Rebalancing methodologies and the recent pension crisis
Some of the blame was laid at the door of Lifestyling methodologies, in particular their rebalancing polices and whether more could have been done to protect members.
LDI: Sink the ship or weather the storm?
The liability-driven investment (LDI) crisis in late 2022 sent shockwaves through the UK pensions industry.
Our 5 Tips for getting through your first TFCD report
This may feel like a daunting task, however it does not need to be the case.
Operational Due Diligence service
DWA's bespoke approach has helped clients identify operational weaknesses.
Revealed: The disparity in DC default value added
DWA analysis reveals a £2,923 value gap in first quarter DC default performance.
Do pension funds hold the key to achieving net-zero carbon emissions in the uk?
The UK has committed to reducing net carbon emissions to zero by 2050
Why we think defined contribution (“DC”) is better than DB.
Are defined benefit (“DB”) pensions really golden? Maybe there is an alternative…
I like the idea of ESG but what is it going to cost me?
Record volumes of bulk annuity transactions were completed in the first half of 2018, with £7.8bn completed, figures from consultancy Lane Clark & Peacock (LCP) have found.
Operational Due Diligence service
DWA’s bespoke approach has helped clients identify operational weaknesses potentially detrimental to the success of their investments.
Is NEST setting a benchmark for other DC schemes?
NEST has allocated 5% of assets to private credit and announced its two fund managers for this area. Holly Roach looks at how the provider is leading the way for other schemes
Pension schemes switch investment strategies
The number of pension schemes basing their investment strategy on the funds they will need to cover liabilities in the future has grown by six per cent between 2017 and 2018, research has shown.
DWA reveals master trust fund value-added data
Dean Wetton Advisory has unveiled research analysing the value added by master trust investment strategies, exclusively to PP. Kim Kaveh looks at the findings.
Dean Wetton Advisory working with Bluesky
The risk profiles of many default defined contribution (DC) master trusts need an overhaul as they are mishandling risk, according to Hymans Robertson.