Investment Expert and Accidental Trustee

Investment Expert and Accidental Trustee

In this episode, we explore a period of major change in workplace pension investing — from evolving default funds and increasing private market exposure, to Value for Money reforms and new retirement investment solutions. Robert Cochran and Sharon Bellingham are joined by Gerald Wellesley, Investment Chair of the Scottish Widows Master Trust. With over 35 years of investment experience and two decades as a scheme Trustee, Gerald shares a thoughtful and experienced perspective on navigating today’s volatile investment environment. The conversation covers private markets, the role of a strong liquidity ladder, and a compelling real‑world example of going against the consensus to achieve outperformance during market disruption. Gerald also discusses the potential implications of proposed Value for Money changes and how they could affect investment flexibility in the future. A must‑listen for anyone involved in workplace savings, pension scheme governance, or long‑term investment strategy.

Jaksot(41)

Trustee superpower - Operations Management Activated

Trustee superpower - Operations Management Activated

What’s it like to step into a Master Trust Trustee role? Joanne Fairburn has the answers.  She joins Robert Cochran and Sharon Bellingham to share fresh insights from her extensive pensions career and...

16 Huhti 48min

A record-breaking pension minister shares his highs and lows

A record-breaking pension minister shares his highs and lows

Guy Opperman on Pensions Dashboards, CDC, Auto-Enrolment & the Future of UK Retirement Saving Description: In this episode of the Scottish Widows podcast, former UK Pensions Minister Guy Opperman join...

30 Maalis 41min

Pension Dashboard – the new phase

Pension Dashboard – the new phase

In this 20‑minute live episode, Robert Cochran speaks with Chris Curry, Principal of the Pension Dashboard programme and Adam Gifford, who is leading on customer research. In front of an audience of e...

16 Maalis 20min

CEO Time - Tigers to Agents

CEO Time - Tigers to Agents

Scottish Widows CEO Chira Barua joins the podcast like a whirlwind to share how he is driving forward the business - we dive into: Personal highlights of 2025 - including app numbers, trust pilot scor...

3 Helmi 37min

AI & Humans: Elevating Customer Service to New Heights

AI & Humans: Elevating Customer Service to New Heights

Discover how 2,500 customer‑facing colleagues, powered by cutting‑edge AI, are delivering exceptional support at the moments that matter most. With soaring Trustpilot scores and personalised, multilin...

26 Tammi 34min

AI x Workplace Pensions - what can schemes do to improve what members see?

AI x Workplace Pensions - what can schemes do to improve what members see?

AI is changing how people engage with pensions - whether they’re seeking advice, researching pensions schemes, or making workplace decisions. In our latest podcast Robert Cochran is joined by award wi...

15 Tammi 44min

The Chair Story

The Chair Story

In this Trustee Special we hear directly from long time Trustee and Chair of the Scottish Widows Master Trust Jonathan Reynolds. Along with Sharon Bellingham we talk about the excitement of changes to...

19 Joulu 202559min

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