Trustee Talk: James Chalk talks covenant

Client director James Chalk joined Asset TV’s Sam Rossiter for their episode that centered on the subject of sponsor covenant. Looking at the recent recording, James commented: “As many schemes move towards their endgame or a run-on structure, there is a danger that sponsor covenant is forgotten about. In this edition of Trustee Talk I […]

Mike Birch talks covenant with Isio

Earlier this month, client director Mike Birch was invited to guest on Isio’s latest webinar, alongside Matt Cooper (Head of Covenant Solutions, Isio) and Jill Forsyth (Covenant Specialist, Isio). During the 25m episode, the three discuss defined benefit (DB) pension schemes, as they look to better understand what The Pensions Regulator’s (TPR) updated covenant guidance […]

The great DB debate

Despite the decision to join a master trust sitting with a pension scheme’s sponsor, the trustee’s view remains important. Pension scheme journeys are a partnership between sponsors and trustees; both wanting the best outcomes for scheme members. As responsible trustees, we need to consider which schemes the master trust approach might be right for and […]