Overview

In this episode of Hymans Robertson On... Investment, our host Ben Farmer is joined by Elaine Torry, Head of Trustee DB Investment at Hymans Robertson, and John Hamilton, Group Taxation Director at Stagecoach Group plc, for a discussion on endgame planning, how DB schemes can invest in productive finance and DB scheme investment.

During the podcast, our experts discuss: 

• What we mean by 'productive finance'
• Productive investment
• What does it mean in practice

If you have any questions, or would like to discuss anything further, please get in touch.

Additional resources

• What is productive finance and why should you care about it? - Hymans Robertson
• Excellence in Endgames - Hymans Robertson
• The Biggest Avoidable Policy Disaster in British Politics - John Kay
• Foundations - Why has Britain stagnated?

• Reckless prudence: financialization in UK pension scheme governance after the crisis by Deborah Mabbett (2020)

• Hymans Robertson - DB asset evolution

Hymans Robertson disclaimer

This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.

The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. 

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