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
BESTrustees leads successful buy-in transaction for the Carr’s Group Pension Scheme
The Trustees of the Carr’s Group Pension Scheme, chaired by Rachel Tranter of BESTrustees, have completed a c.£44m buy-in transaction with Aviva to cover 216 pensioner and 56 deferred members of the Scheme. Mercer acted as lead transaction adviser using its streamlined broking process. “I am delighted to have guided the trustees through the transaction process to achieve a successful outcome which further increases the security of our members’ benefits. This transaction was very much a collaborative teamworking effort involving the trustees, the Company (Carr’s Group plc), the insurer and our professional advisers all carrying out important roles throughout the …
BESTrustees and LCP complete c.£50m full buy-in for the Low & Bonar Group Retirement Benefits Scheme
The Trustee of the Low & Bonar Group Retirement Benefits Scheme, chaired by Hugh Creasy of BESTrustees, and Just Group plc, have completed a c.£50m full buy-in of all remaining uninsured members of the Low & Bonar GRBS. This marked the final step on the Scheme’s derisking journey. LCP acted as lead transaction adviser using its streamlined buy-in and buy-out service. The Scheme already held two existing pensioner buy-in policies, the first of which was secured with JUST back in 2015. LCP used its streamlined buy-in and buy-out service and the previous pensioner buy-ins were also completed through this service, …
