How to help your employees form a feel-good pension fitness plan
This Pension Engagement Season, help your employees feel financially fit for the future. Here are three easy steps they can take today.
September 2025
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Managing illiquid assets during a BPA transaction: sponsor loans and secondary market sales the most favoured options
DB schemes unlock value with sponsor loans, secondary sales and deferred premiums to smooth BPA transitions.
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Preparedness for buy-in or buy-out remains key barrier to endgame for DB scheme trustees
Larger schemes more concerned about preparedness than a year ago.
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Market volatility remains the biggest barrier to endgame for DB pension scheme trustees
The New DB Funding Code, trapped surplus, and attracting insurer interest are also growing concerns.
Kunal SoodMarch 25, 2025
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Flexibility vs. security: how do we help employees balance their retirement income needs?
How do we best support employees in balancing their retirement income needs? Read our Corporate Adviser round table roundup to discover more.
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Highlights from our latest Discoveries Series event
In May, we hosted our fourth event in our Discoveries Series focusing on ‘Meeting rising demand: spotlight on assets’. We welcomed guests from across the de-risking industry
Charlotte FletcherJuly 26, 2024
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Key takeaways from our latest Discoveries Series event
BPA challenges; past, present and future. Key takeaways from our latest Discoveries Series event. Find out more.
Charlotte FletcherDecember 11, 2023
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What does the future hold for bulk purchase annuities
Bulk purchase annuities – what does the future hold?
Kunal SoodDecember 11, 2023
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Your master trust – time to twist?
Planning a master trust move? This practical guide identifies five critical steps before switching provider and achieving a successful master trust transition.
Donna WalshJanuary 09, 2023
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What the UK pensions industry can learn from Australia
Australia's superannuation sector is the fifth-largest pension system in the world, and can provide valuable lessons to the UK.
Workplace Thought Leadership TeamJuly 21, 2022
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Pensions dashboards – your questions answered
By providing people with a consolidated view of all their pensions, the government dashboard could improve people’s engagement with their pensions.
Workplace Thought Leadership TeamJuly 19, 2022
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Why 2-in-5 people are not confident they’re saving enough for retirement: research findings
Research by Phoenix Group Insights finds more than two-in-five people in the UK are not confident they will have enough savings to support themselves in later life
Workplace Thought Leadership TeamMay 12, 2022
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Pension dashboards – will they boost user engagement?
To understand more about the challenges that may lie ahead for dashboards in the UK – but also the opportunities to boost user engagement and retirement planning – read about the lessons learnt from the Swedish pension dashboard.
Workplace Thought Leadership TeamMay 09, 2022
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How the PLSA's retirement living standards can help retirement planning
Many of us are still not sure how much money we need to save, in order to have the lifestyle in retirement that we desire.
Donna WalshFebruary 01, 2022
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