Hymans Robertson

📺Watch our exclusive interview with Volvo Group to learn how setting up an effective DC Pension Oversight Committee has enhanced scheme engagement and improved retirement outcomes for Volvo's employees. During the discussion, Mark Stansfield and David O. from Volvo Group delved into the strategic requirements for setting up the oversight committee, as well as the significant benefits seen within the first 18 months. Watch the case study below, or to find out more, visit: https://okt.to/DlR1wr #PensionOversight #DCPensions #Governance

Sign up now for our webinar 'DC Decumulation: Getting Retirement Ready' on 25 September, hosted by Kathryn Fleming and Rona Train. 💡 We're delighted to be joined by Jacqui Reid from Sackers and Katharine Photiou from Legal and General to discuss several key topics, including members wants and needs in retirement, TPR's decumulation guidance and decumlation solutions. We'll also explore challenges within DC schemes, legal considerations and future-proofing strategies. Can't attend live? You can register anyway for on-demand access. 👉 Sign up here: https://lnkd.in/eqVTc2TM

📢 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗼𝘂𝗿 𝘁𝘄𝗼 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗗𝗕 𝘄𝗲𝗯𝗶𝗻𝗮𝗿𝘀 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗧𝗣𝗥’𝘀 𝗻𝗲𝘄 𝗗𝗕 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗖𝗼𝗱𝗲 – 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗶𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝘀𝗰𝗵𝗲𝗺𝗲 📅 29 August | 🕥 10:30 🔗 https://okt.to/0yrE7s 𝗛𝗼𝘄 𝗱𝗼𝗲𝘀 𝗶𝗻𝘀𝘂𝗿𝗲𝗿 𝗮𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗮𝗳𝗳𝗲𝗰𝘁 𝗽𝗲𝗻𝘀𝗶𝗼𝗻 𝗯𝘂𝘆-𝗶𝗻𝘀 𝗮𝗻𝗱 𝗯𝘂𝘆-𝗼𝘂𝘁𝘀? 📅 5 September | 🕥 10:00 🔗 https://okt.to/tk1hT2 Don't miss out! Register now! #Pensions #Webinar #RiskTransfer #DBfunding

When it comes to retirement, members most commonly value a guaranteed income that supports their desired lifestyle. However, flexibility and leaving an inheritance are also important to some - priorities can vary widely. We're engaging with members to understand how they feel about the trade-offs in Collective Defined Contribution (CDC) schemes. How do they balance flexibility, income variability, and fairness? CDC has the potential to transform retirement in the UK – but building trust is key. Read Paul Waters's latest blog here: https://okt.to/KN3XoO #CDC #Pensions #Retirement

Do customers understand the insurance products available to them? Are they getting the right calls to action? We’ve commissioned new research on customer perspectives on the insurance market and how they want to engage with providers. At our upcoming IFS 10th Annual Conference on 18 September, Ben Stroud, Andrew Valentine and Rebecca Macdonald will share findings from three key areas: 🤝Product features which insurance customers value ⚖️ Engaging with customers on changes that impact their policies 🖥️Future innovation in the long term savings and insurance market, including retirement solutions, CDC and digital considerations Register here: https://okt.to/23TpRr

🔊Our latest #LGPS accounting webinar is available to watch on-demand! Craig Alexander and Adrian Loughlin FFA set out to help you make sense of your upcoming 31 August 2024 LGPS accounting disclosures. The webinar is designed specifically for academies in the LGPS. You can catch up here: https://okt.to/0corhG

On 16 August, the Terms of Reference for Phase 1 of the new Government’s Pensions Review were released. Despite being unlikely bedfellows, the phase will focus on defined contribution schemes and the #LGPS in England and Wales. In the latest article in our LGPS policy series, Robbie McInroy sets out the aims of the review, external engagement and what to expect from Phase 2. Read more here: https://okt.to/x1mFJL

𝗧𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝗶𝗻 𝗼𝘂𝗿 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 𝗶𝗻 𝗘𝗻𝗱𝗴𝗮𝗺𝗲𝘀 𝘀𝗲𝗿𝗶𝗲𝘀, '𝗥𝘂𝗻-𝗼𝗻 𝘃𝘀 𝗯𝘂𝘆-𝗼𝘂𝘁: 𝗰𝗵𝗼𝗼𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗣𝗹𝗮𝗻 𝗔 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗗𝗕 𝘀𝗰𝗵𝗲𝗺𝗲', 𝗶𝘀 𝗻𝗼𝘄 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗼𝗻-𝗱𝗲𝗺𝗮𝗻𝗱. Calum Cooper FFA FRSA, Laura McLaren, Sachin Patel and guest speaker from The Pensions Regulator, Andrew Hoddinott, provided trustees and corporate sponsors with the insights needed to navigate the complexities of #DB pension scheme endgame planning. Click the link to watch on-demand now 🔗 https://okt.to/F9UDEA #PensionSchemes #EndgameSolutions #Webinar

What if trustees could maintain control while benefiting from insurance? Our latest insight explores an innovative approach: - Swap assets for a full buy-in - Continue running the scheme - Double security from insurer and sponsor - Trustees retain control over member experience Intrigued? Explore more on our Excellence in Endgames Insights Hub. Discover if this strategy could work for your pension scheme. https://okt.to/K0flIc #Pensions #Trustees #Insurance Michael Abramson

From 7 October, the Royal Mail Collective Pension Plan will launch. It's an achievement for all involved and is the first time in decades a new style of pension scheme has been launched in the UK. With change comes opportunity, and the launch of CDC symbolises further opportunity to embrace different scheme design to meet the challenges of future pension provision. Mark Stansfield explores the spectrum of scheme designs in between historic DB and DC, and why now is the time for creative thinking: 🔗 https://okt.to/trsf5O #RoyalMail #PensionReform #DBPensions #DCPensions #CDC