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Commentary, press releases and research from the DWA team on DB and DC strategy, risk transfer, ESG and stewardship.
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#DeanWettonAdvisory was pleased to act as broker on the £11m buy‑in completed by Cartwright Pension Trusts, securing the benefits of 87 members.
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Read our full article on how transparency shapes #DWA’s conflict‑of‑interest model — from its origins in 2013 to its evolution today. Link in the comment below. #InvestmentGovernance #StewardshipMatters #TransparencyInPractice
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As retirement drawdown becomes an increasingly important part of DC outcomes, understanding how different strategies respond to market volatility is critical.
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DWA Brokers £11m Buy‑In for Manufacturing Firm
Conflicts of interest are not an abstract governance concept. They are real, structural forces that shape decisions, incentives and outcomes. More than a decade ago, Dean Wetton Advisory (DWA) articulated this truth in a presentation that drew on one of the most powerful governance case studies of our time: NASA’s Challenger and Columbia inquiries.
The Power of Transparency: Managing Conflicts of Interest
Conflicts of interest are not an abstract governance concept. They are real, structural forces that shape decisions, incentives and outcomes. More than a decade ago, Dean Wetton Advisory (DWA) articulated this truth in a presentation that drew on one of the most powerful governance case studies of our time: NASA’s Challenger and Columbia inquiries.
Investing Through Heightened Uncertainty
In June 2026, Dean Wetton Advisory (DWA) contributed a high‑level perspective to the View from The Society of Pension Professionals (SPP)’s column in the Pensions Age publication, offering trustees a concise view on how to navigate…
How DWA Engages with Managers
At Dean Wetton Advisory (DWA), we believe that meaningful engagement with investment managers starts with clarity. Effective engagement requires clear goals, a collaborative approach and a credible plan of action if outcomes fall short. For many pension schemes, stewardship is not exercised directly. Instead, clients rely on their investment managers to vote and engage with issuers in a way that reflects the scheme’s beliefs and long-termobjectives.
Celebrating Employee Ownership Day 2026: How DWA Is #OwningIt
Today, on 19 June 2026, we join the UK’s employee owned community in celebrating Employee Ownership Day (EO Day). As a partner of the Employee Ownership Association (EOA), we unite behind this year’s bold theme #OwningIt, recognising the role each of us plays in strengthening employee ownership and amplifying its impact for employees, businesses, communities and the wider economy.
A Smarter LDI for a Smaller DB Universe: Setting the Standard for Stability
Defined Benefit (DB) pension schemes are becoming increasingly rare. According to the UK Pension Protection Fund’s Purple Book 2025, the number of private-sector DB schemes has fallen from around 7,800 in 2006 to just 4,840 today, with the majority now closed to new members…
ESG in Practice: Turning Stewardship into Strategy
Environmental, Social and Governance (ESG) integration has moved far beyond a regulatory requirement. For trustees and pension scheme managers, the challenge is to embed ESG principles into investment beliefs, governance frameworks and long-term strategy.
Strategy First: Moving Beyond Performance Metrics in Pension Reviews
For years, trustees have worked within a familiar rhythm: a major strategy review every three years, tied to regulatory requirements for the Statement of Investment Principles (SIP). In practice, this often means that conversations focus more on manager performance than on forward-looking strategy. process to make strategy the centrepiece of trustee discussions.
Risk Transfer, Bulk Annuity & Consolidator Advice Solutions: A Comprehensive Guide
The UK Defined Benefit (DB) pension risk transfer market is set for another record-breaking year. In 2024, insurers completed nearly 300 buy-in and buy-out transactions, generating over £47 billion in premiums. For 2025, industry forecasts point to £50 billion in bulk annuity deals and a further £20 billion in longevity swaps.
Navigating Risk Transfer: Trustee Considerations in 2025/26
A More Inclusive Approach for Pension Schemes The UK bulk annuity market recorded over £47.6 billion in transactions in 2024, reflecting growing momentum among Defined Benefit (DB) schemes seeking de-risking opportunities. Yet behind the headline figures lies a persistent imbalance: smaller schemes, particularly those under £100 million, often struggle to access insurers on fair terms.
Finding The Value in Value for Member Assessments
Value for Members (VFM) refers to the overall value that Defined Contribution pension scheme members receive from their investments, considering costs, returns and service levels. VFM assessments are regulatory requirements that ensure members of pension schemes receive fair value for their investments.
Opinion Piece by Pete Osthwaite: DWA Unveils Master Trust Performance Comparisons
DWA Unveils Master Trust Performance Comparisons. Pete Osthwaite asks just how much master trust value is added because of high equity allocations?
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