Shows
Shoosmiths PodcastsShoosmiths on TAP - Risk transfer series, episode 2: Later stages of a risk transfer projectIn the second episode of our risk transfer series, Suzanne Burrell is joined once again by Adam Davis, Managing Director of K3 Advisory, and Becky Wood, Trustee Director at Vidett, to discuss the later stages of a risk transfer project, including approaching insurers, pricing and recent experience around that process, as well as key actions for trustees and employers including decision making processes, project management, negotiating legal documentation and communicating with members.
Stay tuned for future episodes in this risk transfer series where we will be discussing alternatives to buy out, in particular the transfer of defined...
2023-09-1332 min
Shaping TomorrowExpertView EP15: Small Schemes Risk TransferExpertView is our series of discussions that bring together experts from different disciplines to share their specialist perspectives on key pension topics.
Trustee Director James Chalk hosts our latest episode; discussing with guests Iain Church (Hymans Robertson) and Nick Flynn (Canada Life), how smaller schemes can maximise their chances of success in an increasingly busy and selective risk transfer market.
2023-08-2315 minShoosmiths PodcastsShoosmiths on TAP - Risk Transfer Series Episode 1: Preparing for Buy in and BuyoutSuzanne Burrell is joined by Adam Davis, Managing Director of K3 Advisory, and Becky Wood, Trustee Director at Vidett, to discuss recent risk transfer market experience, preparing for buy in or buy out, and some common issues in those projects.
Last year, 2022, saw the completion of around 200 risk transfer transactions, representing around £30bn in liabilities moving from pension schemes to insurers. In 2023 we are already seeing a very busy market, and thanks to improved funding positions for many defined benefit schemes, this year the number and value of transactions looks set to be even higher.
I...
2023-07-2524 min
Shaping TomorrowExpertView EP14: Restructuring PlansExpertView is our series of discussions; bringing together experts from different disciplines to share their specialist perspectives on key pension topics.
In our latest episode, Trustee Director Kevin Dolan takes the hot seat, welcoming his guests: Dan Mindel, Managing Director at Cardano, alongside Naomi Parmar (Counsel) and Katie Banks (Partner) who both join from Hogan Lovells.
2023-03-2929 minShaping TomorrowExpertView EP13: Corporate Restructuring and PensionsExpertView is our series of discussions; bringing together experts from different disciplines to share their specialist perspectives on key pension topics.
This month our episode is presented by Associate Director James Chalk, who is joined by Paul Birrell and Andy Stone of Interpath Advisory. Tune in as they discuss the 2023 economic outlook, and what trustees should be doing in any restructuring situations.
2022-12-0630 minShaping TomorrowExpertView EP12: Fiduciary ManagementExpertView is our series of discussions; bringing together experts from different disciplines to share their specialist perspectives on key pension topics.
In our latest episode, Trustee Director Duncan Willsher is joined by André Kerr, Head of Fiduciary Management Oversight at XPS Pensions Group.
In this month's episode, they discuss various aspects of Fiduciary Management, including how FM's have navigated through the last few turbulent weeks since the mini-budget.
2022-10-2728 minShaping TomorrowExpertView EP11: Executive WomenExpertView is our series of discussions; bringing together experts from different disciplines to share their specialist perspectives on key pension topics.
In our latest episode, Trustee Director Kate Leigh is joined by Lynda Whitney, Partner with Aon.
In this month's episode, they discuss many things; including Lynda's extensive career, how she thinks the industry has changed and evolved, and her top tips for new starters in the pensions industry… Enjoy!
2022-09-2316 minShaping TomorrowExpertView EP10: Member OptionsExpertView is our series of discussions; bringing together experts from different disciplines to share their specialist perspectives on key pension topics.
For this episode, our host is Senior Trustee Consultant Ben Salmons, who is joined by guests Julia Fox from Quietroom, Mark Barlow from XPS Pension Group, and Robin Dickinson from PwC, as they discuss Member Options. Enjoy!
2022-08-3029 minShaping TomorrowExpertView EP9: Capital-Backed Scheme OptionsWelcome to ExpertView, a series of discussions brought to you by 20-20 Trustees; bringing together experts from different disciplines to share their specialist perspectives on key pension topics.
In this latest episode, Nadeem Ladha is joined by Adam Lane of Mercer, and Jerome Melcer, lead advisor to Aspinall Capital Partners, to discuss the circumstances in which third party capital can be used to support a pension scheme's journey to its endgame.
2022-04-2125 minShaping TomorrowExpertView EP8: LDIIn this month’s ExpertView, Trustee Director Nadeem Ladha and his panel of guests will be delving into the world of Liability Driven Investing (LDI).
Joined by Danielle Markham (Head of LDI Research, Barnett Waddingham), Santosh Sunder (Hedging Manager, LDI Strategy: BP Pension Scheme) and Simon Bentley (Head of Solutions, CPM UK: BMO Global Asset Management); this episode discusses the evolution of LDI over recent years, integrating LDI into the end-game and managing the operational complexities of an LDI portfolio.
2022-01-2429 minShaping TomorrowExpertView EP7: Cyber RiskIn the latest edition of ExpertView, we see our experts from different disciplines sharing their specialist perspectives on key pension topics. Your host this month is Kate Leigh, 20-20 Trustees Director, who is joined by Paul McGlone of Aon, David Varney of Burges Salmon and Ross Foley of PwC.
In this episode, we discuss what actions trustees should be taking to protect their schemes against cyber risks. Listen to the discussion to hear useful insights on whether trustees are clear on what they need to do, what types of questions trustees should be asking their suppliers, and what immediate steps...
2022-01-2415 min
Shaping TomorrowExpertView EP6: Scheme Buy-OutsWelcome to ExpertView, our series bringing together a panel of experts from different disciplines to share their specialist perspectives on key pension topics. This month, Nadeem Ladha (20-20 Trustees Director) is joined by Michael Abramson of Hymans Robertson, Andrea Collins of Just Group plc and Rachel Uttley of Addleshaw Goddard .
This episode brings together de-risking, insurance, legal and strategic expertise to explore how we can improve scheme buy-out outcomes. Listen to the discussion to hear useful insights on accessing value and executing a smooth buy-out in the current risk transfer market.
2022-01-2434 minShaping TomorrowExpertView EP5: FX HedgingIn episode five of our ExpertView series, Duncan Willsher, 20-20 Trustees Director is joined by Chris Austin of Mercer, Haakon Blakstad of Validus Risk Management and Jaime Madell of Kirkland & Ellis.
This episode looks at currency and FX hedging, and whether we as institutional investors are spending enough time thinking about these aspects in our portfolio. Listen to the discussion to hear useful insights on whether trustees should be thinking of this as an asset class or a risk mitigation tool, and setting strategies with a holistic approach.
2022-01-2430 minShaping TomorrowExpertView EP4: Pension Schemes Act 2021In the latest episode of ExpertView, our experts from different disciplines share their specialist perspectives on key pension topics. This month, 20-20 Trustees Director, Tom Stockley, is joined by Luke Hartley, Director with Lincoln Pensions, Peter Murphy, Head of Pensions Litigation with Sackers & Partners, and Mike Shimwell, Chief Actuary with Isio.
The discussion focuses on The Pensions Regulator’s new powers under the Pension Schemes Act 2021. Listen to the discussion and hear the expert views on how the new powers will impact changes in trustee behaviour, criminal provisions and how they will be used, and the benefits and potential risks th...
2022-01-2429 minShaping TomorrowExpertView EP3: Private LendingIn the third episode of our ExpertView series - experts from different disciplines share their specialist perspectives on key pension topics. This month, Nadeem Ladha of 20-20 Trustees, is joined by Chris Austin of Mercer, Mike Dennis of Ares Capital and Ian Farrand of LCP. The discussion focuses on direct lending as an asset class, and digs ‘under the bonnet’ of direct lending as an interesting and useful asset class for pension scheme journeys.
Listen to the discussion and hear the expert views on questions such as why pension schemes should consider investing in private debt.
2022-01-2426 minShaping TomorrowExpertView EP2: DB Scheme ConsolidatorsIn the second episode of our ExpertView series, where experts from different disciplines share their specialist perspectives on key pension topics; Nadeem Ladha, 20-20 Trustees Director, is joined by Christopher Stiles of Gowling WLG, Jordan Harrison of XPS, and Maurice Speer of Mercer.
The discussion focuses on commercial consolidation and in particular those consolidators that are using 3rd party capital in one way or another. Listen to the discussion and hear the expert views on the similarities and differences of pension superfunds and capital-backed journey plans.
2022-01-2422 minShaping TomorrowExpertView EP1: GMP Equalisation20-20 Trustees is starting the year with a new video podcast series called ‘ExpertView’ where experts from different disciplines share their specialist perspective on key pension topics. In the first episode, Nadeem Ladha, 20-20 Trustees Director, is joined by Rachel Uttley of Addleshaw Goddard, Sam Whalley of PwC and Lynda Whitney of Aon to discuss the third Lloyds Judgement on GMP equalisation. The Judgement dealt specifically with members who previously transferred out of DB schemes. Listen to the discussion about what the ruling now means for DB schemes.
2022-01-2421 min