BESTrustees’ professional trustee Mike Smaje recently joined Asset TV’s Pension Fund Forum. Their ‘Search for Growth’ strand discussed the outlook for markets, trends for delegated investment portfolios and current opportunities for growth-seeking portfolios.
Volatility and complexity continue to dominate investors’ agendas. Against this backdrop, how are the OCIO and fiduciary models supporting them to generate portfolio growth?
Watch Mike and fellow experts’ discussion below.
Latest Insights
Raising professional trustee standards as TPR plans oversight
An interesting article in Pensions Expert from Andy Boorman, BESTrustees’ director and member of the Society of Pensions Professionals, in which he explains the importance of the regulator’s work on trusteeship and how independence and lack of conflicts can raise standards in professional trustee work. As a profession, we must engage fully with the regulator’s review of oversight in the professional trustee industry and work to define a template for professional trusteeship which serves all stakeholders well. At the heart of everything has to be the overarching principle of independence in our conduct and decision-making in order to secure good …
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BESTrustees and Gallagher completes £7.2m Buy-In for WCF Ltd Staff Retirement Benefits Scheme
The WCF Ltd Staff Retirement Benefits Scheme has announced a £7.2m buy-in for the scheme’s remaining 122 deferred members. The Sponsor, WCF Ltd, a logistics, retail, e-commerce, and leisure company, based in the UK, worked closely with BESTrustees and adviser Gallagher. In less than five months, the trustees and Gallagher steered the buy-in to its final signing with Legal & General, working closely with several other parties to deliver a swift and favourable outcome. BESTrustees was the professional trustee, Gallagher acted as risk transfer broker, scheme actuary, and provided consultancy services on investment and administration and Eversheds Sutherland acted as …
