Case StudiesRSS

Environment Agency fund in surplus with ESG

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Strong investment returns have lifted the Environment Agency Active Pension Fund into surplus, as it challenged the industry to collaborate to improve uptake of environmental, social and governance-related strategies.

Leics sees opportunity in bank loans investment

Leicestershire tops up opportunity pool

Leicestershire County Council Pension Fund has committed to a new capital release fund investment as part of its growing opportunity pool allocation, as banks look to free up capital.

Strathclyde hails transfer warning effort

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A communications exercise warning members of the Strathclyde Pension Fund about the risks of cashing in their benefits has seen the scheme’s membership continue to grow despite declining payroll numbers.

Mums know best: Hogg Robinson mortality study slashes liabilities

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B2B services provider Hogg Robinson Group has undertaken a medically underwritten mortality study of its UK pension scheme members, shaving £68.4m off its liabilities.

Manchester University upgrades investment strategy

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Trustees of the Manchester University Superannuation Scheme have adopted a new liability-driven investment strategy, while dropping a UK equity mandate in favour of global equities.

John Lewis Partnership protects future with LDI

John Lewis shops for matching assets

The John Lewis Partnership Trust has introduced a liability hedging programme increasing its hedge ratio to 60 per cent, in a move experts said would protect significant recent contributions.

Suffolk scheme fills gaps with greenfield infra

Suffolk goes green

The Suffolk Pension Fund has added to its alternatives allocation, including a commitment to illiquid credit and an investment in a greenfield infrastructure fund, as experts have highlighted the importance of good governance when investing in illiquids.

Dyfed 97% funded but private schemes lag behind

The Dyfed Pension Fund is nearing solvency as an investment review is set to largely stick with the scheme’s equity-heavy asset allocation, making for a sharp contrast to the situation at many private sector schemes.

JLT scheme deficit shows rate pain persists

The UK pension scheme of consultancy and insurance business JLT Group saw its IAS 19 deficit jump during 2016, as bond yields proved a leveller for schemes of all sponsor types.

Post Office surplus raises union affordability complaints


The Post Office section of the Royal Mail Pension Plan remains in surplus, its latest funding update shows, just weeks after it was closed to future accrual amid union consternation.

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