Aon Pensions Podcast

October 2024 – Learnings from our 2024 DC Survey

In 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/dcsurvey24

The FCA Consultation of the Value for Money Framework: https://www.fca.org.uk/publications/consultation-papers/cp24-16-value-for-money-framework

Listen to Aon’s Investment Insights podcast: https://soundcloud.com/investment-insights-podcast/investment-pod-july/s-hdNmUkLHzx4

Email us your topic suggestions, comments and questions to [email protected]

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 Only

Nothing 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 Only

Nothing 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 Sharples

Gareth 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 Only

Nothing 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 decisions

In 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 Code

Read our 2024 DC Pension Scheme Survey Results

Listen to Aon’s Investment Insights podcast

Email us your topic suggestions, comments and questions to [email protected]

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 schemes

In 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/dcsurvey24

Find out more about our risk settlement team: Risk Settlement | Pensions Scheme Derisking | Aon UK

Email us your topic suggestions, comments and questions to [email protected]

In this podcast Aon’s Jennifer Michel and John Harney are joined by colleagues Alice Wilmot, an Associate Partner, and Asif Yusuf, a Senior Consultant, both within Aon’s Covenant and Security Team to discuss how the DB pensions landscape has changed and what this means from a covenant advice perspective.

You will also hear the key pension news from the last month summarised by Jennifer Michel and John Harney.

Further information:

Find out more about Aon’s Employer Covenant Consulting Services: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/covenant-assessment.jsp

Sign-up to Aon’s New DB Funding Code Webinar: contact.aon.com/LP=9068

Email us your topic suggestions, comments and questions to [email protected]

June 2024 – An International Pensions Perspective

In 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-2024

Access the Check your State Pension forecast tool: https://www.gov.uk/check-state-pension

Listen to Aon’s New Investment Insights Podcast: https://soundcloud.com/investment-insights-podcast/investment-podcast-2-1

Email us your topic suggestions, comments and questions to [email protected]

May 2024 – Responsible Investment Trends for Asset Owners

In 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-2024

Read 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-opportunities

Read 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-end

Read 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-trustees

Read the FCA’s scenario analysis guide for asset managers: https://www.fca.org.uk/publication/corporate/cfrf-guide-2023-scenario-analysis-guide-asset-managers.pdf

Watch the PRI’s ‘A legal framework for impact’: https://www.unpri.org/policy/a-legal-framework-for-impact/4519.article

Listen to Aon’s New Investment Insights Podcast: https://soundcloud.com/investment-insights-podcast/episode-1

Email us your topic suggestions, comments and questions to [email protected]