With a new funding code imminent and many asset classes disrupted by the effects of the pandemic, the landscape of the defined benefit pensions market is changing. In this report, Pensions Expert explores the results in more depth, detailing how trustees are thinking about their endgame planning and their attitudes towards achieving self-sufficiency or an insurance buyout.

The pressure is growing on pension scheme trustees to understand and act upon the impacts of climate change on their investment portfolios. In this report, Pensions Expert explores what it means to embrace ‘net-zero’ carbon emissions, how real assets such as infrastructure and property can help schemes meet their climate goals, and how trustees can assess the varying standards of ESG data.

With environmental, social and governance investment risks being the top subject in the mind of trustees and pension professionals alike, sustainable indexing is coming to the fore as one of the main tools to tackle climate change.

As ESG considerations become an essential part of pension fund investment strategies, providers must consider how to interpret this broad theme. In this report, Pensions Expert explores how trustees can best engage with members to understand and act upon their sustainability concerns — and how to act when they do not engage.