Training

DC governance

Whilst training for DB trustees is long-established, regular training for DC trustees and governance committees is still an evolving area. At bac we have a wide range of options to support your DC training needs, including online modules and face-to-face workshops.

A key area of training concerns members’ retirement choices and what these mean for default investment strategies. By spending time working through the principles with trustees and sponsors, clients have been well prepared for their next review of investment strategy and/or provider.

For developing communication strategies, training sessions on the market campaigns run by major providers and by the Government can provide useful talking points. The psychology of how we make financial decisions is also helpful in these discussions.

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We have a leading-edge approach to DB trustee training. Our focus is on making training enjoyable and highly interactive

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YourView is our online training and evaluation tool. It can help evaluate the strength of your governance, decision-making, risk framework and advisers

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22 January 2021

In the news over the last week, the Pension Schemes Bill is at the final hurdle, automatic enrolment limits are reviewed, there is new research into trustee decision-making, the FCA sees signs of improvement in DB transfer advice and a full buy-in is completed.

Pensions Arena October 2020

This quarter’s Arena has a summary of our recent Pensions Perspective, “Endgame planning comes of age”, which looked at how long-term funding and investment plans are evolving and why companies are increasingly taking the lead in designing an endgame strategy. It also shows all the usual financial and investment analysis for the quarter ending 30 September 2020.

Endgame planning

Journey plans or glide paths may have been around for a long time but they’re at the heart of the Regulator’s proposed new funding code. In this Pensions Perspective, Leonard Bowman looks at how long-term funding and investment plans are evolving and explains why companies are increasingly taking the lead in designing an endgame strategy for their schemes.

Pensions Arena July 2020

This quarter’s Arena has a summary of our recent Pensions Perspective, “Emerging from lockdown”, which looked at how best to tackle the most common pension issues which companies are currently facing. It also shows all the usual financial and investment analysis for the quarter ending 30 June 2020.

Emerging from lockdown

As we keep hearing, we are living in unprecedented times. However, as we turn our attention to the future, what does the “new normal” mean for defined benefit pension schemes? In this Pensions Perspective, Leonard Bowman considers the most common pension issues that companies are facing and how best to ensure that the company approaches these on the front foot.