DB transfers: What trustees and employers should consider

DB transfers: What trustees and employers should consider

Since the introduction of freedom and choice in 2015, more and more savers have showed an interest in defined benefit transfers. In this episode, Ben Roe, senior partner and head of member options at Aon, and Gary Evans, board director at the Pensions and Administration Standards Association and chair of Pasa's Transfers Working Group, discuss the responsibilities of trustees and employers when it comes to DB transfers, and how they can support members in making the right decisions.

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Episoder(123)

Vigilance urged over relaxed rules

Vigilance urged over relaxed rules

Trustees should not take advantage of easements introduced by the Pensions Regulator, which has relaxed its enforcement rules and reporting guidelines, warns John Reeve, director at Cosan Consulting. ...

23 Apr 202016min

Is 3-month DB holiday enough?

Is 3-month DB holiday enough?

Measures introduced by the Pensions Regulator – which allow employers to freeze their defined benefit obligations for three months in response to the economic fallout from coronavirus – might need to ...

8 Apr 202015min

Webb: Budget must deliver for doctors

Webb: Budget must deliver for doctors

Former pensions minister Steve Webb argued that “it would be astonishing” if the March 11 Budget does not bring a solution to the issues caused by the tapered annual allowance for doctors and senior c...

5 Mar 202015min

Regulator should take ‘softly-softly’ approach to DC consolidation

Regulator should take ‘softly-softly’ approach to DC consolidation

The Pensions Regulator should take a “softly-softly” approach to defined contribution consolidation, similar to what happened with master trusts during the authorisation process, where subtle conversa...

19 Feb 202017min

Govt and regulators urged to review chair statements

Govt and regulators urged to review chair statements

Government and regulators should rethink pension schemes’ chair statements, as they have become a regulatory compliance tool for the pensions industry, according to Darren Philp, director of policy an...

6 Feb 202021min

Vegan case flags importance of heeding members

Vegan case flags importance of heeding members

Trustees and employers should consult members on their beliefs, and incorporate the investment views of the majority in their pension default fund, according to Romi Savova, chief executive at Pension...

21 Jan 202020min

What falling sterling means for pension funds

What falling sterling means for pension funds

It has been a rocky few months for sterling, with the currency falling more than 7 per cent since May. In this podcast, Shoqat Bunglawala, head of Goldman Sachs Asset Management’s global portfolio sol...

22 Aug 201911min

Tackling the 'long tail' of underperforming smaller schemes

Tackling the 'long tail' of underperforming smaller schemes

The Pensions Regulator’s latest defined contribution survey revealed that only 4 per cent of micro schemes and 1 per cent of small schemes are meeting all of the watchdog’s governance standards. David...

15 Aug 20193min

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