liability Driven Investment (“LDI”) 101 - Episode 55In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series, this time on Liability Driven Investment (LDI). Ben welcomes Hymans Robertson's Nell McRae, Senior Investment Consultant, and Phil Hardingham, Risk and Modelling Consultant, for a deep dive into all things LDI. During the episode we explore how it can be used to manage risk and help DB schemes on their journey towards their long term funding objectives.
2022-02-2829 min
Hymans Robertson On...Investment - Key investment themes for 2022 - Episode 52In this episode of Hymans Robertson On... our host Ben Farmer presents the first instalment of 2022 in our Investment series, which looks at the key investment themes for the year ahead. Ben is joined by Elaine Torry, Partner and Co-Head of Trustee DB Investment at Hymans Robertson. During the episode we recap on the themes and considerations for pension schemes in 2021 and then take a look at what we anticipate the themes will be for 2022. You can find links to the content referenced in this episode’s show notes at www.hymans.co.uk/hymans-robertson-on along with other episodes in the...
2022-01-2733 min
Hymans Robertson On...Stewardship from a Fiduciary Manager's perspective (Part 1) - Episode 47In this episode of Hymans Robertson On...we bring you the first episode of our two-part series exploring stewardship from a Fiduciary Manager’s perspective. Samora Stephenson, Senior Investment Consultant here at Hymans Robertson is joined by two Fiduciary Managers, Ajeet Manjrekar, co-Head of Solutions at River and Mercantile Solutions and Inge West, Senior Sustainable Investment Specialist at Mercer Investment Solutions to discuss this topic.We look at how these fiduciary managers determine engagement priorities; whether ‘bespoke’ engagement is possible for clients with different priorities; and whether divestment is an appropriate action to create good outcomes.Discla...
2021-12-0345 min
Hymans Robertson On...Investment - Buildings, back better – UK property market review - Episode 46In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series, this time on the UK property market. Ben welcomes Linda McAleer, who leads Property research at Hymans Robertson, and Hannah Marshall, CIO of UK Direct Real Estate at CBRE Investment Management. During the episode we recap what’s been a rollercoaster couple of years in property, and look at key trends and an insight into what the future might hold, with a focus on responsible investment and how this is shaping the property market. You can find links to the content refe...
2021-12-0223 min
Hymans Robertson On...Investment - Sustainability and the growth of green bonds - Episode 43In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series, this time on sustainability and the growth of green bonds . Ben welcomes Emma Cohen and Tongai Kunorubwe from GSAM's fixed income ESG Research and Integration team, along with Penny Cochrane, Investment Research Senior Consultant from Hymans Robertson. With COP26 taking place this month, during the episode we focus on sustainable investment and in particular the growth of Responsible Investment in bond markets. You can find links to the content referenced in this episode’s show notes at www.hymans.co.uk/hyma...
2021-11-0523 min
Hymans Robertson On...Investment - Stewardship and the significance of supply chains - Epsiode 41In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series on stewardship and the significance of supply chains. Ben welcomes Martin Buttle, Head of Good Work at ShareAction, and Caoimhe Bain, Responsible Investment Specialist at Hymans Robertson. During the episode we discuss the importance of stewardship among asset owners and managers, a case study on supply chains highlighting the potential impact of poor ESG practices, and draw out some actions that trustees can take to exercise their stewardship responsibilities effectively. You can find links to the content referenced in this episode’s show...
2021-10-1330 min
The Fintech FeedAdvice Conversations - Episode 6Introducing ‘The Fintech Feed’ – the technology focussed podcast series brought to you by Hymans Robertson. UK based Hymans Robertson is an independent consultancy passionate about improving the long-term savings market through expert consulting and leading-edge technology. Our new, regular, free podcast, hosted by Scott Finnie, co-head of Digital Strategy at Hymans, explores the growing impact of data and technology on the financial services industry.
2021-10-0135 min
Hymans Robertson On...Master Trusts – debunking the myths - Episode 40In this episode of Hymans Robertson On… Mike Ambery, Partner in our DC Team is joined by Shabna Islam, Head of DC Provider Relations to discuss the misconceptions we hear about when it comes to moving to a DC Master Trust arrangement. You can find the show notes for this episode at hymans.co.uk/hymans-robertson-on.
2021-09-0709 min
Hymans Robertson On...Investment - Are value equities still “good value”? - Episode 39In this episode of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the fourth in a mini-series on Investment - Are value equities still “good value”? Ben welcomes Andy Headley, Head of Global Investments at Veritas Asset Management, and Oriana Mezini, Head of Global Equity Research at Hymans Robertson. During the episode we discuss the age-old debate of whether value or growth stocks may be more likely to outperform over the long-term, and what the future might hold for value investing given the long-term trends we’re currently seeing in the markets. You can find links to the cont...
2021-09-0230 min
Hymans Robertson On...Investment - Mid-year market review and inflation inspection - Episode 37In episode 37 of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the third in a mini-series on Investment - Mid-year market review and inflation inspection. Ben welcomes John Roe, Head of Multi-Asset Funds at LGIM, and Chris Arcari, Head of Capital Markets Research at Hymans Robertson. During the episode we discuss market events from the first half of 2021 and the outlook for inflation. What might you expect to see in markets over the next 6-12 months, and what are the the potential ramifications for the typical asset classes held in pension scheme portfolios? You can find links to...
2021-07-3030 minHymans Robertson On...Hyman Robertson On... Tackling The Advice Gap - Episode 32In this episode of Hymans Robertson On… our host Richard Allen welcomes Dianne Day, Professional Independent Trustee at Independent Trustee Services, and Andrew Dunlop, Head of Engagement at Nestle UK Pensions to discuss how we might begin tackling the advice gap, with a particular focus on pensions.
2021-06-0242 min
Hymans Robertson On...Investment - The Dragon Awakens - Opportunities in Chinese Equities - Episode 30In episode 30 of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the second in a mini-series on Investment - The Dragon Awakens - Opportunities in Chinese Equities. Ben welcomes Nick Price, Emerging Markets Equity Portfolio Manager at Fidelity International, and Asad Rashid, Investment Research Consultant at Hymans Robertson. During the episode we cover the growing influence of chinese stocks in global equity markets, opportunities and risks they impose, implications for pension scheme portfolios, and actions for investors to take. You can find links to the content referenced in this episode’s show notes at www.hymans.co.uk/h...
2021-05-1325 min
The Fintech FeedCan technology help bridge the advice gap? - Episode 5Introducing ‘The Fintech Feed’ – the technology focussed podcast series brought to you by Hymans Robertson. UK based Hymans Robertson is an independent consultancy passionate about improving the long-term savings market through expert consulting and leading-edge technology. Our new, regular, free podcast, hosted by Scott Finnie, co-head of Digital Strategy at Hymans, explores the growing impact of data and technology on the financial services industry.This, our fifth episode discusses the topic of: ‘Can technology bridge the advice gap?’ Scott has a ‘down the pub’ style chat with Kevin Hollister, Founder of Guiide. Kevin is an actuary with around 25 years of consu...
2021-04-1932 min
Hymans Robertson On...Investment - Key investment themes for 2021 - Episode 25In episode 25 of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the first in a mini-series on Investment - Key investment themes for 2021. Ben welcomes Ross Fleming, Investment Partner at Hymans Robertson, and they provide a market update including equity exposures, TCFD requirements, and the death of LIBOR.
2021-04-1313 min
Hymans Robertson On...Building Better Financial Security - Encouraging Pension Saving (Part 1) – Episode 24In this episode of Hymans Robertson On… our host Greer Flanagan presents the first in a mini-series on building better financial security by focusing on encouraging pension saving. Greer welcomes Anne Harris, Head of Pensions at ScottishPower, to discuss the various benefits of setting targets when it comes to pension saving.For other podcasts in the series visit hymans.co.uk/insights/podcasts
2021-04-0822 min
Hymans Robertson On...DC Master Trusts - Options Pensions - Episode 23In episode 24 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the next in a mini-series on DC master trust providers. Victoria welcomes Roger Grosvenor, Business Development Manager at Options Pensions, where they discuss meeting the needs of under-supported areas of the pensions market, what options are out there to meet these diverse needs, and how Options are addressing the needs of Muslim pensions investors with the launch of their sharia-compliant range of portfolios. You can find links to the content referenced in this episode’s show notes at www.hymans.co.uk/hymans-robertson-on along with othe...
2021-04-0613 min
The Fintech FeedConversational Artificial Intelligence - Episode 4Introducing ‘The Fintech Feed’ – the technology focussed podcast series brought to you by Hymans Robertson. UK based Hymans Robertson is an independent consultancy passionate about improving the long-term savings market through expert consulting and leading-edge technology. Our new, regular, free podcast, hosted by Scott Finnie, co-head of Digital Strategy at Hymans, explores the growing impact of data and technology on the financial services industry.This, our fourth episode discusses the topic of: ‘Conversational Artificail Intelligence’. Scott has a ‘down the pub’ style chat (if only!) with Oliver Lemon, Chief AI Officer And Co-Founder and Nehat Krasniqi, CEO and Co-Founder of Alana AI. M...
2021-03-1033 min
The Fintech FeedAdvice, apps and APIs: the changing face of financial services - Episode 3Introducing ‘The Fintech Feed’ – the technology focussed podcast series brought to you by Hymans Robertson. UK based Hymans Robertson is an independent consultancy passionate about improving the long-term savings market through expert consulting and leading-edge technology. Our new, regular, free podcast, hosted by Scott Finnie, co-head of Digital Strategy at Hymans, explores the growing impact of data and technology on the financial services industry.This, our third episode discusses the topic of: ‘Advice, apps and APIs: the changing face of financial services’. Scott has a ‘down the pub’ style chat (if only!) with the energetic Founder and CEO of Nucleus Financ...
2021-01-1231 min
Hymans Robertson On...DC Master Trusts - Nest - Episode 18In episode 18 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the third in a mini-series on DC master trust providers. Victoria welcomes Will Sandbrook, Executive Director at Nest, and Jo Phillips, Director of Research and Innovation at Nest, to discuss how we can encourage people to be more financially resilient. Drawing on their latest research into sidecar savings, we discuss how employers can support their employees in promoting financial wellbeing and encouraging them to save more. You can find links to the content referenced in this episode’s show notes at www.hymans.co.uk/hyma...
2021-01-0522 min
The Fintech FeedTech in the Third Sector Digital solutions for the greater good - Episode 2Introducing ‘The Fintech Feed’ – the technology focussed podcast series brought to you by Hymans Robertson. UK based Hymans Robertson is an independent consultancy passionate about improving the long-term savings market through expert consulting and leading-edge technology. Our new, regular, free podcast, hosted by Scott Finnie, co-head of Digital Strategy at Hymans, explores the growing impact of data and technology on the financial services industry.This episode looks at tech in the Third Sector - digital solutions for the greater good. Scott Finnie debates this topic with Alistair Forbes, Founder of the Scottish Tech Army, Becky Still, Volunteer at the Scotti...
2020-11-0632 min
Hymans Robertson On...Risk Transfer - Investment Considerations - Episode 16In episode 16 of Hymans Robertson on... our host James Mullins, Head of Risk Transfer, presents our third Risk Transfer podcast. James speaks with Nell McRae, an investment specialist at Hymans Robertson on the investment considerations you need to consider in advance of a buy-in, minimising risks and maximising benefits in terms of pricing.
2020-10-2917 min
Hymans Robertson On...DC Master Trusts - The People's Pension - Episode 15In episode 15 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the second in a mini-series on DC master trust providers. Victoria welcomes Glenn Dobson, National Business Development Manager at The People's Pension, to discuss their thoughts on the DWP consultation on charges, responsible investment and the importance of the default investment option in a DC scheme. We talk about their latest research into member self-selection and improving engagement and outcomes. You can find links to the content referenced in this episode’s show notes at www.hymans.co.uk/podcasts along with other episodes in the...
2020-09-1815 min
Hymans Robertson On...DC Master Trusts - Cushon - Episode 14In this episode of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the first in a mini-series on DC master trust providers. Victoria welcomes Danny Meehan, Head of Workplace Savings, and Steve Watson, Head of Proposition at Cushon, to discuss how they take the lead on the holistic approach to financial wellbeing, the difference technology is making, and how COVID-19 is helping to shine the spotlight on employee attitudes to savings. You can find links to the content referenced in this episode’s show notes at www.hymans.co.uk/podcasts along with other episodes in the...
2020-08-0619 min
Hymans Robertson On...DC Quarterly Round Up - July 2020 - Episode 13In episode 13 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents our third DC Quarterly Review. In this episode, Victoria looks further at COVID pensions considerations (01:08), What’s new in Responsible Investment (03:57) and the latest news from the pensions provider market (07:56). You can find links to all the content that is referenced in the show notes at www.hymans.co.uk/podcasts.
2020-07-3009 min
Hymans Robertson On...DB Consolidation - Clara-Pensions - Episode 12In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the fourth in a mini-series on DB consolidation. Kieran welcomes Ashu Bhargava, Senior Actuary at Clara-Pensions, to take a deeper dive into this consolidation option and the benefits for scheme trustees and sponsors. For other podcasts in the series visit hymans.co.uk/podcasts
2020-07-3027 min
Hymans Robertson On...DB Consolidation - The Pension SuperFund - Episode 11In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the third in a mini-series on DB consolidation. Kieran welcomes Antony Barker, Managing Director at The Pension SuperFund, to take a deeper dive into this consolidation option and the benefits for scheme trustees and sponsors. For other podcasts in the series visit hymans.co.uk/podcasts
2020-07-2335 min
Hymans Robertson On...DB Consolidation - Citrus DB master trust - Episode 10In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the second in a mini-series on DB consolidation. Kieran welcomes Peter Thompson, Chair of Trustees at Citrus DB master trust, to take a deeper dive into this consolidation option and the benefits for scheme trustees and sponsors. For other podcasts in the series visit hymans.co.uk/podcasts
2020-07-0728 min
Hymans Robertson On...DB Consolidation - Overview of the consolidation landscape - Episode 9In this episode of Hymans Robertson On… our host Kieran Mistry (Actuarial Consultant) presents the first in a mini-series on DB consolidation. Kieran welcomes Alistair Russell-Smith, Head of Corporate DB at Hymans Robertson, to set the scene and provide an overview of the consolidation landscape available to Defined Benefit pension scheme trustees and sponsors. For other podcasts in the series visit hymans.co.uk/podcasts
2020-06-1127 min
Hymans Robertson On...Risk Transfer – Stepping inside an insurer (Part 2) – Episode 8In this episode of Hymans Robertson On… our experts James Mullins and Michael Abramson discuss data preparation and how you can get your scheme in the best position before approaching insurance companies for quotations. Listen to our second episode in our Risk Transfer podcast series below. Part 1 of stepping inside an insurer looked at the process insurers go through when asked to quote for a transaction. Find out more or download our 2020 risk transfer report at www.hymans.co.uk/services/risk-transfer/
2020-05-2614 min
Hymans Robertson On...Responsible Investment – Climate risk and sponsor covenants - Episode 7In this episode of Hymans Robertson On… our host Simon Jones (Head of Responsible Investment) presents our latest instalment on the theme of Responsible Investment. Simon welcomes Michael Bushnell, Managing Director at Lincoln Pensions, to talk about how climate risk can be considered when evaluating sponsor covenant, interconnectedness and what the COVID-19 pandemic can teach us for the future. For other podcasts in the series visit hymans.co.uk/podcasts
2020-05-2022 min
Hymans Robertson On...DC Quarterly Round Up - May 2020 - Episode 6In episode 6 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents our second DC Quarterly Review. In this episode Victoria gives a brief overview of the latest important developments in DC. The episode covers COVID-19 pensions considerations (01:07), what’s new in Responsible Investment (04:28) and the 2020 Spring Budget (remember that?!) (08:17). You can find links to all the content that is referenced in the show notes at www.hymans.co.uk/podcasts.
2020-05-0609 min
Hymans Robertson On...Responsible Investment - Leading the way in addressing climate risk - Episode 5In this episode of Hymans Robertson On… our host Simon Jones (Head of Responsible Investment) presents our latest instalment on the theme of Responsible Investment. Simon welcomes Faith Ward, Chief Responsible Investment Officer at the Brunel Pensions Partnership to discuss the challenges the investment industry faces in responding to climate change and the leadership necessary to drive change across the financial services industry. Find out more at www.hymans.co.uk/services/responsible-investment
2020-04-2025 min
Hymans Robertson On...Responsible Investment: Thoughts on climate aware investing - Episode 4In this episode of Hymans Robertson On… our host Simon Jones (Head of Responsible Investment) presents our latest instalment on the theme of Responsible Investment. Simon welcomes Henrik Wold Nilsen of Storebrand Asset Management to discuss climate risk and how it’s being considered within the investment management industry. Henrik provides insight into climate aware investment and the rapid pace of change. Find out more at www.hymans.co.uk/services/responsible-investment
2020-03-0931 minHymans Robertson On...DC Quarterly Round Up - February 2020 - Episode 3In this episode of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents our first DC Quarterly Review. In this episode Victoria gives a brief overview of the latest important developments in DC. In this show she covers the PLSA retirement living standards (1.07), the FCA and Government responses to the Work and Pensions Committee’s recommendations on pension costs and transparencies (3.42), as well as the latest on the DC master trust market (6.05). You can find links to all the content that is referenced by visiting www.hymans.co.uk/podcasts
2020-03-0208 min
Hymans Robertson On...Risk Transfer – Stepping inside an insurer (Part 1) – Episode 2In episode 2 of Hymans Robertson On, our Risk Transfer experts, James Mullins and Michael Abramson, chat about the risk transfer market and specifically explore the process insurers go through when asked to quote for a transaction. Find out more or download our 2020 risk transfer report at www.hymans.co.uk/services/risk-transfer/
2020-01-1028 min