Gresham House’s Post

From Investment IQ. State Street Global Advisors’ ambition is to disrupt the existing LDI industry through its innovative and technology-led approach to LDI portfolio management and meet the ever-changing needs of pension schemes in volatile markets. Here, the group explains why. 🔗 Read the full article on Investment IQ: https://incm.pub/3V9sGsQ #pensions #pensionscheme #employeepension #finance #retirement

Isio’s Hannah Tebbutt attended the ‘lessons from down under’ session today at the #PLSAannual24 which explored what can be learned from Australia’s approach to auto-consolidation, infrastructure investment, and strict employer contribution requirements. Hannah commented: “Really insightful session on Australia's pension system. They currently have 11.5% matching contributions with an expectation that this will rise to 15% over the coming years - what does this say about the current level of adequacy in the UK?” #DCSchemes #PLSA #Pensions 

*Marketing material for professional clients only* 🌟 Beyond Buyout: The Case for Run-On 🌟 In recent years, UK Defined Benefit pension schemes have seen significant shifts due to rising long-term bond yields. As schemes approach full funding on a solvency basis, many trustees and sponsors are reconsidering the traditional 'buyout' route. Discover an alternative strategy – 'run-on'. This approach offers potential benefits such as sharing buyout surpluses with members and sponsors. Explore how the 'run-on' strategy could be a viable and beneficial alternative for many UK Defined Benefit pension schemes. 📖 Read the full article here: https://okt.to/Otj9gp #Pensions #InvestmentStrategy #DefinedBenefit

Our analysis shows that 134 buy-ins were completed in the first half of 2024 – a 40% growth from the 96 completed in the same period last year! These buy-ins covered £15.3bn in pension scheme liabilities. Key highlights: 👉 We led the advice on the largest superfund transaction, completed between the £600m Debenhams Pension Scheme and Clara-Pensions. 👉 We advised on a £700m captive insurance deal. 👉 Rothesay acquired the £6bn Scottish Widows buy-in portfolio. 👉 With over 250 buy-ins expected for the full year, covering £40bn in liabilities, 2024 is shaping up to be a record year since the market began! 🔗 https://okt.to/TpOQNt #RiskTransfer #Pensions #FinancialServices

At Yorsipp, we believe in transparent and straightforward pricing. That's why we don’t charge based on fund value or a percentage of your investments. Your clients can enjoy a clear, flat fee structure that makes it easy to understand exactly what they’re paying for, no matter the size of their pension pot or investment. #SIPP #SSAS #pensions #planningforyourfuture #investmentsolutions #investment #investmentplanning #propertypension #SIPPpension #SIPPprovider #commercialpropertypension #retirementplanning #IFAs #paraplanners #flexiblepension #flexibleSIPP #taxyearend #propertypurchasefee #commercialproperty #financialplanning #fundvalue

M&A activity is on the rise and, with improved funding positions in recent years, dealmakers are increasingly more open-minded when it comes to UK DB pension schemes. Navigating M&A with a DB pension scheme is still a challenge, but there is a wider range of options than ever before. Whether buyer, seller, target, or scheme trustee, could you take advantage should M&A impact you? https://ow.ly/fnmO50SAfzB #pensions #retirement #DefinedBenefit #MergersAndAquisitions

Our analysis shows that 134 buy-ins were completed in the first half of 2024 – a 40% growth from the 96 completed in the same period last year! These buy-ins covered £15.3bn in pension scheme liabilities. We're delighted to have played our part in what is shaping up to be another busy year for our industry, with Hymans acting as lead advisor on around 40% of this activity by value - prior to some well earned summer breaks! This has been a real team from our great team, and all the trustees, sponsors and advisors that come together to make these transactions happen. 🔗 https://okt.to/xnXp0o #RiskTransfer #Pensions #FinancialServices

Buyout versus run-on – an insurer's perspective. UK defined benefit (DB) pension schemes are in the healthiest, best funding position they have been for decades. This is a testament to and product of the careful planning and methodical work that trustees, companies and their advisors have put into their pension schemes over the past twenty years. Check out John Towner's latest article 👉 https://incm.pub/3YwGTC1 #pensions #pensionscheme #employeepension #finance #retirement

Mutuality is real and tangible ! Again we’re sharing our success with customers. ValueShare adds a further boost to customers’ pension pots and can’t be taken away. Talk to your financial broker #pensions #ValueShare #financialadvice

Great pricing … better terms … simplified management … enhanced security