In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Shani McKenzie, Head of Sole Trustee Services, and Samora Stephenson, Head of Fiduciary Oversight at Hymans Robertson, and Sarah Leslie, Director and Partner at Ndapt professional trustees. During the episode, we take a look at the evolving governance models for Defined Benefit pension schemes, the pros and cons of each model, and how the different approaches wor...
Mar 30, 2023•35 min
In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by John Dickson, Partner and Ben Fox, Senior Investment Consultant. During the episode, we discuss how investment strategies of DB pension schemes might evolve in the wake of the recent gilt market volatility, including the importance of objective setting and why LDI continues to have an important role to play.
Mar 09, 2023•31 min
In this episode of Hyman's Robertson On… our host Susan Black, Head of Governance, Administration and Projects, is joined by colleague, Ian Colvin, Head of LGPS Benefit Consulting and guests Dan Chessell and Amanda Crawford from Essex Pension Fund. During the episode, we discuss workforce planning and what this might entail. Dan and Amanda will share their insights on the restructuring of the pensions team at Essex and the skills they believe are necessary for LGPS funds in the future. This is t...
Mar 08, 2023•23 min•Season 2Ep. 82
In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Elaine Torry, Co-Head of Investment Trustee DB and Chris Arcari, Head of Capital Markets. During the episode, we discuss recent market events, what we might expect from the global economy in 2023, and what should be on trustees' investment to-do lists in 2023 as a result.
Feb 16, 2023•38 min•Season 2Ep. 81
In this episode of Hymans Robertson On... Kirsty Moffat, DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty looks at our 2023 outlook for DC, Auto-Enrolment and the cost of living crisis and the latest news from the pensions provider market.
Feb 03, 2023•7 min•Season 2Ep. 78
In this episode of Hyman's Robertson On… understanding longevity Ben Johnson and Hande Love are joined by two special guests to discuss longevity inequality. We will be discussing collaboration between actuaries and researchers on longevity inequality. We are delighted to be joined by Dr Madhavi Bejakel - a Senior Research Fellow at University College London and Darryl Brundle, Head of Longevity Risk at Legal and General who will be discussing why longevity inequality is an important issue. We a...
Dec 19, 2022•34 min•Season 2Ep. 79
In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Mhairi Gooch, Senior Responsible Investment Consultant, and Thomas Hohne-Sparborth, Head of Sustainability Research at Lombard Odier. During the episode, we discuss all things Net Zeo, including an examination of how pension schemes and insurers can translate theory to action when working to Net Zero, what a “good” Net Zero strategy looks like, and how this might...
Nov 23, 2022•33 min
In this episode of Hymans Robertson On… our host Susan Black, Head of Governance, Administration and Projects (GAP), is joined by Ian Colvin, Senior GAP Consultant. During the episode, we discuss all things good governance in the LGPS. We take a look back at the Good Governance project, discuss where we are now and do some future gazing, on what funds can be doing to get ready for new regulation (particularly around workforce planning).
Nov 10, 2022•12 min
In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest instalment in our "route to buy-out" mini-series and is joined by Graham Jones and Tamaryn Driver, both Senior Investment Consultants at Hymans. During the episode, we discuss all things DB Master Trusts, including the role DB consolidators can play in smoothing out the process of risk transfer and wind up.
Nov 10, 2022•38 min
In the latest episode of Hymans Robertson On...we are back for the fourth instalment of our 'Understanding Longevity' series, where we talk about all things longevity. Our host Ben Johnson is joined by two guests from the international longevity analytics company Club Vita - Jenny Haid, CEO and Erik Pickett, Actuary and Chief Content Officer - to discuss how longevity issues compare on both sides of the Atlantic.
Nov 08, 2022•37 min
In this episode of Hymans Robertson On... our host Kirsty Moffat gives the latest quarterly updates on the DC market including inflation, the mini budget and the latest news from the pensions provider market.
Nov 02, 2022•6 min
In this episode of Hymans Robertson On...Investment our host, Ben Farmer, presents the latest instalment in our “route to buy-out” mini-series, and is joined by David Watson, Investment Research Associate Consultant, and Priyesh Patel, Investment Actuary in the BPA Team at Standard Life, Part of Phoenix Group. During the episode, we discuss how to structure an “insurer friendly” asset portfolio, the role that a buy & maintain corporate bond allocation can play in your investment strategy, an...
Oct 26, 2022•31 min
In this episode of Hymans Robertson On... Our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Elaine Torry and Claire O’Neill. During the episode we discuss the different ways the UK Defined Benefit pension schemes can pass risk to insurers, and how this can form a key part of planning for their “end game”. Why is this such a pertinent topic today? Over the last year market moves – and particularly the significant rises in gilt yields –...
Oct 12, 2022•29 min•Season 2Ep. 72
In this episode of Hymans Robertson On... our host, Kathryn Fleming is joined by Mark Baker, Senior Policy Researcher at the Pensions Policy Institute (PPI), and Mark Ormston, Director of Propositions & Corporate Partnerships at Retirement Line. During the episode, we discuss the recent research from the PPI, which focuses on how future pensioners will use guaranteed income products. We’ll explore the changes in the behaviours of people approaching retirement; retirement archetypes; and how ...
Sep 30, 2022•18 min
In this episode of Hymans Robertson On…, James Sheehan, Co-head of Digital Strategy, is joined by Jon Hatchett, Partner in Hymans Robertson’s DB business and Marcus Hurd, Partner and Managing Director of ndapt, the network of Professional Trustees. During the episode, we discuss the future of services for DB schemes - taking a long-term, visionary look at where the DB industry feels ripe for change.
Aug 24, 2022•25 min
In this episode of Hymans Robertson On... Kirsty Moffat, DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty looks at inflation, pensions dashboards and the latest news from the pensions provider market.
Aug 19, 2022•5 min
In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest instalment in our Investment series and is joined by Olivia Mooney, Responsible Investment Consultant, and Paul Chandler, Director of Stewardship at the Principles for Responsible Investment (PRI). During the episode, we discuss the importance of stewardship, take a look at what good stewardship means in practice and the future of stewardship.
Aug 16, 2022•37 min
Have you ever wondered what cats, elephants and mustangs have to do with pensions and the digital needs of customers? Then check out episode 67 of Hymans Robertson On... to find out! Our host Victoria Panormo is joined by Andy Young and Neil Hugh from Standard Life for the latest episode in our mini-series on DC Master Trust providers.
Aug 01, 2022•23 min
In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Chris Arcari, Head of Capital Markets Research, and Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management. During the episode, we have a quick round-up of market events from the first half of the year, a discussion on the outlook for the rest of 2022 and beyond, and a debate on whether the “balanced” portfolio is about to make a comeback....
Jul 19, 2022•46 min
In the latest episode of Hymans Robertson On...Paul Waters, Head of Digital Wealth at Hymans, is joined by Karen Brolly, Head of Products, and Dave Lowe, Group Head of Propositions and Technical at the platform Embark, to discuss the topic of the Consumer Duty. We look at this primarily from the wealth space - asset managers, insurers, advisers and beyond. We share our views on the advised and non-advised markets, the work needed to implement the Consumer Duty, and what difference all of this wi...
Jul 18, 2022•38 min
In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Penny Cochrane, Senior Investment Research Consultant, and James Greenwood, CEO of Permira Credit. During the episode, we look back at how the direct lending market has evolved over the past decade, the state of play in the asset class today, and how things might develop over the coming years.
Jun 23, 2022•24 min
In this episode of Hymans Robertson On... Kirsty Moffat, DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty looks at illiquid investing, the expanded Value for Members assessment and also the latest news from the pension provider market.
May 30, 2022•7 min
In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Marc Storan, Victoria Panormo and William Marshall. During the episode we discuss key investment themes for 2022 and and their ramifications for insurers, DC Schemes and retail savers.
May 19, 2022•48 min
In Episode 61 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, takes a break from our usual mini-series on Master Trusts for a special episode to talk about the Living Wage Foundation. In today’s climate of rising inflation, together with the importance of saving for retirement, the work of the Living Wage Foundation is more important than ever. In this episode, Victoria is joined by Shelley Morris from Living Wage and David Perkins from Herbert Smith Freehills...
May 05, 2022•19 min
In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Ronnie Bowie and Andy Green. During the episode we discuss how the investment landscape has changed over the years, and the lessons we can learn for the future.
Apr 21, 2022•38 min
In the latest episode of Hymans Robertson On...we are back for the third episode in our 'Understanding longevity' series, where we talk about all things longevity. Our longevity consultants Megan Hart and Ben Johnson are joined by Professor Tom Kirkwood CBE to discuss the science of ageing. Tom is Emeritus Professor at Newcastle University and has played a leading role in the research into ageing since the 1970s, publishing several award-winning books on the subject. We talk about what ageing is...
Mar 29, 2022•34 min
In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Penny Cochrane and Asad Rashid, both Senior Investment Research Consultants, plus Helen Price from the Brunel Pension Partnership. During the episode we discuss the importance of diversity of thought and how trustees can take action on Diversity to improve or protect your long term investment outcomes.
Mar 24, 2022•31 min
In Episode 57 of Hymans Robertson On… our host Victoria Panormo, Senior DC Investment Consultant, presents the latest episode in our mini-series on DC Master Trust providers. In this episode, Victoria is joined by Phil Parkinson and Rishal Singh from Mercer Master Trust to discuss the latest developments including the importance of open finance and how Mercer are using it to drive member engagement within the Master Trust.
Mar 23, 2022•19 min
In this episode of Hymans Robertson On...we bring you the second episode of our two-part series exploring stewardship from a Fiduciary Manager’s perspective. Samora Stephenson, Senior Investment Consultant here at Hymans Robertson, is joined by two Fiduciary Managers, Sophie Dapin, Solutions Manager at Schroders and Annachiara Marcandalli, Partner at Cambridge Associates to discuss this topic. We look at how these Fiduciary Managers determine engagement priorities; whether ‘bespoke’ engagement i...
Mar 02, 2022•31 min
In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series, this time on Liability Driven Investment (LDI). Ben welcomes Hymans Robertson's Nell McRae, Senior Investment Consultant, and Phil Hardingham, Risk and Modelling Consultant, for a deep dive into all things LDI. During the episode we explore how it can be used to manage risk and help DB schemes on their journey towards their long term funding objectives.
Feb 28, 2022•29 min
