Aon Pensions Podcast

Reaching your final destination: A transaction and beyond

In the final podcast in our series on the Journey to Settlement, Karen Gainsford speaks to John Baines of Aon and Rhian Littlewood of Phoenix Group about the point in a scheme’s journey towards settlement when they are likely to be ready to transact. When should schemes request insurance quotations if aiming for buyout? What are the potential savings available for a fully prepared scheme? And where should the focus be after a transaction? The discussion includes interesting examples and some top tips.

The results of our recent survey are now available here - https://www.aon.com/unitedkingdom/retirement-investment/risk-settlement/journey-to-settlement.jsp

If you would like to receive a personalised report and benchmarking report we would be happy to talk to you about the findings, to put them into context for your own scheme: please contact your Aon consultant or email us at [email protected].

June 2021 – Focusing on ESG and Implementation Statements

In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.

This month Ricky is joined by Aon’s Kate Charsley and Gareth Doyle to discuss some of the investment issues currently facing trustees, including the looming deadline for Implementation Statements and aligning ESG policies with those of the sponsoring employer.

Further information:

Register for Aon’s Risk Settlement conference – 29 June 2021

https://retirement.aonunited.com/LP=4644?elqTrackId=7EEE86C8D5B25DE16B48D65B68F7B6C8&elq=c8a0cc96fec1491daa13a2798d4b7109&elqaid=16844&elqat=1&elqCampaignId=

Making sure you have a full tank of fuel: Asset preparation along the journey

In the third podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Aon’s investment experts Lucy Barron and Ross Mitchell about actions you can take, and things to keep in mind, when preparing your assets on your journey to settlement. The discussion includes interesting examples and some top tips at the end.

The results of our recent survey are now available here - https://www.aon.com/unitedkingdom/retirement-investment/risk-settlement/journey-to-settlement.jsp

If you would like to receive a personalised report and benchmarking report we would be happy to talk to you about the findings, to put them into context for your own scheme: please contact your Aon consultant or email us at [email protected].

Planning your route: Strategy and efficient governance

In the first podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Michael Walker at Aon and Hugh Creasy at BESTrustees about the end game targets available to schemes, and the steps trustees and companies should take to ensure they start their journey to settlement heading in the right direction. The discussion includes interesting examples and some top tips at the end.

The results of our recent survey are now available here - https://www.aon.com/unitedkingdom/retirement-investment/risk-settlement/journey-to-settlement.jsp

If you would like to receive a personalised report and benchmarking report we would be happy to talk to you about the findings, to put them into context for your own scheme: please contact your Aon consultant or email us at [email protected].

In the second podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Andrew Cooper and David Bunkle to find out what member options and support for decision making can be made available through pension schemes, how this compares with options following settlement, and how the concept of a “member journey” is an important part of your journey to settlement.

The results of our recent survey are now available here - https://www.aon.com/unitedkingdom/retirement-investment/risk-settlement/journey-to-settlement.jsp

If you would like to receive a personalised report and benchmarking report we would be happy to talk to you about the findings, to put them into context for your own scheme: please contact your Aon consultant or email us at [email protected].

May 2021 – Focusing on supporting members on financial matters

In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.

This month Ricky is joined by Aon’s Madalena Cain and Dyfan Jones to discuss the new guide from the FCA and TPR on how trustees and employers can provide support to members on financial matters without needing to be subject to FCA regulation.

Further information:

Complete Aon’s Global Responsible Investment Survey 2021 - https://sg.aon.nl/s3/GRI-2021?utm_source=INV-Q3-RI-Survey

Register for Aon’s DC Week – 14-17 June 2021 - https://retirement.aonunited.com/Aon_DC_Week

April 2021 – Focusing on TPR’s new consolidated Code of Practice

In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.

This month Ricky is joined by Aon’s Susan Hoare and Sarah Butlin to discuss The Pensions Regulator’s long-awaited consultation on bringing ten of its existing Codes of Practice together into a new consolidated Code

The final podcast in our series on Aon's DC pension and financial wellbeing employee research 2021 looks at getting retirement right. What are pension members expectations vs. reality? John Foster is joined by Ben Roe and James Collier to discuss options around member advice at retirement and how to help schemes meet these challenges.

We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at [email protected].

The fourth podcast in the series on Aon's DC pension and financial wellbeing employee research 2021 looks at investing for the right pension outcomes. John Foster speaks with Jo Sharples and Chris Inman about developments in investment strategies to help members to achieve better outcomes at retirement, as well as addressing the growing focus on responsible investment and maximising achieving investment returns in volatile markets.

We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at [email protected].

We would be happy to talk to you about the findings, to put them into context for your own employees and pension scheme members. We can also help you to understand where you and your employees need to take action to ensure their retirement savings remain on track. Download the report now, contact your Aon consultant or email us at [email protected].

March 2021 – Focusing on cyber risk

In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.

This month Ricky is joined by Aon’s Paul McGlone and Vanessa Jaeger to discuss their new report on the state of cyber risk in the pensions industry, which is based on data collected from over 100 schemes.

Further information:

Link to DC Survey report [http://aon.io/3p8gt4Z]

Link to DC Survey podcasts [https://www.aon.com/unitedkingdom/retirement-investment/defined-contribution/dc-podcasts.jsp]

Link to Cyber Scorecard survey [http://www.aon.com/cyberscorecard]

Link to Cyber Scorecard report [https://www.aon.com/getmedia/41b2a419-6864-49e6-976d-6bb2bcf9bc7a/Aon-Retirement-Solutions-Cyber-Scorecard-Report-2021.aspx]