From buy-in to buy-out: why clearing hurdles early is essential

A buy-in is a significant milestone in a pension scheme’s journey for trustees, sponsors, and advisers. However, moving from buy-in to buy-out can be long and complex, involving multiple concurrent projects and for this reason, many stall. Professional trustees must ensure projects run to time and cost and, if not, be ready to have difficult […]
An introduction to healthcare trusts

What are healthcare trusts, and why they are used? Many employers offer healthcare benefits to their employees (and often their dependants), to: support health and wellbeing; reduce absenteeism and therefore increase productivity; make up part of a competitive benefits package. The employer may buy insurance, to manage the variability of cost, and protect against high […]
Shaping Tomorrow: healthcare trusts explained

In our latest Shaping Tomorrow, host Clare Routledge welcomes Jeremy Hill (Client Director and Healthcare Lead, Vidett) and Kevin Gude (Consultant Solicitor, Keystone Law) to the show, ready to share their expertise in employee benefits and group risk. Tune in as we dive into the world of healthcare trusts; exploring their growing presence, as our […]
Vidett’s key themes for 2026

What is it about a new year that’s so exciting? For the first time, as we head into 2026, I asked AI – and that, perhaps, in itself demonstrates how rapidly our world is changing. So here at Vidett, we’re embracing the ‘fresh start effect’ and channelling our ‘collective energy’ to share with you our key themes for 2026. Our key themes reflect the principal areas where we make a difference for our clients, whether it’s helping […]
Congratulations to Becky Wood and Ben Salmons

It was a double celebration for Vidett this week, as Professional Pensions named two of our team winners at one of the pension industry’s most prestigious evenings! Becky Wood was named the Women in Pensions ‘Trustee of the Year’ after accolades including leading our Endgame Solutions team and helping set up the Endgame Perspectives Group, […]
The generation game: ethical investing for Gen-Z

It’s COP30 week, so in our eighth installment of Shaping Tomorrow, host Clare Routledge leads a compelling conversation with our panel of experts; exploring sustainability and the younger generation’s views on their pensions, investments and whether they match their values. Joining Clare in discussion, are: Sam SwinerdMarketing & Communications, Vidett Archie PritchettOperations Analyst, PensionsPay Joe […]
The importance of programme management in delivering endgame

Client Director Shaun Kilcoyne joins Laura McMillan from Hymans Robertson to discuss why effective programme management is essential for pension schemes navigating endgame strategies. Watch below, as they delve into how rising defined benefit (DB) funding levels and growing project complexity have made strategic foresight and strong governance more critical than ever. Their conversation underscores the […]
Vidett Midlands move to new Birmingham office

We’re excited to confirm our Vidett Midlands team have moved to our new office at Five St Philips, Birmingham B3 2PW. Set in the heart of the prestigious Colmore Row district and overlooking Cathedral Square, our new Birmingham base is easily accessible and just a few minutes walk from Snow Hill train station. Pastures new […]
Building better boards: the power of positive psychology

In episode seven of our ‘Shaping Tomorrow’ podcast, our host Clare Routledge orchestrates our latest expert panel on the importance of board effectiveness (BE), and how psychology can be used to help enhance your BE reviews. Joining Clare in discussion are: Alison HatcherHead of Trusteeship, Vidett Nicole Johannessen Associate Director and Board Effectiveness Lead, Vidett Scott […]
F2 Chemicals secure £8m buy-in

As Trustee to F2 Chemicals Limited, we’re delighted to have successfully guided their scheme into an £8m buy-in, with the completion helping secure the benefits of all its scheme members. Acting as the Chair of the Trustees for the scheme, Mark Johnston was thrilled with the outcome: “Working with F2 Chemicals, we are delighted to […]
Micro schemes in maximum focus

At our Endgame Solutions Conference earlier this summer, one of the most insightful sessions turned the spotlight onto a part of the market often left in the shadows: micro schemes. I was pleased to chair the discussion and was joined by a panel of expert colleagues from across the industry, including Adam Davis (K3/Isio), Alma […]
Breaking down barriers: making communications inclusive

We’re now up to episode six of our ‘Shaping Tomorrow’ podcast, with this month’s released during National Inclusion Week. Tune in as host Clare Routledge quizzes our expert panel on financial inclusion, communications around financial information, how they’re received by members and what we can do to make them better and easier to understand. Joining […]
Planning better journeys for buy-ins and buy-outs

Drawing on practical experience from real transactions, let’s take a look at the common pitfalls and key success factors that schemes must consider to deliver smooth, timely, and member-focused insurance transactions in the current market. Ready, set, go! At Vidett’s recent Endgame Solutions Conference at Silverstone, our third session, ‘Beyond Blame – Building Better Outcomes’, […]
A glimpse into the future of UK pensions

Alison Hatcher caught up with Asset TV, as she outlined the shift towards a market of “mega schemes” and the resulting governance challenges. Check out the interview below, where she argues for a new, collaborative mindset within the industry and a focus on acquiring the right skills for trustees to manage this transition and deliver […]
Mike Birch appointed to Scottish Widows Master Trust

Scottish Widows have announced that Mike Birch has joined its Master Trust as a trustee. Mike joins their trustee board that includes Jonathan Reynolds (chair), Joanne Fairbairn, Cheryl Black and Gerald Wellesley. On his appointment, Mike was delighted with the news: “Scottish Widows Master Trust is on an ambitious growth trajectory, so it’s a great […]
The future for professional trustees and their schemes

At the end of May, I had the pleasure and privilege to speak at Professional Pensions Live. The discussion centred on the future of trusteeship, a topic that has come up frequently since I joined Vidett. The Pensions Regulator (TPR) has set out a vision for the future and I am encouraged by its direction. […]
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 […]
Death and pensions: easing the process after passing

In the latest episode of our ‘Shaping Tomorrow’ podcast, this month host Clare Routledge welcomes Alison Coulson to part one of the show, ready to discuss an area close to her heart. Alison’s husband Neil sadly passed in March last year, so she reflects on the positives, challenges and areas that need improvement from her […]
Artificial Intelligence roundtable part 2: threats, opportunities and replacing human expertise

In the first part of our series on artificial intelligence (AI), industry voices Albana, Simon and Duncan helped me explore the different types of AI, it’s impact on the pensions industry both now and in the future and how we’re utilising it at Vidett. This time we’re discussing the threats and opportunities that AI brings, […]
Vidett win Independent Trustee of the Year

Last night we were once again named ‘Independent Trustee of the Year’ at the UK Pensions Awards 2025 gala dinner in London. Retaining the award from our 2024 win, it was all smiles with the accolade representing another fantastic win for the entire Vidett team. On reflection of the brilliant win, chief executive Wayne Phelan […]
Artificial Intelligence roundtable part 1: how is AI impacting the pensions industry?

Love it or loathe it, artificial intelligence (AI) can’t be avoided. But to what extent is it impacting the financial services industry and more specifically, the pensions industry? I’m no tech wizard, but we all have a vested interest in trying to understand AI – and how it can impact our day to day lives […]
My fond farewell

It’s been a great ride for me at Vidett during almost 10 years at the firm. We were originally known as HR Trustees, when I joined the company straight from a career in banking. Back then I was still a trustee of the Bank of New York Hybrid Pension Plan, where I had served for […]
How insurers can support DB members at and through retirement

Earlier this month, Becky Wood (Client Director and Head of Endgame Solutions) was invited to represent Vidett at Just Defined Benefit Solutions’ webinar focussed on understanding how bulk purchase annuity insurers can support defined benefit members as they move through to buy-out and how the FCA Consumer Duty outcomes are achieved. Joining Becky on the […]
Proposed pensions reforms – the missing trustee voice

The Government’s recent announcement outlines plans to double the number of UK pension megafunds by 2030 – aiming for all multi-employer defined contribution (DC) schemes and Local Government Pension Scheme (LGPS) pools to manage at least £25 billion in assets. It marks a significant step forward for the UK’s pensions landscape. As professional trustees, our […]
Looking at Securitised Credit with Asset TV

Client Director Martin Collins was thrilled to join Asset TV for their latest Pension Fund Forum, as they got together in the London studios to explore the role of securitised credit in investors’ asset allocations. Unpacking the evolving role of securitised credits in institutional portfolios, the panel looked at the market outlook, risk-return characteristics, and […]
Shaping Tomorrow: strength in sustainability

We’re delighted to share with you the latest episode of our ‘Shaping Tomorrow’ podcast, as this month host Clare Routledge puts the focus on sustainability. With political momentum shifting away from net-zero and sustainability, those working in the space are in danger of losing motivation and hope. In this episode our panel explore their day-to-day […]
Alison Hatcher joins Vidett as Head of Trusteeship

We’re excited to announce Alison Hatcher has joined us as our new Head of Trusteeship from The Pensions Regulator in May 2025. As an accredited professional trustee and former NED of the PLSA, Alison is known for her passion to drive value for members and challenge the status quo to drive effective change. She has […]
Finding a buy-in for a small scheme

Explaining how we eventually got the best outcome for our scheme through collaboration and a team effort, this case study details the ins and outs of small scheme navigation.
Shaping Tomorrow: collaboration drives success

In episode three of our ‘Shaping Tomorrow’ podcast, our host Clare Routledge puts the spotlight on a project the team have been working on for Volvo Group, that has seen us merge four of their pension schemes together. Joining Clare in discussion this month, are: On the latest episode, Clare commented: “We have been on […]
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 […]
Mark Cliff joins PLSA West Midlands Group line-up

Client Director Mark Cliff joined as a guest speaker at the PLSA West Midlands Group’s in-person event on Thursday 3rd April from 3.30pm – 5.00pm. Taking place in Gowling WLG’s office at Two Snowhill, Birmingham, B4 6WR, the event kicked off with a panel discussion looking at Clara Pensions’ first transactions, with speakers: There was […]
26 years on and feeling proud

This Thursday I am retiring after 26 years of continuous service, starting in administration with Punter Southall, then transferring in 2014 to the trustee business which merged with 20-20 Trustees to become Vidett 2 years ago. I recently heard Heather Small’s ‘Proud’ on the radio, the song asks “What have you done today to make […]
My action-packed week in higher education

This week it’s been all go here at Vidett, where we could be found paying special attention towards the higher education (HE) sector. It’s an area where we have several experts in the field, including myself, our HE lead Mandy Kaur-Sadler, Mike Birch, Rich Ingham and Geoff Winn. It was a particularly busy week for […]
Trustee Talk: Higher Education

Client directors Mandy Kaur-Sadler and Mike Birch were delighted to join Asset TV in their latest episode of Trustee Talk. Hosted by Sam Rossiter, they discussed the different challenges facing those involved with university pension schemes, and how Vidett can help. On the latest episode, Mandy commented “It was good to discuss the headwinds currently […]
Shaping Tomorrow: inspiring women

Our latest ‘Shaping Tomorrow’ podcast is ready for download, as we join Client Director/host Clare Routledge for an International Women’s Day themed episode. This month Clare is joined by a number of guests all from Vidett, as we celebrate achievements, share experiences and discuss changes they’d like to see in the future. On the release […]
Administrator performance reviews

It’s a trustee’s responsibility to ensure that their pension schemes are run as effectively as possible to help achieve the best outcomes for members. Download our case study to find out how we turned an uncertain situation into a positive outcome.
Scotland’s LifeTech innovation: how could pensions be affected?

With a growing ecosystem of companies and initiatives focusing on improving life sciences and healthcare through technology, Scotland has emerged as an innovation hub in an industry now employing over 42,500 people. It’s also one that’s turning over billions in revenue every year, which represents big business locally for Scotland. Boosting Investment for Scotland A […]
Promotions at Vidett

We’re delighted to start our new year off with some exciting announcements, following seven promotions within the team, all in effect from 1 January 2025. With that in mind, our congratulations go out to Claire Chamberlain, Karen Henderson, Matthew Wickett, Rich Ingham and Sarah Swindells, who all become associate directors, whilst Frances Hogan and Katie […]
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 […]
Avimo agrees £50m full buy-in

It was good news all round, with the recent announcement of Avimo and their £50 million full scheme buy-in, securing the benefits of all its 611 scheme members. Acting on the deal with Rothesay and Thales UK, client director Jim Robson was pleased with the outcome: “This outcome has been really positive. from a relative […]
Driving results and savings: reviewing your advisers

Is it me or does personal administration these days feel more complex than ever? In today’s day and age, where everything should be the quickest and easiest it has ever been to do – even the simplest things can still seem like a long, slow, drawn-out burden. Just recently, my personal car insurance was due […]
Death-in-service: Inheritance tax & Budget impacts

Rachel Reeves’ Autumn Budget has aimed to “make the inheritance tax system fairer” by making changes to death-in-service rules and inheritance tax, such as adding tax to unspent pension pots. Will death-in-service payments paid via discretionary trusts be affected when the changes go into effect on 6 April 2027? How will you be affected? We […]
Mark Cliff appointed chair of FMT

Mark Cliff – a Vidett client director – will join joining Fidelity Master Trust (FMT) board in January 2025. Taking over the FMT responsibilities from the departing Kim Nash in April 2025, Mark will bring his focus on large complex defined benefit (DB) and defined contribution (DC) pension schemes. He joins FMT from Legal & […]
Talking endgame: trustee insights and perspectives

As professional trustees, we bring essential skills to all defined benefit (DB) pension schemes and particularly during endgame transactions. This was a hot topic at our ‘Endgame Solutions Conference‘, where myself, Becky Wood, Ben Salmons and Mark Johnston discussed our experiences and insights, alongside the session’s chair, Joanna Carter from XPS. A busy year In […]
Trustee Talk: defined benefit endgame with Clare Routledge

This month, client director Clare Routledge caught up with Asset TV’s Sam Rossiter, ready to discuss defined benefit (DB) pension schemes, and their journey to endgame. Commenting on the latest episode, Clare said “With record levels of DB surpluses come decisions for trustees on how to use those surpluses. In this edition of Trustee Talk […]
Royal London announce £30m buy-in

We were delighted to see Rich Ingham, Phil Williams and Duncan Willsher recently assist Royal London with the successful completion of a £30 million full scheme buy-in for The Retreat York Pension Scheme. Working alongside K3 Advisory, First Actuarial and Wrigleys Solicitors; the transaction was a market first for Royal London, a new entrant to the […]
The bulk annuity market: a new wave

At our Endgame Solutions Conference in May, I chaired an engaging panel discussion titled ‘New insurers entering the market and future outlook’, where I was joined by: Adam Davis, Managing Director at K3 Advisory; Dweenisha Caleechurn, Pensions Director at PwC; Gurbani Swanni Leach, Director at M&G; and Gary Needham, Head of BPA Business Development at […]
Lisa, Amanda & Jacob join Vidett

This month we welcome three new members to our team: Commenting on the appointments, our Chief Executive Wayne Phelan, said: “We are delighted to welcome three new highly experienced team members. Lisa and Amanda bring significant pension expertise having worked in high profile pension roles on a wide range of schemes. Jacob is a skilled […]
Buy-in: a piece of cake

Learn how Mark Johnston and Ben Salmons collaborated at pace – alongside external parties – to help a client by achieve a quicker-than-normal buy-in for their pension scheme.
Trustee Talk: Nick Prouvost talks sustainabilty with Asset TV

Nick Prouvost, client director and member of our sustainability team, recently sat down with Asset TV’s Sam Rossiter to discuss sustainability. Looking back at the session, Nick commented: “It was great to have the opportunity to discuss the importance of sustainability in pension schemes and how trustees can align their investment strategies with long-term sustainability […]
Mike Birch chairs innovation panel at the PMI Annual Conference

In July this year, Client director Mike Birch joined the Pensions Management Institute (PMI) for their Annual Conference 2024, as he chaired one of their breakout sessions entitled ‘Regulatory challenges and opportunities in pension innovation’. The panel saw Mike joined by: Looking back at the panel, Mike commented: “AI provides significant opportunities within the pensions […]
The PLSA: Thames Valley Summer Meeting

Client directors Simon Lewis and Simon Riviere recently joined the Thames Valley PLSA summer meeting, ready to tackle the subject of cyber security. The session, chaired by Simon Lewis, saw Suzanne Burrell join Simon Riviere on the expert panel; exploring how recent cyber incidents in and out of the pensions space, plus regulator guidance, has […]
University of Manchester name Mandy Kaur-Sadler as new chair of trustees

We are thrilled to see client director Mandy Kaur-Sadler has been confirmed as the new chair of the University of Manchester’s trustee board, following the retirement of her predecessor Jon Ferns. Mandy was both delighted and privileged to take on this role; thanking Jon for all his hard work and dedication in the role previously. […]
Vidett win Independent Trustee of the Year!

We were thrilled to be named ‘Independent Trustee of the Year’ at the recent UK Pensions Awards. The win recognises a fantastic year for all, as the winners were announced at Professional Pensions’ gala dinner in London last week. In recognition of the award, our co-chief executive Wayne Phelan commented: “I can speak for everyone […]
The North London PLSA: Annual Workshop

Two members of the team were on the road: Tuesday 4th June, with Simon Lewis and Helen Beckinsale joining the PLSA’s North London group to run a session on the importance of trustee diversity. The day promised to be a content rich one, with an impressive range of speakers and topics as per below: Further […]
Board effectiveness: the jury’s out

I recently had the privilege of exercising my civil duty by serving on a jury. As someone whose day job is to sit on boards and make decisions, this should have been a walk in the park. Instead, I found it an eye-opening exercise in group dynamics, and an extreme lesson in the art of […]
Vidett Endgame Solutions Conference 2024

We’re excited to be holding our Vidett Endgame Solutions Conference in Manchester this May. This year we’ll be hosted by the National Football Museum. This charitable organisation will be giving us the keys to their wonderful home – the iconic Urbis Building – in the heart of Manchester and just a short walk from Manchester […]
Delivering full benefits for Debenhams Retirement Scheme members

The Debenhams Retirement Scheme (the Scheme) received a lot of press coverage when the retailer appointed Administrators. The news that the Scheme trustees have agreed a transaction with Clara Pensions (Clara), allowing the Scheme to exit PPF assessment and for all 10,400 members to join Clara and receive their originally promised pensions in full (along […]
Clara-Pensions and the Debenhams Trustee announce agreement to transfer members of the Debenhams Retirement Scheme out of PPF assessment

14 March 2024: Clara-Pensions (Clara), the member-first consolidator for defined benefit pension schemes, and the Trustees of the Debenhams Retirement Scheme have reached agreement on the UK’s second ever superfund transaction. The 10,400 members of the Debenhams Scheme, which entered the Pension Protection Fund’s (PPF) assessment period in April 2019 following the insolvency of Debenhams, […]
The future of professional trusteeship

What is the future of professional trusteeship? Our head of relationship management Helen Beckinsale addresses this and more in the latest episode of Hymans Robertson’s PITstop series. Hosted by Hyman’s head of strategic relationships, Lisa Whitfield, this episode discusses the state of play for professional trustees amidst increased consolidation of the market, regulatory demand, and ensuring […]
General code series #5 – will the general code improve member communications?

In short, no. But it might be a nudge in the right direction (for some pension trustee boards at least). Why do I say that? Well, the communications and disclosure section in the recently published General Code is not too different from that in the draft and there was very little that was actually new […]
General code series #4 – what are the administration requirements of the general code?

Pension administration has often been viewed as the ‘poor relation’ in the hierarchy of pension trustee relationships, but pension schemes exist to pay members their benefits in accordance with the scheme rules and a trustee’s key responsibility is to safeguard these benefits. So, perhaps it’s not surprising The Pensions Regulator (TPR) recognises pensions administration is […]
General code series #3 – the governing body: board structure and activities

The ‘governing body’, is a term introduced by the general code (the code) to add to an already broad landscape of roles and responsibilities! The code’s definition is as follows: ‘The governing body is responsible for running a scheme. Governing bodies may be trustees or managers of occupational pension schemes, or, in public service pension […]
General code series #2 – where to start?

As noted before, there’s plenty trustee boards can be doing now to begin the next stage of the pension governance evolution. There is time to get it right though, so the important thing is just to start! Pension trustees need to make sure any steps taken to comply with the code should benefit the pension […]
General code series #1 – the governance evolution

As a professional pension trustee I get to hear what a whole raft of scheme advisers are saying to trustee boards about The Pension Regulator’s (TPR) proposed new general code of practice and the related ‘effective system of governance’ (ESoG). At this time, it sounds like we’re dealing with a revolution. The problem is, regulatory […]
The PLSA West Midlands Group

Trustee director Aimee Denham will be joining the Pensions and Lifetime Savings Association (PLSA) for their in-person West Midlands Group event in Birmingham. Taking place on Thursday 1st February from 10am, the event will be tackling various defined contribution topics including CDC. Joining Aimee on guest speaker duties, will be: On joining the event, Aimee said: “I’m […]
Net Zero Investor’s Defined Contribution Forum

Gerald Wellesley, our client director here at Vidett, will be joining Net Zero Investor and their guest list of speakers for their defined contribution forum taking place in London at the London Stock Exchange on Wednesday 31st January. The session entitled ‘What role will LTAFs play in a net zero transition for DC?’ will see […]
Navigating the pension maze: 10 predictions for 2024

As change ripples through the pensions sector, Gillian Graham shines a light on some of the key transformations companies, pension schemes, and trustees could expect in the coming year. With the landscape shifting rapidly, the value of professional trustees will become even more apparent. Appointing experienced professionals to guide your scheme through the uncertainties of […]
Promotions at Vidett

It’s exciting times at Vidett as we announce several new promotions within the team. Our congratulations go out to a number of the team, with Geoff Winn promoted to Client Director, Alison Pearson and Shay Owode becoming Associate Directors, and Anne-Marie Blyth, Kat Gruenewald and Kate Barette are now Managers too. In the technology team, […]
Mike Birch to join Vidett from The Pensions Regulator

We’re delighted to announce Mike Birch will be joining us as a client director in April 2024 from The Pensions Regulator (TPR). His role with Vidett will see him move into professional trusteeship with a primary focus on defined benefit (DB) schemes with employers experiencing distress or undergoing corporate transactions. Mike has spent over eleven […]
Why diversity is crucial to trustee effectiveness

Our co-chief executive, Naomi L’Estrange will be on the virtual road, as she joins Danny Vassiliades and XPS, for their webinar on the topic of Diversity and Inclusion on Trustee Boards. Taking place on Wednesday 29th November (3pm to 4pm), the panel will be discussing why diversity is important, and how trustee boards can become more inclusive […]
University of Birmingham: Business, Finance and Consultancy Fair

We were delighted to attend the University of Birmingham’s career networking event in October; taking place on campus, we set up a stand ready to have a chat with students who may be interested in a career in pensions with us. We had lots of interest in the stand, as Tom Stockley and Davinder Sira […]
Achieving efficiencies across multiple pension schemes

This case study shows how we, as an independent trustee and scheme secretary, improved both cost and time efficiency for a client with four separate defined benefit (DB) pension schemes. This included streamlining our client’s trustee boards and delivered noticeable benefits for the company, trustees and members.
How a leading commercial bank benefits from using a healthcare trust

Businesses are increasingly using healthcare trusts to provide medical benefits for employees. This case study looks at an international bank that’s used a healthcare trust for over 15 years and shows how well it works for them.
Shoosmiths on TAP: the later stages of a risk transfer project

Trustee Director Becky Wood recently spoke to Shoosmiths on TAP for their latest episode on risk transfer. In episode two of the risk transfer series hosted by Suzanne Burrell (Partner, Shoosmiths), Becky joins Adam Davis (Managing Director, K3 Advisory) on the panel focusing on the later stages of a risk transfer project. They discuss what […]
Capturing investment opportunities

Our first ever Risk Transfer Conference bought over 200 professionals from the industry together at Villa Park. The day was made up of various panels, including one with representatives from Isio, Legal and General, Linklaters and Cardano. The session looked at how we can capture different investment opportunities in the run up to a transaction, […]
Cracking the code: don’t give up now!

The anticipation surrounding the general code of practice (the code), formerly known as the single code, has been met with delays and name changes, with its publication expected in spring 2023, which has not transpired. When the code is published it will be one of the largest changes in occupational pensions in decades and trustees […]
Rising Star Awards 2023: finalists announced!

The finals for this year’s Rising Star Awards have been released, and once again it’s fantastic news for Vidett, with two of the team in contention! This year there are 14 categories designed to celebrate all of the talent in our pensions industry. The first of our nominees – Shay Owode is up for ‘Rising […]
What do trustees need to know about the ‘Mansion House Reforms’?

The recent ‘Mansion House’ speech by the Chancellor of the Exchequer, Jeremy Hunt, introduced a series of reforms aimed at empowering the financial services sector to improve pension and investment returns for people in the UK. These changes also aim to increase the supply of investment capital to support the growth of high-potential businesses across […]
Master trust selection & transition

This case study displays how we helped a pharmaceutical company with a hybrid scheme select and then move to a DC master trust. Our trustee training and four stage selection process allowed our client to select the master trust that best suited their scheme’s needs.
Equity, diversity & inclusion (EDI) Q&A

Sarah Booth is joined by Kelly Newton, Pensions Manager at Samworth Brothers, for a Q&A on all things EDI. In March we ran an EDI training session for the Samworth Brothers trustee board. Watch this video to find out Kelly’s experience of attending the session. Get in touch with Simon Lewis to see how Vidett […]
Cyber security & data protection

How are pension trustees dealing with cyber security & data protection following the pandemic? The recent cyber incident that impacted Capita’s systems on 31 March 2023 is a timely reminder for all pension trustees/trustee boards to take stock of their IT security and data protection policies. The loss of personal member data from a cyber-attack or […]
Gloomy retirement

Stuart Southall recently wrote to The Times regarding pension adequacy, automatic enrolment and pension contribution rates. The letter was published in the national newspaper on Friday 21 April. “Sir, You report (Apr 20) that the Institute for Fiscal Studies has enlisted Lord Darling of Roulanish and David Gauke to take a fresh look at pension […]
Benefitting from outsourced pensions management

More and more employers are choosing to outsource their pension manager role, as are pension trustees for their scheme secretary role. This case study looks at how one of our clients took this route, combining both roles in one person. It also covers the benefits the company and pension trustees gained from having this type of easy, cost effective access to pensions expertise.
Is your DC pension default fund meeting employee needs?

Default funds are the investment ‘vehicle’ a member’s contributions (both their own and their employer’s) will be paid into automatically if the member hasn’t made their own choice of fund. With most DC pension members invested in the default, Suzi Lowther highlights 6 key questions trustees and governance committees should ask to ensure their default […]
After the pandemic: How are trustee board meetings working now?

Vidett Associate Director Kerry McDermott has been speaking to Professional Pensions about how trustee board meetings have changed over the past few years. In the piece with Jasmine Urquhart, Kerry discusses the changes she has seen since the world was shaken by the global pandemic back in 2020. Commenting on the piece, Kerry added: “It […]
Promotions at Vidett

We’re celebrating a number of recent promotions at Vidett! With that in mind, we’d like to send our congratulations out to four of the team. James Chalk has been promoted from Associate Director to Trustee Director, whilst Chérilyn Lamonby, Natalie Parfitt and Nick Ward have all been promoted from Senior Trustee Consultants to Associate Directors. […]
How pension data can help in workforce planning

When it comes to workforce planning, most people wouldn’t naturally turn to pensions data. In this REBA article, Suzi Lowther discusses how insightful pensions data can be. Read the article here