Planning your route: Strategy and efficient governance

In the first podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Michael Walker at Aon and Hugh Creasy at BESTrustees about the end game targets available to schemes, and the steps trustees and companies should take to ensure they start their journey to settlement heading in the right direction. The discussion includes interesting examples and some top tips at the end.

 

The results of our recent survey are now available here -  https://www.aon.com/unitedkingdom/retirement-investment/risk-settlement/journey-to-settlement.jsp

If you would like to receive a personalised report and benchmarking report we would be happy to talk to you about the findings, to put them into context for your own scheme: please contact your Aon consultant or email us at talktous@aon.com.

Journey to Settlement survey 2021 - Planning your route: Strategy and efficient governance

In Episode 5 of the Aon Hewitt Pensions Podcast Lynda Whitney and Sophia Singleton share the key points from the DC survey, will technology help deliver better outcomes for both members and pension funds? Finally, Sophia and Linda share with us some of the surprises they have found within the report. 


Trustees and Defined Contribution pensions scheme managers have a duty to help deliver the best outcomes for members. So this year we focused our Defined Contribution survey on their concerns, their obstacles, and how they can best approach the future.

This DC pensions research has explored the roles and responsibilities of trustees and scheme managers, their relationships with members and how future developments will influence their planning. The main challenges they face relate to dealing with increasing regulation, designing appropriate defaults, engaging members and empowering them to stay the course and maximise their contributions. By identifying areas for improvement, upcoming changes and opportunities, we can help trustees and scheme managers navigate the best way forward.

Visit: aon.io/2goW1vN for more information.

Episode 5 - DC Scheme Survey (2017)-  Summarys and how technology can help in the future

Aon Pensions Podcast Series: Long-term strategy
Aon Risk Settlement Annual Market Review

In this episode... we look at the long-term strategy with John Baines and Dominic Grimley. 

What typically is a long-term strategy? 

·        Buyout,

·        Reaching a point of “self-sufficiency”,

Do schemes view on this long-term outcome change over time?

Episode 3 - Risk Settlement - Long-term strategy

Aon Pension Podcast Series: Longevity Swaps
Aon Risk Settlement Annual Market Review

In this episode... We look at the Longevity swap market with Hannah Cook and Tom Scott.

What is a longevity swap? 
How does the market work? 
What are the different structural options?
Are longevity swaps accessible to all of pension schemes?
Is pricing attractive? 
How compatible are longevity swaps with later conversion to annuity purchase?

Episode 4 - Risk Settlement - Longevity Swaps

In this episode, we talk to Matt Fletcher and Tim Gordon about the blips and trends happening with Longevity Risk.

Episode 5 - Risk Settlement -  risk settlement

Insurance of pension scheme liabilities is now a common strategy amongst UK pension schemes. What about overseas? How big are the overseas pensions insurance markets and what appetite is there from overseas sponsors to insure pension risk? In the UK we often see the successful integration of member options and insurance strategies. Is this a global theme? What about trends in other countries? What does the future hold for insurance of pension liabilities globally? What are global companies doing to prioritise the territories in which they first de-risk their pension liabilities? What should sponsors and trustees be doing to gain the best risk settlement opportunities?

Episode 6 - Risk Settlement -  Overseas

In this episode Victoria Panormo and Steven Leigh outline some of the key takeaways from the Aon DC and Financial Wellbeing Member Survey 2018.

You can download your copy of the summary here http://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/2018-dc-and-financial-wellbeing-member-survey.jsp and also sign up for your copy of the full report. 

Sign up for your copy of the full report here: http://go.aon.com/UK_2018_DCFinancialWellbeingMemberSurvey?_ga=2.259696969.298336091.1539159593-607868925.1496825623

Episode 1: Aon DC & Financial Wellbeing Member Survey 2018

In this episode we discuss the Aon DC and Financial Wellbeing Member Survey 2018 with Karina Klimaszewski and Alex Skinner as we look in depth at the Wellbeing section of the report.

You can download your copy of the summary here https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/2018-dc-and-financial-wellbeing-member-survey.jsp and also sign up for your copy of the full report.

Sign up for your copy of the full report here: go.aon.com/UK_2018_DCFinancial…07868925.1496825623

Episode 2: Aon DC & Financial Wellbeing Member Survey 2018 – Wellbeing

In our inaugural monthly update, Aon’s Victoria Panormo summarises the key news from the last month. Victoria is also joined by Thomas Yorath and Jason Eshelby who review the developments on GMP Equalisation and the implications that this could have on your pension scheme

If you would like further information on GMP Equalisation you can listen to our recent webinar here

If you have any questions on any of the topics covered, please contact your usual Aon representative or Victoria

Episode 1 - Aon Retirement update - December 2018

In this episode we discuss the survey with Sophia Singleton and James Collier, looking at members aims and ambitions and what this means will retirement look like in the future.

You can download your copy of the summary and also sign up for your copy of the full report here https://aon.io/2RY8WWm

Episode 3: Aon DC & Financial Wellbeing Member Survey 2018 – Aims and Ambitions

Trustees and Defined Contribution pensions scheme managers have a duty to help deliver the best outcomes for members. So this year we focused our Defined Contribution survey on their concerns, their obstacles, and how they can best approach the future.

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Journey to Settlement survey 2021 - Planning your route: Strategy and efficient governance

Pensions Podcast Series

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