The Liability-Driven Investment (LDI) events of Autumn 2022 were unprecedented for the UK pensions industry. Assets widely regarded as being “risk free” saw their value fall by more than half in the space of a week.

Raj Mody is joined by Lauren Brady, Solution Designer in the Client Solutions Group at Insight Investment, and Sam Seadon, pensions investment advisory lead for PwC.

What differentiated schemes that were able to react quickly to the emerging events vs those that did not? And what could pension schemes do to protect against future challenges? Lauren, Sam and Raj share their views in this latest episode of PensionsCast.

For more information on any of the topics covered in this episode, please contact the team:

[email protected]

[email protected]

Learn more about the speakers

https://www.pwc.co.uk/pensions/pensionscast-with-pwc.html

Do Private Equity love or hate defined benefit pension schemes? It can be one of the largest and most volatile liabilities on a company’s balance sheet. Throw in the subjective nature of how you value it and it’s a bugbear when Private Equity are trying to buy or sell companies with DB schemes. The ever-growing volume of legislation doesn’t help.

At the same time, we are seeing private equity backed capital providers looking to actively enter the market for taking on pension schemes. This could be in vehicles like consolidators, or bespoke deals where third party capital provides a buffer to help get a pension scheme into a more secure situation and off their sponsoring company’s balance sheet.

PensionsCast host Raj Mody (PwC Global Head of Pensions) is joined by Michael Clark (CEO of the Pension SuperFund), Steve Kirkpatrick (UK Head of Pensions) and Matt Cooper (pensions insurance and consolidation expert) to discuss the growing range of “end game” solutions for DB pension schemes as well as the challenges in M&A situations.

For more information on any of the topics covered in this episode, please contact the team: 

[email protected]

[email protected] 

[email protected]

Learn more about the speakers https://www.pwc.co.uk/pensions/pensionscast-with-pwc.html

Having an appropriate journey plan is already high on the agenda for trustees and sponsors. With the range of solutions to support journey plans growing rapidly, now is the time to consider if your plan needs reviewing.

Raj Mody hosts a discussion with Swapnil Katkar and Matt Cooper, pension risk transfer specialists, on what a journey plan means and what to consider when developing one.

For more information, please contact the team: 

[email protected]

[email protected] 

[email protected]