Overview

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 work in practice. 

If you have any questions on anything discussed  during this podcast, please get in touch.

Resources

The coming of age of sole trusteeship - Hymans Robertson

How have fiduciary managers coped in the aftermath of the mini-budget? - Hymans Robertson

Get in touch with Sarah Leslie from ndapt here. 

Hymans Robertson disclaimer

^{This podcast has been prepared by Hymans Robertson LLP, and is based upon our  understanding of events as at 15 March 2023. 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.} 

^{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.} 

^{Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.}