Pension scheme management has become increasingly complex, with trustees, their consultants and scheme administrators facing a number of challenges at both an operational and strategic level.
As priorities shift, with an increased focus on delivering value for money, incorporating more sustainable investment options, and diversifying investment portfolios, schemes are looking for ways to streamline operational processes and simplify change management. At the same time, they are navigating increased governance and reporting requirements as the regulatory landscape evolves.
As a PMI Academy Partner, we recently hosted a webinar to examine some of the current complexities of pension scheme management and consider the solutions that investment only platforms can enable to achieve time and cost efficiencies, support trustees with their fiduciary duties and manage change.
Watch the recording to learn more about:
- Accessing a wider range of investment opportunities through blended and white-labelled fund solutions
- Simplifying operational processes and mitigating risk
- Managing change to minimise out-of-market exposure and impact to members
- Support with governance and regulatory reporting
- Futureproofing your scheme
Our speakers
Jess Williams, Head of Corporate Investment Services
Jess manages the Phoenix Corporate Investment Services team and is responsible for the strategic direction of the investment only platform. Working closely with a number of large DC, DB and Master Trust clients and their consultants, she oversees key propositional and service enhancements to meet the ongoing needs of schemes and their members.
Kieron Snow, Client Relationship Manager
Kieron oversees the entire client journey for a number of DC, DB and Master Trust schemes on the platform, including on-boarding, future fund restructures and ongoing client servicing. Working one-on-one with clients, their consultants and fund managers to establish requirements from the outset, he plays an integral role in supporting them to meet their strategic and investment objectives.