Recorded for the PLSA investment conference 2025. Today we cover day 2 of the conference, with interviews from: 

Shalin Bhagwan - Chief Actuary at the Pension Protection Fund - Could DB Schemes Invest More in Productive Assets? 

James Coke - Head of Institutional UK Real Estate at Columbia Threadneedle - Unloved, Undervalued and Misunderstood: The Productive Finance Asset No-one is Talking About 

Paul Morton – CEO at G2M Group - Why the UK's Existing Housing Infrastructure is a Trillion-pound Opportunity 

Gregg McClymont – Executive Director at IFM Investors - Open For Business: Private Markets and UK Growth 

S6 Ep.14: PLSA Investment Conference Day 2 part I

For this week’s conversation, Stuart McDonald is joined by Dr Jonathan Pearson-Stuttard, Head of Health Analytics at LCP, to explore growing economic case for better health. 
 
From the rise of multimorbidity to the promise of anti-obesity medications, they unpack the complex relationship between health, inequality, and national prosperity. 

S4 Ep.2 Why public health is an economic issue

This week, Stuart McDonald is joined by Dr Ben Bray, Partner in LCP’s Health Analytics team and a medical doctor. Together, they discuss where AI is making a real impact today, and what’s coming next. They also examine how AI could help tackle rising demand from an ageing population and growing multimorbidity.

S4 Ep.3 AI and healthcare: Can innovation tackle NHS pressures?

This week we talk to Karl Murphy, non-executive director at Beazley and previously a partner at actuarial consultancy EMB. We discuss: 

•	The evolution of technology in the insurance market and where it might go next. 
•	Key issues currently facing general insurance markets in 2025
•	What makes a great consulting actuary?

S6 Ep.2 - What makes a great consulting actuary?

This week, Stuart McDonald is joined by Dr Amlan Roy, Partner at LCP and global macro-finance researcher, to discuss how demographics shape economies, markets, and policy — and why age alone doesn’t tell the full story.

S4 Ep.4 Demographics, markets and the economy

This week, host Stuart McDonald sits down with Heidi Allan, Head of Financial Wellbeing at LCP, to talk about ageing workforces, financial stress and what employers need to do to today to support employees at every stage of life.

S4 Ep.5 Supporting a multigenerational workforce

This week we talk to Wendy Kriz Evans, a principal at LCP, about the key findings from LCP’s annual Solvency II report. We discuss: 

•	Changes in the UK and Irish market solvency coverage ratio.
•	The changes in geo-political risks firms are facing.
•	How firms are starting to take action on cyber and climate change risks.

S6 Ep. 3 - What can we learn from firms SFCRs?

This week, we talk to Steve Webb, former UK Pensions Minister and Partner at LCP, about how demographic change is reshaping pensions and retirement. From the sustainability of the state pension to the challenges of auto-enrolment, Steve shares his insights on what today’s workers and future generations can expect from their retirement years.

S4 Ep.6 Retirement in an ageing society

This week, Stuart McDonald is joined by LCP longevity experts Ben Rees and Chris Tavener to unpack one of humanity’s biggest success stories – rising life expectancy and the real challenges we now face. 



S4 Ep.7 The future of life expectancy

S6 Ep. 4 - The insurance M&A market

This week, This week, Stuart McDonald is joined by Alexandra Miles from Legal & General to talk about pension inequality, retirement behaviours, and the need to think holistically to ensure better retirement outcomes for today's workers. 

S4 Ep.8 Closing the Pension Gap

Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laetitia Anstee-Parry and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. 

Look out for new episodes every other Wednesday.

S6 Ep.14: PLSA Investment Conference Day 2 part I

Investment Uncut

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