Aon Pensions Podcast: Recent Episodes
Aon
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.
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August 2026: Stepping up to meet member expectations in 2026Louise Dale and John Harney are joined by Emma Moore and Louis Vickery to explore evolving member expectations, leveraging technology and why the human touch remains important. You will also hear the key pension news from the last month.Watch the recording of our recent AI pensions governance webinar: https://www.aon.com/unitedkingdom/aigovernance/webinarView the recently-published roadmaps from DWP and TPR: https://www.gov.uk/government/publications/workplace-pensions-an-updated-roadmap and https://www.thepensionsregulator.gov.uk/pension-schemes-act-2026/pensions-reform-roadmapRead the DWP consultation on regulations to enable flexibility for ongoing schemes to distribute surplus to sponsors: https://www.gov.uk/government/consultations/surplus-flexibilities-for-defined-benefit-pension-schemes-unlocking-value-for-employers-and-scheme-membersExplore the UK Results of Aon’s Global Pension Risk Survey 2025/26: https://www.aon.com/uk-global-pension-risk-survey-2025-26-v2To request a copy of our Endgames survey or for topic suggestions, comments and questions, email TalkToUs@aon.com
In this podcast, Aon’s Louise Dale is joined by Aon partner John Harvey and Abid Hussain, Managing Director of Panmure Liberum. The conversation focuses on the issues of pension scheme surplus in the UK and active pension scheme run-on, specifically focusing on the influences that these might have on the share prices of listed companies who sponsor pension funds. Further information on Aon’s Active Solution to Run-on: www.aon.com/unitedkingdom/retirement-investment/astro...
July 2026 – Improving member outcomes: A partnership with your providerIn this podcast, Aon’s Louise Dale and Tim Lancaster are joined by colleague Louise Wheeler (Head of UK DC Solutions) and Rebecca Mockridge (Pensions Partner at LV) to discuss the importance of collaboration between provider and business to improve member outcomes.You will also hear the key pension news from the last month.For more information on investment and market outlooks visit https://www.aon.com/investment/insightsEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
Podcast Special: Pension Schemes Act 2026John Harney is joined by Jo Sharples, UK Chief Investment Officer for DC Solutions and Matthew Arends, Head of UK Retirement Policy, for this special podcast episode exploring the key provisions of the Pension Schemes Act for pension arrangements.Email us your topic suggestions, comments and questions to TalkToUs@aon.com
April 2026 – Planning and delivering change in pensionsIn this podcast, Aon’s Louise Dale and Tim Lancaster are joined by colleagues Fatema Dewji and Dana Weisner to discuss delivering pensions projects, with appropriate oversight, in an ever-changing landscape.You will also hear the key pension news from the last month summarised by Louise Dale and Tim Lancaster.Read our recent article exploring strategic programme consulting in pensions: https://www.aon.com/getmedia/06eab0be-7eb2-4551-aace-fe27e3e0cf70/PA_Nov_25_AonGov2.pdfDiscover how Aon’s programme management can work: https://www.aon.com/getmedia/944e38b2-a7bb-4b4a-af51-6a0ec96b76b7/Programme-Management-2025-Brochure.pdfJoin our upcoming webinar - Protecting the member Experience in a Changing World: https://www.aon.com/unitedkingdom/most/webinarAccess the UK Results of Aon’s latest Global Pension Risk Survey: https://www.aon.com/uk-global-pension-risk-survey-2025-26-v2Email us your topic suggestions, comments and questions to TalkToUs@aon.com
Desert Island Risks: Endgame strategies through the lens of the UK results of Aon’s Global Pension Risk Survey 2025/26John Harney is joined by Lucy Barron and James Patten to discuss endgame strategies in the context of respondents’ attitudes towards legislative and investment risk, as well as the wider smorgasbord of endgame options for DB schemes.Explore the UK Results of Aon’s Global Pension Risk Survey 2025/26Email us your topic suggestions, comments and questions to TalkToUs@aon.com
March 2026: Spring Forward into Financial Wellbeing and Financial CoachingAon Financial Wellbeing and Financial Coaching specialist colleagues Fleur Iannazzo and Zoe Boothroyd explore the difference between financial wellbeing and financial coaches, as well as some of the new ways we are helping our clients’ team members.You will also hear the key pension news from the last month summarised by Louise Dale and Tim Lancaster.[Add in any links we have to financial wellbeing collateral on the website]Explore the UK Results of Aon’s Global Pension Risk Survey 2025/26Email us your topic suggestions, comments and questions to TalkToUs@aon.com
February 2026: Recent developments in Local Government Pension Scheme GovernanceLouise Dale and Tim Lancaster are joined by Aon LGPS specialist colleagues Daniel Kanaris and Laura Caudwell to explore the significant changes to Local Government Pension Scheme Governance recently announced and how administering authorities can best respond.You will also hear the key pension news from the last month summarised by Louise and Tim.You can find more information around the proposed changes on the government’s consultation sites – https://www.gov.uk/government/consultations/local-government-pension-scheme-in-england-and-wales-fit-for-the-future-technical-consultation on draft regulations and https://www.gov.uk/government/consultations/local-government-pension-scheme-england-and-wales-fit-for-the-future/outcome/local-government-pension-scheme-england-and-wales-fit-for-the-future-government-response. You can also read the LGPS Scheme Advisory Board’s response to the draft Regulations and guidance. https://lgpsboard.org/wp-content/uploads/2026/01/SAB-response-to-MHCLG-FFF-guidance-closed-consultation-FINAL-1-1.pdf Read Aon’s public sector team’s response https://img.response.aonunited.com/Web/AonUnited/%7Bf7d32559-d42d-4fae-9657-c3310b745c14%7D_Good_Governance_Spotlight_December_2025.pdf on the key proposals, and Aon’s guide to Good Governance https://www.aon.com/getmedia/b309980f-dce5-4e3e-86bd-dd4e59b93789/Aon_Good-Governance-Brochure_2025.pdf.Aon’s LGPS Good Governance team are also ready to support with any questions and are offering a free meeting to any LGPS administering authority to discuss the potential impact of the proposals and a potential action plan – email LGPS.Good.Governance@aon.com Register to join our upcoming taking place across the UK: https://www.aon.com/pension-conferenceExplore the UK Results of Aon’s Global Pension Risk Survey 2025/26: https://www.aon.com/uk-global-pension-risk-survey-2025-26-v2Email us your topic suggestions, comments and questions to TalkToUs@aon.com
Desert Island Risks: Defined Contribution aspects of the UK results of Aon’s Global Pension Risk Survey 2025/26John Harney is joined by Clare Freeman and Jenny Swift to discuss DC scheme risks, the member perspective and top tips for developing your DC strategy.Read our latest article: DC structures under the spotlightExplore the UK Results of Aon’s Global Pension Risk Survey 2025/26Email us your topic suggestions, comments and questions to TalkToUs@aon.com
n the first of this year’s podcasts exploring our survey findings, John Harney is joined by Alastair McIntosh and Matthew Arends to discuss the key takeaways for both defined benefit and defined contribution schemes.Explore the UK Results of Aon’s Global Pension Risk Survey 2025/26Email us your topic suggestions, comments and questions to TalkToUs@aon.com
Outlook report for 2026: https://www.aon.com/getmedia/87a9ea2d-d234-4e51-a145-034a7ff1b152/Investment-Insights-and-Outlook-for-2026.pdfExpressions of interest are open for Aon’s global Investment Insights Series, in London on 4-5 November: https://sg.aon.nl/s3/Aon-s-Investment-Events-2026Email us your topic suggestions, comments and questions to TalkToUs@aon.com
In this Budget Special Podcast, Aon Wealth Solutions’ John Harney explores important takeaways from the Budget, with input from Aon experts on the implications for pensions and investment.
November 2025 – Investing in creditIn this podcast, Aon’s John Harney and Jennifer Michele are joined by colleagues Philippa Allen and Simon Rhodes to discuss investing in an asset class garnering more interest with pension schemes - credit.You will also hear the key pension news from the last month summarised by Jennifer Michele and John Harney.Explore the UK Results of Aon’s latest Global Pension Risk Survey: https://www.aon.com/uk-global-pension-risk-survey-2025-26-v2Read Aon’s response to this October’s UK CDC developments: https://www.aon.com/unitedkingdom/media-room/articles/whole-life-multi-employer-cdc-regulationsEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
October 2025 – Effectively managing your pension scheme risksIn this podcast, Aon’s John Harney and Jennifer Michel are joined by colleagues Vanessa Jaeger and Michelle Burgess to explore what effective risk management for pension schemes looks like under the General Code, including operational risks, such as cyber.You will also hear the key pension news from the last month summarised by John Harney and Jennifer Michel.Check out Aon’s Pensions Governance Support homepage: Pensions Governance Support | AonRead our In-Depth article about the General Code of Practice – Own Risk Assessment: Aon-InDepth-ORA-version-Feb-2024.pdfRead our article to identify how cyber resilient your pension scheme is: https://www.aon.com/getmedia/f33b7eef-755f-4bf7-b952-1e03a1da97a6/Cyber-focus-with-Pensions-Age-June-2025.pdf?utm_source=linkedin&utm_medium=org-post&utm_campaign=b_0_we__all_wlt_zz_uk_gb&utm_content=r__re&utm_term=pa-cyber-article Check out Aon’s Pensions Governance Support homepage: https://www.aon.com/unitedkingdom/retirement-investment/pension-scheme-governance/indexRead our In-Depth article about the General Code of Practice – Own Risk Assessment: https://www.aon.com/getmedia/c9f70d6f-1b3b-4589-93e7-2708206840be/Aon-InDepth-ORA-version-Feb-2024.pdfEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
September 2025 – The evolving landscape of the risk settlement market in 2025In this podcast, Aon’s John Harney is joined by colleagues Lisa Varley and Sam Matto-Willey to discuss recent developments in the DB risk settlement provider market, as well as recent transaction trends.You will also hear the key pension news from the last month summarised by John Harney.Read Aon’s Q3 2025 UK Risk Settlement Bulletin: https://www.aon.com/getmedia/c2f045ba-880f-4c61-8754-b7c3dc944822/Aon-Risk-Settlement-Bulletin-Q3-2025.pdfLearn more about Aon’s DB endgame services: https://www.aon.com/unitedkingdom/db-endgame/defaultEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
August 2025 – Discover, develop and deliver your endgame strategyIn this podcast, Aon’s Jennifer Michel and John Harney are joined by colleagues James Patten and Josh Tipper to discuss how DB pension schemes can develop their endgame strategies .You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Read Aon’s Member Options and Support Survey Report: https://www.aon.com/getmedia/f3bb9ea4-1fc8-4952-9c1a-bebe93b76f42/Aon-Member-Options-and-Support-2025-Market-Insights.pdfRead about the Aon’s Endgame Survey Results: https://www.aon.com/getmedia/c093bbd8-f2ce-44c1-924a-00a3398f7d90/Aon-2025-DB-Endgames-Survey.pdfEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
July 2025 – Life at AonIn this podcast, Aon’s Jennifer Michel and John Harney are joined by colleagues Janet Pheasant, Luke Hammond and Naomi Wilson to discuss their careers, experiences and what life at Aon means to them.You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Read about the Aon UK DC Pension Tracker: https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/aon-uk-dc-pension-trackerListen to the latest Aon Investment Podcast: https://soundcloud.com/user-508804918/investing-in-the-zoneEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
Special episode – June 2025 – the UK Government’s response to the consultation on Options for DB SchemesIn this podcast, Aon’s Abbas Nazerali is joined by colleagues John Harvey and Alice Wilmot to discuss their initial reactions to the government’s response regarding DB surplus release flexibilities.Listen to the Aon Investment PodcastIf you'd like to learn more about these flexibilities for your scheme or have an questions, email us to TalkToUs@aon.com
JIn this podcast, Aon’s Jennifer Michel and John Harney are joined by colleagues Jo Sharples and Louise Wheeler to discuss and celebrate ten years of DC investment innovation and success.You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Read a profile on Jo Sharples, Chief Investment Officer for Aon’s DC Solutions: https://corporate-adviser.com/jo-sharples-profile-happy-returns-for-aon/Learn more about Aon’s DC Solutions default investment strategy: https://www.aon.com/betterbydefaultListen to our podcast special on the Government’s response to the DB Options consultation: https://soundcloud.com/user-508804918/special-episode-june-2025-the-uk-governments-response-to-the-consultation-on-options-for-db-schemesRegister for our upcoming webinar on 19 June: https://contact.aon.com/Pension_Scheme_Bill_2025_EmailListen to the Aon Investment Podcast: https://soundcloud.com/user-508804918/investing-in-the-zoneEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
May 2025 – Responsible Investment in 2025 & beyondIn this podcast Aon’s Jennifer Michel and John Harney are joined by Laasya Shekaran from Pensions for Purpose to discuss Responsible Investment in 2025 and beyond.You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Further information:Read the IFOA pensions freedoms survey: https://actuaries.org.uk/media-release/ten-years-on-from-pensions-freedoms-many-savers-still-not-accessing-advice/Register for our upcoming Member Options and Support Webinar: https://contact.aon.com/OutlookforMemberOptions_InviteWatch our bitesize video on what the latest tariffs could mean for markets and investors: https://players.brightcove.net/1509269527/default_default/index.html?videoId=6371785968112Find out more about Pensions for Purpose here: https://www.pensionsforpurpose.com/Take part in Aon’s 2025 UK Global Pension Risk Survey: https://sg.aon.nl/s3/2025-Aon-Global-Pension-Risk-Survey-UK?utm_campaign=EM_UK_WEA_SE_25O4_8711745975_UK_GLOBAL_PENSION_RISK_SURVEY_2025_invite_INTERNAL&utm_medium=email&utm_source=EloquaEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
April 2025 – Demographic trends 5 years after the first COVID lockdownIn this podcast, Aon’s Jennifer Michel and John Harney are joined by Matthew Fletcher from Aon’s Demographic Horizon’s team to discuss demographic trends 5 years on from the first COVID lockdown.You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Listen to the Aon Investment Podcast: Stream Investing in the Zone by Pensions Podcast Series | Listen online for free on SoundCloudEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
March 2025 – OCIO, what is it?In this podcast, Aon’s Jennifer Michel is joined by colleague and Jennifer O’Neill to discuss OCIO and explain what exactly it is.You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Register to attend our Pensions Conference Series: https://www.aon.com/pension-conference?utm_source=linkedin&utm_medium=org-post&utm_campaign=b_0_we__all_wlt_uk-dppr_uk_gb&utm_content=d__be&utm_term=pensions-conference-2025_org-171224Listen to the Aon Investment Podcast: https://soundcloud.com/user-508804918/investing-in-the-zoneEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
Gareth Jones is joined by Daniel Peters, Head of Investment Policy and Strategy, and Shelley Fryer, Associate Partner, to discuss Aon’s Zone Framework - a new approach for setting investment strategies. This episode begins with a short quiz! For more information, contact:Daniel PetersHead of Investment Policy & Strategydaniel.peters@aon.com Shelley FryerAssociate Partnershelley.fryer@aon.com
February 2025 – AI & PensionsIn this podcast, Aon’s Jennifer Michel and John Harney are joined by colleagues Dominic Makemson and Rebecca Peake to discuss AI and pensions.You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Register to attend our Pensions Conference Series: https://www.aon.com/pension-conference?utm_source=linkedin&utm_medium=org-post&utm_campaign=b_0_we__all_wlt_uk-dppr_uk_gb&utm_content=d__be&utm_term=pensions-conference-2025_org-171224Read our Human Capital Employee Sentiment study: https://www.aon.com/en/insights/reports/employee-sentiment-studyEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
December 2024 – Pensions: Present and FutureIn this podcast Aon’s John Harney and Jennifer Michel are joined by journalist Charlotte Moore (who chaired of a recent Aon-hosted discussion) to reflect on the present and future of pensions.You will also hear the key pension news from the last month summarised by John Harney and Jennifer Michel.Watch our recent budget webinar on demand: https://aonevents5.webex.com/recordingservice/sites/aonevents5/recording/a413f248832c103d9e6b521448572ceb/playbackLearn more about Charlotte Moore: https://lotsmoore.co.ukEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
2024 Autumn BudgetIn their Fiscal Risks and Sustainability Report the Office of Budget Responsibility (OBR) baseline projection had debt to GDP rising to over 270% of GDP within the next 50 years: a level higher than the World War II peak and Japan’s elevated levels. Has Rachel Reeves done enough in the budget to address this? Are there unintended consequences of the announcements including changes to employer national insurance contributions and the proposed changes to bring unspent pensions into the inheritance tax regime? In this Budget Special Podcast: Aon Wealth’s Jennifer Michel uncovers the most important takeaways from the budget and will be asking Aon’s Head of UK Retirement Policy, Matthew Arends, Defined Contribution expert, Steven Leigh, and Head of Asset Allocation, Derry Pickford, what the implications are for pensions, financial markets, and the UK economy.
November 2024 – Pensions Dashboards: The Member PerspectiveIn this podcast Aon’s John Harney and Jennifer Michel are joined by colleague Paul McGlone a Partner within our retirement practice to discuss pensions dashboards and their impact on members.You will also hear the key pension news from the last month summarised by John Harney and Jennifer Michel.Email us your topic suggestions, comments and questions to TalkToUs@aon.com
October 2024 – Learnings from our 2024 DC SurveyIn this podcast Aon’s John Harney and Jennifer Michele are joined by colleagues Clare Freeman and Joe Betts from Aon’s DC Pensions Team to discuss insights from our 2024 DC survey.You will also hear the key pension news from the last month summarised by Jennifer Michele and John Harney.Further information:Read our 2024 DC Pension Scheme Survey Results: aon.com/dcsurvey24The FCA Consultation of the Value for Money Framework: https://www.fca.org.uk/publications/consultation-papers/cp24-16-value-for-money-frameworkListen to Aon’s Investment Insights podcast: https://soundcloud.com/investment-insights-podcast/investment-pod-july/s-hdNmUkLHzx4Email us your topic suggestions, comments and questions to TalkToUs@aon.com
Insurers and non-profits, such as charities and endowments, are navigating a very different and uncertain economic and market environment than in previous years – and, a more active, diversified approach to managing portfolios is needed to generate growth.Here, Gareth Jones talks to Geoff Bauer and Jennifer O’Neill about the current investment themes impacting insurers, charities, endowments and foundations – and, the strategies they should be considering at this time.For UK Professional Clients OnlyNothing in this podcast should be treated as an authoritative statement of the law on any particular aspect or in any specific case. It should not be taken as financial advice and action should not be taken as a result of this podcast alone. Aon Investments Limited is authorized and regulated by the Financial Conduct Authority. Registered in England & Wales No. 4396810.
Institutional investors are working hard to navigate uncertainty in the economy, investment markets and, of course, government policy. In times like this, more sophisticated and confident approaches to risk management and embracing innovation are needed.In the first of Aon’s Investment Insights Podcast, and direct from the annual PLSA Investment Conference in Edinburgh, Gareth Jones talks to Maria Johannessen, Head of UK Investment, and Paul Whelan, Co-Head of Fixed Income, about opportunities for portfolio growth.For UK Professional Clients OnlyNothing in this podcast should be treated as an authoritative statement of the law on any particular aspect or in any specific case. It should not be taken as financial advice and action should not be taken as a result of this podcast alone. Aon Investments Limited is authorized and regulated by the Financial Conduct Authority.Registered in England & Wales No. 4396810.aon.com/investment
DC Investment with Joanna SharplesGareth Jones is joined by Joanna Sharples, Chief Investment Officer for DC Solutions, to discuss recent and expected developments in DC investment, following the King’s Speech. Joanna also reflects on her role as Chief Investment Officer, the role for responsible investments in DC portfolios and supporting members after retirement.For UK Professional Clients OnlyNothing in this podcast should be treated as an authoritative statement of the law on any particular aspect or in any specific case. It should not be taken as financial advice and action should not be taken as a result of this podcast alone. Aon Investments Limited is authorized and regulated by the Financial Conduct Authority. Registered in England & Wales No. 4396810.
September 2024 – Making better decisionsIn this podcast Aon’s John Harney is joined by colleagues Angela Maxwell and Hatty Goodwin from Aon’s Investment Team to discuss how pensions professionals can work together to make better decisions.You will also hear the key pension news from the last month summarised by John Harney.Further information:Watch our webinar exploring the new DB Funding CodeRead our 2024 DC Pension Scheme Survey ResultsListen to Aon’s Investment Insights podcastEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
The turbulence over the weekend is a reminder of how difficult it is to call the market and the importance of having portfolios which are resilient to shocks…themes which were explored when Gareth Jones interviewed former Chief Economist Tapan Datta a few weeks ago. On episode 3 of the Investment Insights podcast, Gareth explored Tapan’s career, including the market crises he navigated, to gain insights into how to manage portfolios today.
August 2024 – Buy-ins for smaller schemesIn this podcast Aon’s John Harney is joined by colleagues Dyfan Jones, Joe Hathaway, (both Associate Partners), and Naureen Pasha, a Consultant, all members of Aon’s Risk-Settlement Team to discuss which end-game options are available for smaller schemes.You will also hear the key pension news from the last month summarised by John Harney.Further information:Read our 2024 DC Pension Scheme Survey Results: aon.com/dcsurvey24Find out more about our risk settlement team: Risk Settlement | Pensions Scheme Derisking | Aon UKEmail us your topic suggestions, comments and questions to TalkToUs@aon.com
June 2024 – An International Pensions PerspectiveIn this podcast Aon’s Jennifer Michel and John Harney are joined by colleagues Saffron Sweeney, Head of Aon’s Wealth Solutions for the Pacific Region and Colin Haines, Aon’s Chief Commercial Officer for EMEA Wealth Solutions to discuss what we can learn from the pensions systems outside the UK.You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.Further information:Read TPR’s Annual Funding Statement: https://www.thepensionsregulator.gov.uk/en/document-library/statements/annual-funding-statement-2024Access the Check your State Pension forecast tool: https://www.gov.uk/check-state-pensionListen to Aon’s New Investment Insights Podcast: https://soundcloud.com/investment-insights-podcast/investment-podcast-2-1Email us your topic suggestions, comments and questions to TalkToUs@aon.com
May 2024 – Responsible Investment Trends for Asset OwnersIn this podcast you will hear the key pension news from the last month summarised by Aon’s Jennifer Michel and John Harney.This month Jennifer and John are joined by Eilidh Wagstaff from the Principles for Responsible Investment (PRI) and Craig Campbell from Aon’s Responsible Investment Team to discuss the key developments of Responsible Investment and the practices asset owners can adopt to be ahead of peers. Further information:Read HMRC’s April Newsletter: https://www.gov.uk/government/publications/pensions-schemes-newsletter-158-april-2024/newsletter-158-april-2024Read the Pensions Regulator’s latest review of climate-related disclosures: https://www.thepensionsregulator.gov.uk/en/media-hub/press-releases/2024-press-releases/review-shows-how-pension-trustees-are-addressing-climate-risks-and-opportunitiesRead the PRI’s ‘Global responsible investment trends: Inside PRI reporting data’ as mentioned in the interview: https://www.unpri.org/investment-tools/global-responsible-investment-trends-inside-pri-reporting-data/12222.article#storytext-endRead the DWP’s quick start guide for pension trustees regarding the Taskforce on Social Factors as mentioned in the interview: https://www.gov.uk/government/publications/considering-social-factors-in-pension-scheme-investments-a-guide-from-the-taskforce-on-social-factors/quick-start-guide-for-pension-trusteesRead the FCA’s scenario analysis guide for asset managers: https://www.fca.org.uk/publication/corporate/cfrf-guide-2023-scenario-analysis-guide-asset-managers.pdfWatch the PRI’s ‘A legal framework for impact’: https://www.unpri.org/policy/a-legal-framework-for-impact/4519.articleListen to Aon’s New Investment Insights Podcast: https://soundcloud.com/investment-insights-podcast/episode-1Email us your topic suggestions, comments and questions to TalkToUs@aon.com
How much progress have schemes made with implementing ESG factors within their investments over the last two years? Jennifer Michel talks to Jennifer O’Neill, Partner at Aon, to find out the key insights from Aon’s Global Pension Risk Survey and understand how schemes can best face ESG risks within their investment strategies.The data and analytics from our recent survey are now available https://www.aon.com/gprs2023We would be happy to talk to you about the findings, and to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. If you would be interested in receiving a benchmarking report for your scheme, contact your Aon consultant or email us at talktous@aon.com.
April 2024 – Professional TrusteeshipIn this podcast, you will hear the key pension news from the last month summarised by Aon’s Jennifer Michel and John Harney.This month Jennifer and John are joined by Natalie Winterfrost from Law Debenture and Colin Richardson of Zedra to discuss the advantages and challenges of professional trusteeship, including sole trusteeship, as well as the future of this space.Further information:Email us your topic suggestions, comments and questions to TalkToUs@aon.com
How much progress have schemes made with GMP equalisation projects over the last two years? John Harney talks to Lauren Ramsey, Associate Partner at Aon, to find out the key insights from Aon’s Global Pension Risk Survey and understand how schemes can best navigate the challenges that can arise when completing GMP equalisation.The data and analytics from our recent survey are now available here. We would be happy to talk to you about the findings, and to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. If you would be interested in receiving a benchmarking report for your scheme, contact your Aon consultant or email us at talktous@aon.com.
March 2024 – The Revised PLSA Retirement Living StandardsIn this podcast, you will hear the key pension news from the last month summarised by Aon’s Jennifer Michel and John Harney.This month Jennifer and John are joined by Chloe Ludden to discuss the recent increase in the PLSA Retirement Living Standards and examples of what schemes are doing to help members with retirement adequacy.Further information:Read the PLSA Retirement Living Standards: [https://www.retirementlivingstandards.org.uk/] Read the Pensions Policy Institute’s Paper: The Underpensioned: Defining the Gender Pension Gap: [https://www.pensionspolicyinstitute.org.uk/media/ysgmnwtl/20240207-underpensioned-defining-the-gender-pension-gap-final.pdf]Watch Aon’s General Code Webinar Replay: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/webinar-replay-general-code-risk-management]Register for Aon’s 2024 Pension Conference: [https://contact.aon.com/2024PensionConferenceSeriesRegs] Agenda for Aon’s 2024 Pension Conference: [https://img.response.aonunited.com/Web/AonUnited/%7B7a2049e8-1da1-49c8-a46b-7b0b28c8bb1d%7D_Pension_Conference_Agenda_2024_Final.pdf]Read the insights from Aon’s latest DC Pulse survey: https://img.response.aonunited.com/Web/AonUnited/%7Bc2c501ee-5eea-4c26-992d-9a4aa5050541%7D_DC_Today_Issue_3.pdfLearn more about Aon’s DC Today surveys: [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/dc-today]Email us your topic suggestions, comments and questions to TalkToUs@aon.com
Member Options and Support What are the latest trends in member options and member support? John Harney talks to Polly Cripps, Associate Partner at Aon, to find out the key insights from Aon’s Global Pension Risk Survey and understand practical steps trustees and sponsors of pension schemes can take to enhance the experience and outcomes for their members.The data and analytics from our recent survey are now available here - https://www.aon.com/gprs2023We would be happy to talk to you about the findings, and to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. If you would be interested in receiving a benchmarking report for your scheme, contact your Aon consultant or email us at talktous@aon.com.
February 2024 – Pensions risk settlement: reflecting on a record-breaking 2023In this podcast you will hear the key pension news from the last two months summarised by Aon’s Jennifer Michel and John Harney.This month Jennifer and John are joined by Hatty Goodwin and Leah Evans to discuss the innovations and developments in 2023 in the DB pension risk settlement market, including exclusivity, investment and how things can vary depending on your scheme’s size.Further information:Read Aon’s Risk Settlement bulletin for Q4 2023: [https://www.aon.com/getmedia/a99fe231-a4a5-4a11-9c76-9daf47654cca/Aon-Risk-Settlement-Bulletin-Q4-2023.pdf]Register for Aon’s 2024 Pension Conference: [https://contact.aon.com/2024PensionConferenceSeriesRegs] Agenda for Aon’s 2024 Pension Conference: [https://img.response.aonunited.com/Web/AonUnited/%7B7a2049e8-1da1-49c8-a46b-7b0b28c8bb1d%7D_Pension_Conference_Agenda_2024_Final.pdf]Read the insights from Aon’s latest DC Pulse survey: https://img.response.aonunited.com/Web/AonUnited/%7Bc2c501ee-5eea-4c26-992d-9a4aa5050541%7D_DC_Today_Issue_3.pdfTake part in Aon’s biennial DC survey: [https://sg.aon.nl/s3/S1902987-Aon-2024-DC-Survey?EA=chandrashekhar.gadad%40aon.com]Learn more about Aon’s DC Today surveys: [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/dc-today]Email us your topic suggestions, comments and questions to TalkToUs@aon.com
How have UK pension schemes been impacted by rising interest rates and the subsequent impact on funding levels and deficits? Hear key insights from Aon’s Global Pension Risk Survey to how UK schemes are reacting to this from Rupert Kotowski, an Associate Partner in Aon’s investment practice. Rupert also discusses the changes schemes are making to investment strategies and how many are dealing with ESG risk.The data and analytics from our recent survey are now available here. We would be happy to talk to you about the findings, and to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. If you would be interested in receiving a benchmarking report for your scheme, contact your Aon consultant or email us at talktous@aon.com.Download the survey here - https://www.aon.com/gprs2023
Long term targetsIn this podcast in our series on the Global Pension Risk Survey - UK results, Jennifer Michel speaks to Alastair McIntosh, partner and co-author of the survey, about the long-term targets of pension schemes. What are schemes aiming for as their long-term target and how do they expect to reach their goals?The data and analytics from our recent survey are now available here. We would be happy to talk to you about the findings, and to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. If you would be interested in receiving a benchmarking report for your scheme, contact your Aon consultant or email us at talktous@aon.com.
Highlights from the Global Pension Risk Survey – UK results.In this podcast in our series on the Global Pension Risk Survey - UK results, Jennifer Michel speaks to Aon's Head of UK retirement policy, Matthew Arends, and partner and co-author on the Global Pension Risk Survey, Alastair McIntosh about the highlights of the survey. The main theme since the last survey took place two years ago is that respondents are addressing pensions risks across a multitude of different topics, covering liability risks, investment risks and a range of governance and operational risks. Find out what the top priorities are that schemes are focusing on.The data and analytics from our recent survey are now available here. We would be happy to talk to you about the findings, and to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. If you would be interested in receiving a benchmarking report for your scheme, contact your Aon consultant or email us at talktous@aon.com.
December 2023 – Focusing on DC and DB investmentIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Steven Leigh and Rupert Kotowski to discuss the investment aspects of Aon’s latest data and analytics, including results from the DC Today pulse surveys and the Global Pension Risk Survey for DB schemes.Further information:Watch the recording of Aon’s Autumn Statement webinar: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/webinar-autumn-statement-2023]Register for Aon’s 2024 Pension Conference: [https://contact.aon.com/2024PensionConferenceSeriesRegs] Agenda for Aon’s 2024 Pension Conference: [https://img.response.aonunited.com/Web/AonUnited/%7B7a2049e8-1da1-49c8-a46b-7b0b28c8bb1d%7D_Pension_Conference_Agenda_2024_Final.pdf]Watch the recording of Aon’s Global Pension Risk Survey webinar: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/webinar-global-pension-risk-survey-uk-findings]Read about the key findings from Aon’s Global Pension Risk Survey: [https://www.aon.com/gprs2023]Learn more about Aon’s DC Today surveys: [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/dc-today]
November 2023 – Focusing on the Risk Settlement marketIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Lisa Varley and Mike Edwards to discuss the latest developments in the world of Risk Settlement, including the re-entry of M&G to the market.Further information:Watch the recording of Aon’s ASTRO webinar: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/webinar-active-run-on]
August 2023 – Focusing on trustee skills
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Sarah Butlin and Shelley Fryer to discuss the DWP and HM Treasury’s joint call for evidence on trustee skills and capability, including the role of advisers and barriers to making effective investment decisions.
Further information:
Access materials on Aon’s Pension Governance Support website: [https://www.aon.com/unitedkingdom/retirement-investment/pension-scheme-governance/index.html]
Watch the recording of Aon’s Mansion House Pension Reforms webinar: [https://players.brightcove.net/1509269527/default_default/index.html?videoId=6331487370112&t=45s]
July 2023 – Focusing on the gender pensions gap
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Karina Klimaszewski and Alex Hadonou to discuss the gender pensions gap, including insights into what causes the gap and actions that could be taken to address it.
Further information:
Register for Aon’s Wealth Insights Investment Conference: [https://contact.aon.com/AON_WEALTH_INSIGHTS_CONFERENCE]
Watch the recording of Aon’s Annual Funding Statement webinar: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/webinar-2023-annual-funding-statement]
Watch the recording of Aon’s Member Options webinar: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/webinar-supporting-members-2023-and-beyond]
May 2023 – Focusing on member options and supportIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Rebecca Peake to discuss the latest developments in member options and support, including insights based on Aon’s latest member options survey.Further information:Watch the recording of Aon’s Pensions Tax webinar: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/webinar-understanding-spring-2023-pension-tax]
March 2023 – Focusing on cyber riskIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by David Burwell and Vanessa Jaeger to discuss the latest developments on cyber risk, including what to expect from The Pensions Regulator’s new Code of Practice and some practical options for schemes looking to assess their providers.Further information:Watch the recording of Aon’s CDC webinar: Watch the highlights from January’s Economic and Market Outlook webinar: [https://players.brightcove.net/1509269527/default_default/index.html?videoId=6319344751112]Register for the 29 March Economic and Market Outlook webinar: Complete Aon’s cyber scorecard assessment: [www.aon.com/cyberscorecard]
February 2023 – Focusing on Aon’s DC Today researchIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Steve Leigh and Karina Klimaszewski to discuss the findings from Aon’s first DC Today survey, which looks at how DC schemes and members are reacting to current economic conditions. Further information:Watch the recording of Aon’s Funding Code webinar: [https://players.brightcove.net/1509269527/default_default/index.html?videoId=6318860529112&t=5m38s] Register for Aon’s 2023 Pensions Conference Series: [https://www.aon.com/2023-pension-conference]Read Aon’s first DC Today report: [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/dc-today]
December 2022 – Focusing on longevityIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Aon’s Tim Gordon and Matt Fletcher to discuss the latest developments in the world of longevity, including experience over 2022 and the outlook for the future.
November 2022 – Focusing on the Risk Settlement market
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Lisa Varley and Jamil Merali to discuss the latest developments in the Risk Settlement market, including the impact of recent market volatility and how transactions can affect the member experience.
Further information:
Read Calum Mackenzie’s Pensions Expert article on LDI: [https://www.pensions-expert.com/Special-Features/CPD/Liquidity-not-solvency-Setting-the-record-straight-on-LDI]
Register for Aon’s Breakfast Discussion on Pensions Dashboards: https://app.response.aonunited.com/e/es?s=362693299&e=681087&elqTrackId=78323ff6ea204a078da331ae0a473253&elq=8c7fc82eb57c439fb6412d369389096a&elqaid=26389&elqat=1
October 2022 – Focusing on the impact of the mini-Budget
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month, with contributions from Aon’s Tapan Datta, Tim Lock and Maria Johannessen, Ricky looks at the fallout from the new Chancellor’s mini-Budget, including the market reaction and how that has affected pension schemes.
September 2022 – Focusing on Pensions Awareness
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month, to coincide with Pension Awareness Week, Ricky is joined by Aon’s Karina Klimaszewski and Alex Hadonou to discuss how schemes can raise awareness of pensions issues among their members, and the key issues schemes should be talking about.
Further information:
Visit the Pension Awareness Week website: https://pensionawarenessday.com
Register for upcoming Aon events (DB Funding webinar, Inflation webinar and Risk Settlement Conference): https://www.aon.com/unitedkingdom/events/default.jsp
August 2022 – Focusing on default investment strategies for DC members
In this podcast you will hear the key pensions news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Joanna Sharples to discuss default investment strategies for DC members, with a particular focus on the approach taken to this in Aon’s DC MasterTrust.
July 2022 – Focusing on the impact of increasing yields on LDI strategies
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Colin Cartwright to discuss the impact of the recent increases in bond yields on Defined Benefit pension schemes, with a particular focus on schemes with LDI strategies in place.
June 2022 – Focusing on the impact of high inflation on members
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s John Foster and Lynda Whitney to discuss the impact of the current high inflation environment on members of both Defined Contribution and Defined Benefit pension schemes, and how schemes can help their members to deal with this.
Further information:
Register for Aon’s 2022 Pension Conference Series: https://www.aon.com/2022-pension-conference.aspx
Read Paul McGlone’s LinkedIn post on pension increases: https://www.linkedin.com/posts/paul-mcglone-9ab20435_a-lot-has-been-said-about-how-pension-increases-activity-6929354410108051456-5XJR?utm_source=linkedin_share&utm_medium=member_desktop_web
May 2022 – Focusing on current market conditions and investment outlook.
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Tapan Datta to discuss current market conditions. What’s causing them, how should investors respond, and how might things develop in the future?
Further information:
Key findings from Aon’s 2022 Member Options Survey:
https://www.aon.com/getmedia/3859c5d8-e375-4f84-831f-4f83de088ff5/Aon-2022-member-Options-Survey.pdf
Aon UK DC Pension Tracker – Q1 2022 Update:
https://www.aon.com/getmedia/15b2e5d3-e6dc-4cec-9300-7e475ca091b2/Aon-UK-DC-Pension-Tracker-Q1-2022-Update_Online-version.pdf
April 2022 – Focusing on DC outcomes
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Steven Leigh to discuss the increasing focus on adequacy and outcomes for DC schemes, including actions DC schemes can take to improve outcomes for their members.
Further information: Aon’s 2022 DC Pension Scheme and Financial Wellbeing Survey [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2022.aspx]
Register for Aon’s 2022 Pension Conference Series: - In Person [https://meetings.aon.com/event/7e0541c0-9e73-4afb-b559-9bf8e9233cbe/summary?rt=DyMRTa7fjkqn-rfM8Uy06Q] - Virtual [https://meetings.aon.com/event/7e0541c0-9e73-4afb-b559-9bf8e9233cbe/websitePage:3f2ec8de-1809-4fd9-ad92-79f291fdb845?rt=yRDTbzTlMkmX2rBWKpwoZg]
Register for webinar on Smaller Bulk Annuity Transfers [https://contact.aon.com/SmallerBulkAnnuityTransfers?elqTrackId=AAD91A83C6B1BF8A0DDC8FABC25AB7F9&elq=999f3db89ded496a9fe12f6b9be980e8&elqaid=22665&elqat=1&elqCampaignId=7681]
March 2022 – Focusing on the latest Pensions Dashboard developments
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Paul McGlone and Becky McGowan to discuss the DWP’s consultation on the draft regulations for Pensions Dashboards, including a closer look at what may actually be required of schemes once the new regulations come into force.
February 2022 – Focusing on net zero targets
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Jennifer O’Neill and Guy Saintfiet to discuss what “net zero” really means for pension schemes, the barriers to progress and the different approaches schemes can take to address these.
Further information:
Read Aon’s Global Perspectives on Responsible Investing report: https://www.aon.com/getmedia/cbd34884-331f-4eee-af10-895624eaccfd/Global-Perspectives-on-Responsible-Investing-January-2022.pdf.aspx
Watch Jennifer’s conversation with Mark Carney: https://players.brightcove.net/1509269527/default_default/index.html?videoId=6286966230001
In this podcast in our series on the Defined Benefit Pension Risk Survey UK results, Polly Cripps asks Aon's cyber expert Paul McGlone about the actions you can take, and things to keep in mind, when protecting your scheme from Cyber risks. You can take a free self-assessment here to check the resilience of your pension scheme: www.aon.com/cyberscorecard.
The results of our recent survey are now available here. We would be happy to talk to you about the findings, to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target.
Download the report now, contact your Aon consultant or email us at talktous@aon.com.
In this podcast in our series on the Defined Benefit Pension Risk Survey UK results, Polly Cripps speaks to Aon's governance expert, Susan Hoare, about how DB schemes managed operational effectiveness during the pandemic and how trustee boards organised themselves during this time. What does this mean for the future? Susan talks us through the different options and considerations and how she’s helping her clients to achieve their full potential.
The results of our recent survey are now available here. We would be happy to talk to you about the findings, to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target.
Download the report now, contact your Aon consultant or email us at talktous@aon.com.
In this podcast in our series on the Global Pension Risk Survey - UK results Polly Cripps speaks to Rupert Kotowski and Jennifer O’Neill about pension scheme investments and the themes coming out of the survey including long term targets and the derisking journey. They also look at how ESG and climate change is considered when derisking. What does all this mean for the risks and opportunities for schemes?
The results of our recent survey are now available here. We would be happy to talk to you about the findings, to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target.
Download the report now, contact your Aon consultant or email us at talktous@aon.com.
In this podcast in our series on the Global Pension Risk Survey - UK results Polly Cripps’ guests are Andy Fryer and Lauren Ramsey. With the survey results showing that for the first time buyout is a more popular target than self-sufficiency – what does this mean for members? We hear about how schemes are tackling the challenge of GMP equalisation and how combining GMP conversion with member options can lead to a positive experience for both members and pension schemes.
The results of our recent survey are now available here. We would be happy to talk to you about the findings, to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target.
Download the report now, contact your Aon consultant or email us at talktous@aon.com.
Desert Island Risks: Defined Benefit Pension Risk podcast series
In this series of podcasts, Polly Cripps casts Aon’s experts away to a desert island with a copy of the Global Pension Risk Survey - UK results where they have ample time to read the results and consider the risks that DB pension schemes are facing. The podcasts include some interesting examples and some top tips at the end.
Long term targets
In this podcast in our series on the Global Pension Risk Survey - UK results, Polly Cripps speaks to John Baines, a partner in our Risk Settlement business who also leads our bulk annuity and consolidation team, and Paul Dooley, associate partner who is concentrating on funding strategy and leading the finance strategies team, about the long term goals of pension schemes. What are schemes targeting as their long term target and what are the options available?
The results of our recent survey are now available here. We would be happy to talk to you about the findings, to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. Download the report now, contact your Aon consultant or email us at talktous@aon.com.
December 2021 – Focusing on the Aon UK DC Pension Tracker
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Matthew Arends and Andy Greaves to discuss the Aon UK DC Pension Tracker. This is a new tool designed to measure the overall health of DC members’ savings by looking at how member outcomes change over time.
Further information: Aon’s Global Pension Risk Survey microsite: [https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/db-pension-risk-management-journey.aspx]
Aon UK DC Pension Tracker (under “Research & Insights”): [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/default.jsp]
Aon UK DC Pension Tracker: [link to follow when available]
In this series of podcasts, Polly Cripps casts Aon’s experts away to a desert island with a copy of the Global Pension Risk Survey - UK results where they have ample time to read the results and consider the risks that DB pension schemes are facing. The podcasts include some interesting examples and some top tips at the end.
Highlights from the Global Pension Risk Survey – UK results
In this podcast in our series on the Global Pension Risk Survey - UK results, Polly Cripps speaks to Aon's Head of retirement policy, Matthew Arends, and partner and lead on the Global Pension Risk Survey, Alastair McIntosh about the highlights of the survey. Main themes since the last survey took place two years ago include the impact of the pandemic, but also as schemes progress towards their long term targets that the range of risks is getting broader and the management process is getting deeper. What are the top priorities that schemes should be focusing on?
The results of our recent survey are now available here. We would be happy to talk to you about the findings, to put them into context for your own pension scheme. We can also help you to understand where you need to take action to ensure your scheme achieves its target. Download the report now, contact your Aon consultant or email us at talktous@aon.com.
November 2021 – Focusing on Inflation
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
With the news being increasingly dominated by inflation, this month Ricky is joined by Aon’s Lynda Whitney and Derry Pickford to discuss the impact of rising inflation on pension schemes, including the implications for assets and liabilities and the outlook for the future.
Further information: Register for Aon’s Global Pension Risk Survey webinar: [https://retirement.aonunited.com/Global_Pension_Risk_Survey_Findings_2021_2022]
October 2021 – Focusing on the Pensions Consumer Journey
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s John Foster and Anne Oliver to discuss the DC Pensions Consumer Journey, following up from their work on Aon’s response to a joint call for input from The Pensions Regulator and the FCA. They also discuss wider trends in pensions communications.
Further information:
Participate in Aon’s latest DC Survey: [https://sg.aon.nl/s3/DC-survey-2021]
September 2021 – Focusing on Pensions Dashboards
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Paul McGlone and Phil Cork to discuss Pensions Dashboards. What are they, when are they coming, and what does this all mean for pension schemes and their members?
Further information:
Register for Aon’s Member Options digital conference: [https://retirement.aonunited.com/AonMemberOptionsDigitalConference_Invite]
In Depth scheme funding analysis: [https://www.aon.com/unitedkingdom/retirement-investment/pension-scheme-funding-an-analysis-of-completed-va.jsp]
August 2021 – Focusing on marital assumptions
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Andy Harding and Richard Thornley to discuss why marital assumptions are becoming more important, and the range of options available to schemes when setting these assumptions.
July 2021 – Focusing on DC consolidation
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Gareth Marsh and Pranesh Gathiram to discuss DC consolidation, with a particular focus on the government’s recent response to last year’s consultation on delivering better value for money for DC schemes.
Further information:
Participate in Aon’s 2021 UK DB Risk Survey [https://sg.aon.nl/s3/Gprs-2021-UK&EA=ramya.s4%40aon.com?elqTrackId=c0f78072d63d4b25b72a69c76b3b0f7c&elq=8b234667060c4ae6a9424acfdb8b1ce4&elqaid=3491&elqat=1&elqCampaignId=2351]
Reaching your final destination: A transaction and beyond
In the final podcast in our series on the Journey to Settlement, Karen Gainsford speaks to John Baines of Aon and Rhian Littlewood of Phoenix Group about the point in a scheme’s journey towards settlement when they are likely to be ready to transact. When should schemes request insurance quotations if aiming for buyout? What are the potential savings available for a fully prepared scheme? And where should the focus be after a transaction? The discussion includes interesting examples and some top tips.
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.
June 2021 – Focusing on ESG and Implementation Statements
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Kate Charsley and Gareth Doyle to discuss some of the investment issues currently facing trustees, including the looming deadline for Implementation Statements and aligning ESG policies with those of the sponsoring employer.
Further information:
Register for Aon’s Risk Settlement conference – 29 June 2021
https://retirement.aonunited.com/LP=4644?elqTrackId=7EEE86C8D5B25DE16B48D65B68F7B6C8&elq=c8a0cc96fec1491daa13a2798d4b7109&elqaid=16844&elqat=1&elqCampaignId=
Making sure you have a full tank of fuel: Asset preparation along the journey
In the third podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Aon’s investment experts Lucy Barron and Ross Mitchell about actions you can take, and things to keep in mind, when preparing your assets on your journey to settlement. 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.
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.
In the second podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Andrew Cooper and David Bunkle to find out what member options and support for decision making can be made available through pension schemes, how this compares with options following settlement, and how the concept of a “member journey” is an important part of your journey to settlement.
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.
May 2021 – Focusing on supporting members on financial matters
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Madalena Cain and Dyfan Jones to discuss the new guide from the FCA and TPR on how trustees and employers can provide support to members on financial matters without needing to be subject to FCA regulation.
Further information:
Complete Aon’s Global Responsible Investment Survey 2021 - https://sg.aon.nl/s3/GRI-2021?utm_source=INV-Q3-RI-Survey
Register for Aon’s DC Week – 14-17 June 2021 - https://retirement.aonunited.com/Aon_DC_Week
April 2021 – Focusing on TPR’s new consolidated Code of Practice
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Susan Hoare and Sarah Butlin to discuss The Pensions Regulator’s long-awaited consultation on bringing ten of its existing Codes of Practice together into a new consolidated Code
The final podcast in our series on Aon's DC pension and financial wellbeing employee research 2021 looks at getting retirement right. What are pension members expectations vs. reality? John Foster is joined by Ben Roe and James Collier to discuss options around member advice at retirement and how to help schemes meet these challenges.
We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at talktous@aon..com.
The fourth podcast in the series on Aon's DC pension and financial wellbeing employee research 2021 looks at investing for the right pension outcomes. John Foster speaks with Jo Sharples and Chris Inman about developments in investment strategies to help members to achieve better outcomes at retirement, as well as addressing the growing focus on responsible investment and maximising achieving investment returns in volatile markets.
We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at talktous@aon..com. We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at talktous@aon..com.
March 2021 – Focusing on cyber risk
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Paul McGlone and Vanessa Jaeger to discuss their new report on the state of cyber risk in the pensions industry, which is based on data collected from over 100 schemes.
Further information: Link to DC Survey report [http://aon.io/3p8gt4Z] Link to DC Survey podcasts [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/dc-podcasts.jsp]
Link to Cyber Scorecard survey [http://www.aon.com/cyberscorecard]
Link to Cyber Scorecard report [https://www.aon.com/getmedia/41b2a419-6864-49e6-976d-6bb2bcf9bc7a/Aon-Retirement-Solutions-Cyber-Scorecard-Report-2021.aspx]
Financial Wellbeing is addressed in our third podcast in the series on Aon’s DC pension and financial wellbeing employee research 2021. John Foster talks to Oliver Walker and Debbie Falvey about supporting members with their financial wellbeing and the challenges faced by both employers and employees.
We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at talktous@aon..com.
https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2021.aspx
Our second podcast in the series on Aon’s DC pension and financial wellbeing employee research 2021 looks at Pension strategy and long-term objectives. Aon’s John Foster speaks to Ben Roe and Tony Pugh to address some of the challenges schemes are facing in supporting their members.
We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at talktous@aon..com.
https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2021.aspx?utm_source=Podcast&utm_medium=Chapter1&utm_campaign=DC-Q1-Surveyreport
In this introductory podcast to the series on Aon’s DC pension and financial wellbeing employee research 2021 John Foster speaks to Ben Roe and Steven Leigh about the results of the survey and what you can expect to hear about in future podcasts.
We would be happy to talk to you about the findings, to put them into context for your own DC plan membership. We can also help you to understand where you and your members need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at talktous@aon..com.
https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2021.aspx?utm_source=Podcast&utm_medium=Chapter1&utm_campaign=DC-Q1-Surveyreport
February 2021 – Focusing on the new Pension Schemes Act
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Matthew Arends and Ahmed Ali to discuss what’s in the new Pension Schemes Act and what it means in practice for trustees, sponsoring employers and the rest of the pensions world.
Further information: Link to Aon’s Virtual Pension Conference site [https://www.aon.com/unitedkingdom/retirement-investment/aons-pension-conference-2021.aspx] Link to Collective DC video [aon.io/3431Qsm]
Covid, climate and compliance – are you ready for the investment challenges ahead?
Aon’s Emily McGuire is joined by Maggie Williams, pensions commentator, to discuss the impact for investors of Covid-19, increasing regulation and the climate crisis.
Drawing on interviews with pension scheme decision-makers, this podcast explores trustees’ top priorities for 2021 – and strategies they can adopt to address them.
December 2020 – Focusing on distressed employers
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Paul Heeley and Becky McGowan to discuss how schemes can protect themselves from sponsoring employer distress, including a look at The Pensions Regulator’s new guidance on this issue.
November 2020 – Focusing on the evolution of professional trusteeship
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Nick Brinton and Laurence Hargrave to discuss the latest developments in the world of professional trusteeship, including the APPT’s new Code of Practice for sole trustees
October 2020 – Focusing on redundancies and pension scams
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Andy Gaskell and Ben Roe to discuss how pensions can be used to support employers and employees who are going through redundancy exercises, and the growing risk of pension scams.
September 2020 – Focusing on reviewing objectives in a post COVID-19 world
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Matthew Arends and Ryan Cox to discuss how the objectives of trustees, sponsoring employers and scheme members could all have been changed by the COVID-19 pandemic.
Further information: Link to request In Depth scheme funding analysis [https://www.aon.com/unitedkingdom/retirement-investment/pension-scheme-funding-an-analysis-of-completed-va.jsp]
August 2020 – Focusing on Responsible Investment in a post COVID-19 world
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Jennifer O’Neill and Lindsay Nickerson the latest developments in the world of Responsible Investment, including how attitudes to this topic have been affected by the COVID-19 pandemic.
Further information: Link to replay of “new normal” webinar [https://retirement.aonunited.com/InvestmentClicks_JUL20]
July 2020 – Focusing on negative interest rates
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Joanna Sharples and Tom Spence to discuss the possibility of negative interest rates, and what this might mean for both defined contribution and defined benefit schemes.
Bulk annuities – how to prepare your assets
In this fourth episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon's risk settlement investment specialist Lucy Barron and Chris Martin of Independent Trustee Services consider how to prepare your assets for a bulk annuity transaction. Which investments work well when preparing for a buy-in or buyout, and which should be avoided? Listen in to find out more.
For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/pensions-stability/risk-settlement/default.jsp
To enquire about your own scheme circumstances then email us at talktous@aon.com
Podcast: Bulk annuities – is the market open for smaller transactions?
In this third episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialists Dave Barratt and Tiziana Perrella focus on the opportunities available for smaller bulk annuity transactions. What are the latest developments in the market and how can schemes get the attention of insurers? In particular, they cover Aon’s Pathway approach for smaller transactions accessing the bulk annuity market.
For more information visit: https://aon.com/unitedkingdom/retirement-investment/pensions-stability/risk-settlement/default.jsp
To enquire about your own scheme circumstances then email us at talktous@aon.com
June 2020 – Focusing on the impact of COVID-19 on DC members
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Ben Roe and Chris Inman to discuss the impact of the COVID-19 pandemic on members of DC schemes, and the actions trustees and companies should be taking to help members deal with this.
Episode 2: Bulk annuities – market update and assessing whether annuities are right for you
In this second episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialist Steve Purves and Chris Martin of Independent Trustee Services consider bulk annuities as a risk settlement option. What are the latest developments in the market and how can you assess whether annuities are right for you? Chris provides valuable trustee insights following the bulk annuity deals completed on his schemes in 2020. Listen in to find out more.
For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/pensions-stability/risk-settlement/default.jsp
To enquire about your own scheme circumstances then email us at talktous@aon.com
Aon’s Investment Podcast: What Damage is the Coronavirus Doing to the UK and Global Economies?
In this short podcast, Tapan Data, head of global asset allocation for Aon considers the economic impact of the pandemic and asks if the reaction by governments and the authorities has been appropriate to the scale of the economic problem
UK Risk Settlement 2020: Sizing up your options
Chapter 1: Longevity swaps – market update and assessing whether they are right for you
In this first episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialist Martin Bird and Huw Evans of BESTrustees consider longevity swaps as a risk settlement option. What are the latest developments in the market and how can you assess whether longevity swaps are right for you? Listen in to find out more.
For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/pensions-stability/risk-settlement/default.jsp
To enquire about your own scheme circumstances then email us at talktous@aon.com
May 2020 – Focusing on LDI portfolios in volatile markets
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Dilesh Shah and Lara Kennard to discuss the impact of recent market movements on schemes’ LDI portfolios, including some case studies and lessons learned for the future.
Further information: COVID-19 response site [https://aon.com/unitedkingdom/retirement-investment/COVID-19.jsp]
UK Defined Contribution Survey 2020: How do you measure up? Chapter 5: Calibrate your comms – we need to talk about pensions and financial wellbeing
In the final chapter of Aon’s 2020 DC Pension Survey podcast series, John Foster talks to financial wellbeing and communication experts Karina Klimaszewski and Andy Partridge about how DC schemes communicate with members and whether this is being incorporated into wider financial wellbeing approaches. What are the right measures of success for improved engagement? Listen in to find out more.
For more information and to get your copy of the survey visit: https://aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2020.aspx
To enquire about receiving your own benchmarking report then email us at talktous@aon.com.
UK Defined Contribution Survey 2020: How do you measure up? Chapter 4: Made to measure – DC Investments and charges
Aon’s DC and investment specialists John Foster, Chris Inman and Joanna Sharples discuss DC investments and the trend towards bespoke designs in this episode of the Aon’s 2020 DC Pension Survey podcast series. Are investment charges falling under the drive for greater transparency? How are schemes adapting to the ever-changing investment landscape? Listen in to find out more.
For more information and to get your copy of the survey visit: https://aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2020.aspx
To enquire about receiving your own benchmarking report then email us at talktous@aon.com.
April 2020 – Focusing on the practical implications of COVID-19
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Sue Austen and Vanessa Jaeger to discuss some of the challenges presented by the coronavirus outbreak for those involved in running pension schemes.
Further information: COVID-19 response site [https://aon.com/unitedkingdom/retirement-investment/COVID-19.jsp]
Equipping your trustee board with the skills they need
Here, Aon’s Sarah Butlin and Stephen Davidson talk through the Pensions Regulator’s requirements for trustee boards. What do boards need in terms of skills, knowledge, diversity and professionalism? What role does contingency planning play in creating and maintaining an effective trustee board?
UK Defined Contribution Survey 2020: How do you measure up? Chapter 3: Fit for the future – what are the desired outcomes?
Aon’s DC specialists John Foster and Steve Leigh explore whether pension outcomes are being taken into consideration when setting contribution rates in this third episode of Aon’s 2020 DC Pension Survey podcast series. What solutions are used at retirement to help members drawdown their DC pension? Listen in to find out more.
For more information and to get your copy of the survey visit: https://aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2020.aspx
UK Defined Contribution Survey 2020: How do you measure up? Chapter 2: Weigh up your options – could delegation help?
Aon’s DC specialists John Foster and Tony Pugh consider governance and DC structures in the second episode of Aon’s 2020 DC Pension Survey podcast series. Can schemes benefit from delegating in some areas to free up time to focus on those where they can add more value? Listen in to find out more.
For more information and to get your copy of the survey visit: https://aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution-pension-survey-2020.aspx
To enquire about receiving your own benchmarking report then email us at talktous@aon.com.
UK Defined Contribution Survey 2020: How do you measure up? Chapter 1: Get the measure of objectives In this first episode of our five-part podcast series exploring the results of Aon’s 2020 DC Pension Survey, Aon’s DC specialists John Foster and Steven Leigh consider the strategic trends in DC Pensions. What objectives do schemes set and how do they measure progress? Listen in to find out more. For more information and to get your copy of the survey visit: https://aon.com/unitedkingdom/retirement-investment/defined-contribution/defined-contribution- pension-survey-2020.aspx To enquire about receiving your own benchmarking report then email us at talktous@aon.com.
March 2020 – Focusing on the future of trusteeship and governance
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Susan Hoare to discuss The Pensions Regulator’s response to last year’s consultation on the future of trusteeship and governance and what we can expect from the upcoming single modular Code of Practice.
Further information: DC survey request link [ https://retirement.aonunited.com/AonDefinedContributionSurvey2020 ]
February 2020 – Focusing on pensions tax
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s James Mason and John McHugh to discuss pensions taxation, including the issues with the current system and how these may be addressed in the future.
Further information: Pension Conference registration link [https://retirement.aonunited.com/PensionConferenceSeries2020_Registration?utm_source=Client%20Conversation&utm_campaign=Pension%20Conferences%202020%20&utm_medium=Organic]
Tapan Datta Head of Asset Allocation shares his thoughts on Investment trends for 2020.
In Germany the pensions landscape is broad and complex including various funding possibilities. A Pensionsfonds like UnitedPensions Deutschland AG is proving to be an effective way for many companies who are looking to set up a new funding structure.
December 2019 – Focusing on retirement targets for DC members
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s Madalena Cain and Steven Leigh to discuss the Retirement Living Standards recently unveiled by the PLSA, including how these can be used to improve member engagement in DC schemes.
Further information: Pension Conference registration link https://retirement.aonunited.com/PensionConferenceSeries2020_Registration?utm_source=Client%20Conversation&utm_campaign=Pension%20Conferences%202020%20&utm_medium=Organic
Retirement update - November 2019 – Focusing on Risk Settlement
In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.
This month Ricky is joined by Aon’s John Baines and Stephen Purves to discuss recent developments in the Risk Settlement market, including an increase in the number of large transactions, what this could mean for smaller schemes, and a look forward to what we might see in 2020.
Further information: Aon’s Global Pension Risk Survey [https://www.aon.com/unitedkingdom/retirement-investment/pensions-stability/global-pension-risk-survey-2019.jsp]
Hot topics taken from the Global Pensions Risk Survey, in this episode we look at managing DB liabilities and risks
Hot topics taken from the Global Pensions Risk Survey, in this episode we look at Cyber Security.
Hot topics taken from the Global Pensions Risk Survey, in this episode we look at GMP Equalisation
Once you start getting towards the business end of a transaction, you are not immune from behavioural biases. How do you assess pricing and make the decision of whether to proceed? How do you assess different providers? In this podcast Behave London’s Hannah Lewis shares insights on how to look beyond the pain of paying and being attracted to familiar brands, and Aon’s Head of Risk Settlement Martin Bird shares experiences from the perspective of pension schemes.
People suffer from regret aversion, in that they do not want to make a decision which may prove to be a mistake — and one they regret. Trustees and sponsoring employers may have reservations about taking action to reduce risk in case the risk never materialises. In this podcast Behave London’s Hannah Lewis shares insights on how to look at this bias in a different light, and Aon Partner John Baines gives insights on where pension schemes can encounter risk aversion, and measures on how to mitigate it.
People have a strong tendency to want to stick with the status quo, the current way of doing things. Anything which involves change or disruption is uncomfortable for our brains. In this podcast Behave London’s Hannah Lewis shares insights on how to break this mental deadlock and avoid getting trapped in the status quo. Aon Partner Mike Edwards shares insights from a de-risking context, and how schemes can challenge the status quo and successfully remove longevity risk.
Aon commissioned research with behvioural science experts Behave London, which looked into perceptions on pension scheme de-risking. This research identified that many trustees and sponsors had a lack of clarity on de-risking and the processes required, and also greatly evident were behavioural biases which acted as barriers to being better informed and able to make better decisions. In this Podcast Aon's Karen Gainsford speaks to Behave London's Hannah Lewis who shares the key findings from this research
In this edition, Jim Tindale discusses the findings of Aon’s Global Governance Study which was carried out in association with the Amercian Benefits Council.
October 2019 – Focusing on Responsible Investment
In this podcast, you will hear the key pension news from the last month summarised by Aon’s Victoria Panormo. This month Victoria is joined by Aon’s Tim Manuel who discusses the latest developments within Responsible Investing and what this means for pension schemes
Aon’s industry-leading Global Pension Risk Survey 2019 explores the asset, liability and other risks that DB pension schemes face and the actions they have taken in response. This podcast covers the high level findings from the first chapter of the Survey on long-term targets.
Building the right support for your pension scheme
In this podcast Aon experts Susan Hoare and Sarah Butlin discuss the steps trustees can make in identifying incremental changes that could improve the effectiveness of a trustee board. Once a trustee board is running well and making lots of effective decisions, the speed at which the trustees can operate is dependent on the level and quality of resources they have around them to implement their decisions.
August 2019 - Featuring a discussion on long term funding targets
In this podcast you will hear the key pension news from the last month summarised by Aon’s Victoria Panormo. This month’s focus for the interview is on long term funding targets, for which Victoria is joined by Aon's Lynda Whitney. During this discussion Lynda explains some of the key issues and considers how in practice schemes are implementing this guidance from the Pensions Regulator.
July 2019 – Focusing on professional trusteeship
In this month’s podcast, Victoria Panormo summarises the key news from the past month, including is joined by Aon’s Nick Brinton to discuss Professional Trusteeship and the changes afoot. Victoria also discusses developments in the Pensions Dashboard project, takes a look at new DWP regulations amending trustees’ investment duties and discuss other news, including new PASA guidance on cyber-risk and the largest ever bulk annuity transaction.
June 2019 - Featuring analysis cyber security.
In this podcast you will hear the key news from the last month summarised by Aon’s Victoria Panormo. This month’s detailed focus is on cyber risk, for which Victoria is joined by Aon's Paul McGlone. Week after week cyber attacks hit the headlines around the world, affecting individuals and companies alike. For organisations it is not just data and finances at risk, it is reputation, so how does this impact on pension schemes? During this discussion Paul will address these potential impacts, giving insights on steps that trustees and sponsors can take to ensure best practice around cyber security.
In this podcast you will hear the key news from the last month summarised by Aon’s Victoria Panormo.
This month's detailed focus is on risk settlement. For this discussion, Victoria is joined by Aon’s Karen Gainsford and Ben Harris. The risk settlement market has seen significant growth for some time now, with 2018 being a record breaking year seeing over £35bn of business placed. During this discussion, Karen and Ben will elaborate on the markets and make predictions for 2019. Furthermore, they share insights on how schemes can best prepare to take advantage of exceptional pricing.
Episode 7: Aon DC & Financial Wellbeing Member Survey 2018: Low vs High Income
To finish off our series examining outcomes from the DC & Financial Wellbeing Member Survey, Karina Klimaszewski and Adam Hayes discuss how situations differ for higher and lower earners.
You can download your copy of the summary and sign up for your copy of the full report here https://aon.io/2RY8WWm
Whilst the gender pay gap is a familiar concept for most, in this episode Sophie Moore and Alison Leslie explore the less well-known gender pension gap. In recognition of International Women’s Day, our experts explore what members and employers can be doing to address gender pension gap issues, and highlight some of Aon’s research findings in relation to women’s financial wellbeing.
You can download your copy of the summary and sign up for your copy of the full report here https://aon.io/2RY8WWm
In this episode we discuss Making it happen. Victoria Panormo & Steven Leigh return to summarise the key takeaways from the research and discuss how you can enable individuals to achieve a healthy financial future.
You can download your copy of the summary here www.aon.com/unitedkingdom/retir…g-member-survey.jsp and also sign up for your copy of the full report.
In this podcast you will hear the key news from the last month summarised by Aon’s Victoria Panormo.
This months detailed focus is on the emergence of DB Consolidators. For this discussion Victoria is joined by Matthew Arends and Rhian Littlewood. Matthew and Rhian give an overview of what a Consolidator does and who the current consolidators are. You will also here valuable information on the key considerations if you are thinking of approaching a consolidator and what this solution means for scheme members.
During this podcast we refer to the Aon Pension Conferences. More information on these can be viewed here:
In this episode we discuss contribution rates and target setting with Sophie Moore and Adam Hayes, looking at what schemes and members themselves could be doing to ensure the end up with enough pension at retirement.
You can download your copy of the summary and also sign up for your copy of the full report here https://aon.io/2RY8WWm
As part of Aon Retirement Solutions podcast series, Partner & Head of Aon’s UK Pension Administration Practice, Gary Cowler, takes us through the key issues around pension administration; the competitive landscape, market dynamics and impact of Pensions Freedoms. Aon has transformed its approach to meet the demands of this new environment; putting the focus on a robust operating model to deliver the best outcomes for clients and members.
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
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
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
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
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?
In this episode, we talk to Matt Fletcher and Tim Gordon about the blips and trends happening with Longevity Risk.
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?
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?
Aon Pension Podcast Series: Bulk annuities Aon Risk Settlement Annual Market Review
In this episode... Why are bulk annuities relevant to a pension scheme? How can a scheme assess whether a bulk annuity terms are good value for money? What levels of pricing are we seeing in the market? When is the best time for a market approach? What data cleanse is required before going to market? What other preparatory work is required before a market approach is made?What trends do you think will take shape over the next few years? What are the options for smaller schemes? Is medical underwriting still relevant? What is your best tip for completing a transaction? Find out in this episode of the Aon Pensions Podcast
Aon Pension Podcast Series: De-Risking market overview Aon Risk Settlement Annual Market Review
In this episode... we talk to Martin Bird Head of Risk Settlement and Mike Edwards about the current state of the de-risking market. Review of 2017 activity, when over £18bn of risk was transferred to bulk annuity and longevity swap providers Findings from Aon’s first Risk Settlement survey carried out in late 2017 A review of the bulk annuities market, examining a year of strong market opportunities, and looking at how schemes – even smaller ones – can achieve success. Long-term strategies – the best approaches to buy-in and buyout, and why preparation is key. The state of play in the longevity swap market Longevity risk issues to consider. The overseas market for risk settlement A look forward to the rest of 2018, when the bulk annuities market is expected to exceed £30bn for the first time ever. Download your copy of the report - http://www.aon.com/unitedkingdom/retirement-investment/pensions-stability/risk-settlement/general-updates/annual-market-update.jsp
In this week’s episode, we talk to Susan Hoare and Vanessa Jaeger about Trustee Effectiveness.
What are the challenges facing trustee boards? What were the key findings from our behavioural research? What about those boards that have done nothing to review or improve their effectiveness to date? What about those boards who think they are already getting it right – what’s in this for them?
Working alongside behavioural insight agency Behave London and our colleagues in the Aon Talent & Reward practice, we have developed a comprehensive suite of tools to firstly enhance your understanding of your current operational effectiveness and governance, but then take tangible steps towards improvement, including improving trustee meetings and decision-making. You can download the toolkit for free at www.aon.com/trustee-effectivenessuk
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.
In this episode, John Foster and Karina Klimaszewski discuss survey respondents concerns around member engagement and how to address some of these challenges. engaging members and empowering them to stay the course and maximise their contributions. Find out what Defined Contribution pension schemes representing over 1.7 million members had to say in the Navigating the future of DC pension scheme survey.
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.
In this episode, we talk to Sophia Singleton and Christopher Inman about the investment experience for members. What is the investment engine and why it is so important? 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 Schemes Survey on their concerns, their obstacles, and how they can best approach the future. We look at what survey respondents told us about "Defined Contribution" investments and how they are shaping pension schemes for the future.
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 Schemes Survey on their concerns, their obstacles, and how they can best approach the future.
We look at what survey respondents told us about "Defined Contribution" investments and how they are shaping pension schemes for the future.
To receive your copy of Chapter Four visit www.aon.com/unitedkingdom/retir…eme-survey-2017.jsp
n episode 2 of the Aon Hewitt Pensions Podcast we talk with John Foster and Steven Leigh about survey respondents views towards automatic enrolment, contribution rate rises. Just how prepared are companies and Pensions funds for these changes. What do these changes mean for members?
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: http://aon.io/2goW1vN for more information.
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 Schemes Survey on their concerns, their obstacles, and how they can best approach the future.
In this episode we talk to Sophia Singleton and Linda Whitney about the DC pensions research which 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.
To receive your copy of Chapter One visit http://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/aon-defined-contribution-scheme-survey-2017.jsp