Latest articles from Maria Espadinha

TPR’s web-based scheme return questions cause industry mayhem

Dreamstime

Actuaries, trustees and consultants are disappointed with a new method introduced by the Pensions Regulator for scheme returns, pointing out that a web-based form with additional questions implemented this year has increased the risk of providing wrong information.

UCU to ballot members on new strikes over employers’ USS deal

News on the go

On the go: The University and College Union has announced new industrial action ballots at 149 universities, which will open on March 16 and run until April 8, as the row over the resolution of the Universities Superannuation Scheme’s 2020 valuation escalates.

DB schemes’ surplus drops £12.8bn in February

News on the go

On the go: The aggregate surplus of the 5,215 defined benefit schemes in the Pension Protection Fund 7800 Index decreased by £12.8bn in February.

TPR publishes guidance for trustees on Pension Wise appointments

News on the go

On the go: The Pensions Regulator has published new guidance for trustees who will be required to offer Pension Wise appointments for savers who want to access their defined contribution pensions.

TPR publishes example to help trustees with new ESG duties

News on the go

On the go: The Pensions Regulator has published an illustrative example to help trustees and advisers comply with their environmental, social and governance duties, as it revealed it will start contacting schemes that are now in the scope of the new regulations.

Pension transfer ‘red flags’ rise to 50% in January

News on the go

On the go: Pension transfer ‘red flags’ increased to 50 per cent in January despite a dip in transfer activity, according to data from XPS Pensions Group.

DB schemes’ surplus rises by £17bn in January

News on the go

On the go: The aggregate surplus of the 5,215 defined benefit schemes in the Pension Protection Fund 7800 Index increased by £17.1bn in January.

Schemes don’t need all the answers to start their net zero journey

Thomas Höhne-Sparborth

Video: Pension schemes can embark on a net zero journey without having solutions to realign the entirety of their portfolio as of today, argues Thomas Höhne-Sparborth, head of sustainability research at Lombard Odier Investment Managers.

Schemes need to constantly engage with managers to achieve net zero

Podcasts

Podcast: Lombard Odier Investment Managers’ Thomas Höhne-Sparborth and the Environment Agency Pension Fund’s Marion Maloney discuss how schemes can put in place and achieve net zero targets.

TPR urges schemes to report suspected scams

News on the go

On the go: The Pensions Regulator is urging more schemes to share data on suspected scams, after almost 400 schemes have joined its campaign to protect savers.