Defined Benefit (DB) (43)

Is short-term memory loss affecting DC investment strategies?
Investment strategy

Is short-term memory loss affecting DC investment strategies?

Many pension savers will be invested across multiple market cycles, so we believe it's important ...

By Jesal Mistry

16 Jun 2022

4 min read

Mastering the basics: Three things to consider when moving from an own trust to a master trust
Rita Butler-Jones
Investment strategy

Mastering the basics: Three things to consider when moving from an own trust to a master trust

Transitioning your scheme from an own-rules trust ('own trust') to a master trust can feel...
By Rita Butler-Jones
09 May 2022
2 min read
Volatility in the endgame – friend or foe?
Investment strategy

Volatility in the endgame – friend or foe?

As many pension schemes enter their endgames and their solvency funding levels approach 100%, a...
By John SouthallMathew Webb
28 Apr 2022
5 min read
DB endgame strategy: marvellous monitoring
John Southall
Investment strategy

DB endgame strategy: marvellous monitoring

As many defined benefit (DB) schemes mature, there is increasing attention on how they should ada...
By John Southall
24 Feb 2022
5 min read
DB schemes: of hikes and health
Investment strategy

DB schemes: of hikes and health

The UK's defined benefit (DB) pension schemes finished 2021 at their healthiest levels since befo...

By Yikai ShenJohn Southall

11 Feb 2022

2 min read

LIBOR never dies?
Wilson Poon
Investment strategy

LIBOR never dies?

In this blog, we look at pension funds' liability valuations.
By Wilson Poon
02 Feb 2022
3 min read
Credit returns: worth waiting for?
John Southall
Investment strategy

Credit returns: worth waiting for?

How does the rate of return you can expect to earn on corporate bonds depend on the time horizon?
By John Southall
01 Feb 2022
5 min read
DB schemes: healthiest since COVID – but pandemic may cast long shadow
Investment strategy

DB schemes: healthiest since COVID – but pandemic may cast long shadow

The UK’s defined benefit (DB) pension schemes finished the third quarter at their healthiest leve...
By Yikai ShenJohn Southall
17 Nov 2021
2 min read