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Welcome to Hymans Robertson On. In this podcast we’ll be covering a broad range of topics from pensions, savings, technology, insurance, responsible investment, financial education and much more. Founded in 1921, Hymans Robertson is one of the longest established independent actuarial firms in the U…

Hymans Robertson LLP


    • May 27, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 25m AVG DURATION
    • 141 EPISODES


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    Latest episodes from Hymans Robertson On...

    What's Next For The Risk Transfer Market? Pensions and retirement conference - Episode 142

    Play Episode Listen Later May 27, 2025 41:20


    This special edition of Hymans Robertson On… recorded live at our 2025 Pensions and Retirement Conference, explored the trends, challenges and innovations shaping the future of the UK pensions industry.In this session, Lara Desay is joined by James Mullins and Michael Abramson to unpack what's next for the risk transfer market: a fast-evolving space that has seen record-breaking volumes and increasing complexity in recent years.From supply and demand dynamics to capacity constraints, evolving product options and the growing administration backlog, the conversation offers a candid look at the opportunities and risks facing trustees, sponsors and insurers alike. The panel dives into emerging solutions such as funded reinsurance, the growing role of superfunds, and the critical importance of member experience and insurer selection during the buy-in to buy-out journey. Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Building Britain: Can Pensions Drive Productivity & Deliver Return? Pensions and retirement conference - Episode 141

    Play Episode Listen Later May 23, 2025 44:39


    This special edition of Hymans Robertson On… was recorded live at our Pensions and Retirement Conference 2025, where we explored how pensions can play a greater role in supporting growth, sustainability and prosperity across the UK.In this session, Alison Leslie is joined by Elaine Torrey, Asad Rashid, Martin Dietz and Iain Connatty to examine the opportunities and innovation shaping the future of productive finance. From venture capital and infrastructure to affordable housing and the green transition, the conversation brings to life how pension schemes- both DC and DB - can make a tangible impact without compromising on returns. Packed with practical examples and honest reflections, the panel highlights how collaboration, policy shifts and smarter investment structures are helping overcome long-standing barriers to private market access.The discussion also shines a light on how local investment by schemes like the LGPS is already delivering meaningful outcomes for communities and members alike.Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation.Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Building a more inclusive investment industry with the AODC - Episode 140

    Play Episode Listen Later May 20, 2025 34:30


    In this episode of Hymans Robertson On... Investment, our host, Amy Sutherland is joined by fellow colleague, Jaid Longmore, a Responsible Investment Consultant at Hymans Robertson and Helen Price, Co-chair of the Asset Owner Diversity Charter (AODC) to discuss diversity, equity and inclusion (DEI) across the pensions and investment industry. Throughout the episode, our three experts cover topics such as: The importance of DEI for investors. How initiatives like the AODC help to advocate for standardisation in reporting and facilitating the process of enagegment.Addressing recent headwinds surrounding DEI and the future of DEI in the pensions and investment industry.We hope you enjoy listening to this episode. If you have any questions or would like to discuss anything further, please get in touch. Related contentBuilding a more inclusive investment industry with the AODCResponsible Investment News & Views - Q2 2025For more about the AODC, find their website here. New Financial analysis: Women in FinanceBreaking the Class Barrier Recommendations ReportEquality (Race and Disability) Bill: mandatory ethnicity and disability pay gap reporting2024 Edelman Trust BarometerHymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Future of DC Pension Design, Delivered Today - Pensions and retirement conference - Episode 139

    Play Episode Listen Later May 14, 2025 41:43


    This special edition of “Hymans Robertson On…” explores the future of DC pension design, recorded live at our Pensions and Retirement Conference 2025.In this session, Kathryn Fleming, James Smith, Eve Reid, and Matthew Blakstad share their insights on what it takes to create more flexible and inclusive retirement options. From hybrid models and personalised guidance to smarter data use and innovative scheme design, the conversation covers the critical shifts needed to improve outcomes for millions of savers.With practical ideas and strategic reflections, this discussion offers a clear view of what can be done now to build a brighter financial future for all.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    DC Quarterly Round-up - May 2025 - Episode 138

    Play Episode Listen Later May 9, 2025 7:21


    In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty covers the key developments shaping the defined contribution landscape this quarter, including:The proposed DC oversight reforms and what they could mean for schemes and governance structures.Updates on the FCA's drive to improve member outcomes and its implications for providers.Changes to pension tax relief, auto-enrolment thresholds, and what schemes need to be aware of.Highlights from The Pensions Regulator's 2024 survey of trust-based DC schemes, and what the results tell us about current scheme standards and challenges.Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Achieving Adequate Retirements - Pensions and Retirement Conference 2025 - Episode 136

    Play Episode Listen Later May 6, 2025 43:32


    This special edition of “Hymans Robertson On…” explores what it will take to achieve adequate retirements in the UK, recorded live at our Pensions and Retirement Conference 2025.In this session, we move beyond the statistics to examine the real barriers and real opportunities when it comes to helping people secure decent retirement incomes. From life-stage engagement and scheme design to the evolving roles of DB, DC and CDC, our panellists share candid insights on the future of adequacy in a changing landscape.We explore how employers and providers can support better outcomes through inclusive benefit design, guided financial support, and smarter use of contributions and surplus. With practical ideas and policy reflections, this conversation focuses on what we can do now to improve financial security for the millions of savers who need it most. Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - An interview with John Dickson: Lessons learned in 30+ years in UK pensions and investment

    Play Episode Listen Later May 5, 2025 38:49


    In this episode of Hymans Robertson On... Investment, our host Ben Farmer, sits down with Hymans Robertson's former Senior Partner, John Dickson, to chat through his career in UK pensions and investment. While giving a whiste-stop tour of his career highlights, John takes the time to chat through:Memorable client journeys, taking opportunities and the lessons learned along the way. The key moments that shape UK pensions - past, present and future. Leadership, good governance and the importance of doing the right thing. Making a difference for your clients, colleagues and communities. He also gives a brief outline of what his own retirement is shaping up to look like.We hope you enjoy listening.If you have any questions on anything covered in this podcast then please get in touch. Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    AI: The Good The Bad and The Reality- Pensions and Retirement Conference 2025 - Episode 135

    Play Episode Listen Later Apr 30, 2025 29:00


    This special edition of “Hymans Robertson On…” explores the reality of artificial intelligence in pensions, recorded live at our Pensions and Retirement Conference 2025.In this session, we cut through the hype to examine the true potential, and true risks, of AI across the pensions and retirement landscape. From efficiency gains and smarter decision-making to ethical challenges and regulatory uncertainty, our panellists share candid insights on what AI means for the future of our industry.We explore how AI can enhance member outcomes, the importance of transparency and governance, and the practical steps schemes and providers should be taking today to prepare for tomorrow. With real-world examples and a focus on responsible innovation, this conversation separates the promise from the pitfalls.Whether you're enthusiastic about AI or still weighing its impact, this episode offers a balanced and thought-provoking discussion on how to navigate the opportunities and realities of emerging technology.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    The Big Picture in Pensions - Pensions and Retirement Conference 2025 - Episode 134

    Play Episode Listen Later Apr 23, 2025 46:59


    This special edition of “Hymans Robertson On…” explores the big picture in pensions, recorded live at our Pensions and Retirement Conference 2025.From the evolving role of DB schemes to the urgent need for investment-led growth, this episode dives deep into the economic, regulatory and demographic forces shaping the future of pensions.Our panellists unpack the legacy of de-risking, the risks of over-concentration in gilts and credit, and the opportunity for pension funds to play a central role in driving national growth. With a focus on mindset shifts, surplus reinvestment, and more ambitious approaches to long-term capital, this conversation is a call for collective action and fresh thinking.Whether you're wrestling with big strategic questions or looking for a sharp take on policy trends, this episode provides a thought-provoking discussion on how we secure sustainable outcomes for savers.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation.  Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Local Investment with impact - Episode 133

    Play Episode Listen Later Apr 17, 2025 30:06


    On this episode of Hymans Robertson On... Investment, host Ben Farmer is joined by Iain Campbell from Hymans Robertson and guest Paddy Dowdall, Assistant Executive Director at Greater Manchester Pension Fund (GMPF) for an insightful discussion on local and impact investing.Throughout the episode, they give insight into: Why local investment is more important than ever.What it means to invest with impact.Striking a balance between risk and return, and the importance of due diligence. Drawing on his extensive experience, Paddy shares real examples from GMPF's local investment journey, the lessons learned and offers practical tips for others looking to make a meaningful difference through their investment strategy.If you have any questions, or would like to discuss anything further, please get in touch.Related content:Paddy's LGC Investment Seminar session - What does local investing actually mean? Local Investment in the LGPS - policy briefing noteLGPS Investment outlook 2025Investment Perspectives - How to create impactUnwrapping productive finance - what is productive finance and why should you care about it?Unwrapping productive finance - how do we make productive finance a success?If you have any questions, or want to discuss things further, please get in touch.Time stamps:01.07 – Introduction and why investing locally matters more than ever02.36 – Defining local and impact investment07.16 – Which asset classes are involved10.46 – Balancing risk/return and the importance of due diligence18.49 – Examples of GMPF's local investment in practice and Paddy's “risk cube”22.04 – Lessons for local investing from GLIL25.04 – Key takeaways and top-tips for successful local investing 28.06 – Summary and wrap up

    Creating a Legacy - Pensions and Retirement Conference 2025 - Episode 132

    Play Episode Listen Later Apr 15, 2025 56:39


    Recorded live at our Pensions and Retirement Conference 2025, this special edition podcast brings you the energy, ideas and insights from an event that brought together voices from across the industry. Join us as we speak to a range of hosts and delegates, capturing their reflections on the standout moments, most talked-about topics, and key takeaways from the day.From fresh thinking on pension design to the evolving role of schemes in supporting better retirements, this episode explores how the industry is working to create a meaningful and lasting legacy for savers. Whether you attended the event on the day or are catching up on the discussion, tune in for expert commentary, practical insights, and new perspectives on the future of retirement. Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Insurance-Linked Securities (ILS) 101 - Episode 131

    Play Episode Listen Later Apr 8, 2025 22:11


    In this episode of Hymans Robertson On... Investment, host David Watson is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson, and Sidney Rostan, Head of Insurance Linked-Securities at SCOR Investment Partners to dive into insurance-linked securities (ILS) with a focus on catastrophe bonds (cat bonds). In this episode, our guests explore:What are catastrophe bonds and why invest? (2:30)The types of natural catastrophes covered and the evolution of the market. (6:37)The impact of recent catastrophe events on the market. (10:38)How does the ILS market cope with climate change? (14:11)We hope you enjoy listening. If you have any questions or would like to discuss anything further, please get in touch.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Hymans Robertson On... Navigating DEI in Risk Benefits and Retirement - Episode 130

    Play Episode Listen Later Mar 24, 2025 33:01


    In this episode, our host Hannah English, Head of DC Corporate Consulting at Hymans Robertson, is joined by Jeffrey Fox, Strategic Consulting Lead at Lockton, to explore the evolving role of diversity, equity, and inclusion (DEI) in pensions and risk benefits. Together, they discuss:How corporate DEI ambitions are shaping reward and benefits strategies.The impact of regulatory changes, including the EU Pay Transparency Directive.Practical steps companies can take to reduce inequalities in pension provision.With DEI becoming a central theme in corporate strategy, this conversation looks at how businesses can align their pensions and benefits approach with their broader DEI goals - while balancing cost, compliance, and employee expectations.

    Understanding Longevity - Weighing up the impact of obesity drugs - Episode 129

    Play Episode Listen Later Mar 12, 2025 36:39


    Investment - Key responsible investment themes for 2025 - Episode 128

    Play Episode Listen Later Feb 21, 2025 22:30


    In this episode of Hymans Robertson On... Investment our host Amy Sutherland is joined by Mhairi Gooch and Chris O'Bryen to talk about all things responsible investment in 2025.During the podcast, our experts discuss: Achieving net-zero and the importance of building a climate transition action plan to turn ambitions and targets into clear steps.Navigating the anti-ESG backlash.Responsible investment priorities for the coming year.If you have any questions or would like to discuss anything further, please get in touch. Related content Net-zero in the LGPS - 'Articulating ambition and navigating the journey' on-demand webinarResponsible Investment News and Views - Q1 2025Responsible Investment mission statementHymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    DC Quarterly Round-up - February 2025 - Episode 127

    Play Episode Listen Later Feb 3, 2025 9:09


    In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses:The Mansion House speech and Autumn Budget.The FCA's proposals to enhance targeted support for savers.Recent developments in Collective Defined Contribution (CDC) schemes.The regulators shift towards more predential regulations.New research findings on improving pensions engagement.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail.  The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Key DB Investment themes for 2025 - Episode 126

    Play Episode Listen Later Jan 20, 2025 39:10


    In this episode of Hymans Robertson On… Investment, our host Ben Farmer is joined by Hymans Robertson's Elaine Torry, Co-Head of Trustee DB and Chris Arcari, Head of Capital Markets as they look in to 2025 and the key themes for DB investment.During this packed episode, our experts discuss: Key market movements in 2024 and what to expect from the global economy in 2025.Key market driven events and what trustees should do as a result.Recent gilt yield moves.Tight credit spreads and the importance of diversficiation. Equity market concentrations.Property markets and foundations of recovery. Private market assets and productive finance for DB schemes End game planning and factoring your funding improvememt into your investment strategy. Responsible investment in practice: putting your data to good use. Additional resourcesCapital markets update - Winter 2025 Market brief - December 2024 Excellence in endgame hubDB pensions key themes 2025Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - The implications of prevailing global equity market concentrations - Episode 125

    Play Episode Listen Later Dec 18, 2024 23:19


    In this episode of Hymans Robertson On... Investment, our host David Watson is joined by Oriana Mezini, Senior Investment Research Consultant here at Hymans Robertson and Alexander Philipps from Longview Partners for a discussion on equity market concentrations.During our podcast, our experts share:An overview of the current level of concentration in global equity markets.A look back at prior periods of high concentration, discussing similarities and differences. Merits of and challenges that investors may face with passive market-cap equity market exposure. Alternative approaches that can help investors address concentration risks.If you have any questions or would like to discuss anything further, please get in touch. Additional resourcesInvestment Perspectives - August 2024 

    Understanding Longevity - The ILC's healthy ageing and prevention index - Episode 124

    Play Episode Listen Later Dec 12, 2024 35:08


    Investment - Deforestation - what might it mean for future investors? - Episode 123

    Play Episode Listen Later Dec 4, 2024 32:48


    In this episode of Hymans Robertson On… Investment, our host Amy Sutherland is joined by Tom Prince, Investment Associate Consultant at Hymans Roberston and Pei Chi Wong from Global Canopy for a discussion on deforestation and what it might mean for future investors.During the podcast, our experts discuss:How deforestation links to wider biodiversity and climate issues.What investors can do to play their part in reducing deforestation and protecting biodiversity.Additional resourcesDeforestation guidance for the pensions sector.Information on the deforestation free transition plan.If you have any questions or would like to discuss anything further, please get in touch. Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment – end game planning, productive finance and the brave new world for DB pension scheme investment - Episode 121

    Play Episode Listen Later Nov 8, 2024 54:35


    In this episode of Hymans Robertson On... Investment, our host Ben Farmer is joined by Elaine Torry, Head of DB Trustee Investment at Hymans Robertson, and John Hamilton, Group Taxation Director at Stagecoach Group plc, for a discussion on endgame, how DB shcemes can invest in productive finance and DB scheme investment.During the podcast, our experts discuss: What we mean by 'productive finance'Productive investmentWhat does it mean in practiceIf you have any questions, or would like to discuss anything further, please get in touch.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    DC Quarterly Round-up - November 2024 - Episode 120

    Play Episode Listen Later Nov 5, 2024 10:05


    In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses:The pensions review under the first phase of the new Labour governmentThe FCA's initiation of a new value-for-money framework for DC schemesUpdates on pension dashboardsConcerns around pension adequacyKey developments for Master TrustsThe FCA's latest data on the retirement income marketRelated ContentLabour's Pension Review – Terms of referenceThe FCA's new VFM frameworkThe Pensions Dashboard – Compliance and enforcement policy‘Act now on pensions dashboards so we don't have to' blog  GOV.UK One Login – identity service provider Pension adequacy concerns – IFS reportNew Master Trust policies – more information on the regulator's websiteFCA's latest data on the Retirement income marketMore Info on pension dashboard staging dates can be found on the UK government website hereThe PDP's new progress report summarising its activity over the last six months and looking at the areas it is going to focus on in the coming months which can be found hereFurther information from Hymans on pension dashboards can be found hereDisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Understanding Longevity: AI in Longevity - Episode 119

    Play Episode Listen Later Oct 2, 2024 22:54


    Ross Murray and Nicola Torley are joined by Rose Commander from HannoverRe's Life and Health Digital Business Accelerator, to discuss the ways in which AI can support actuarial insurance and reinsurance, as well as some of the risks and challenges of using AI.

    How has DC oversight grown and what will it look like in the future? - Episode 118

    Play Episode Listen Later Sep 11, 2024 29:17


    In this episode of Hymans Robertson On... we discuss the evolution of DC oversight and what the future holds for it. We'll be exploring:Technological support for good governance.Alignment of corporate objectives with DEI and ESG.The future of DC oversight for retirement provision.If you'd like to hear more about the benefits of setting up a pension oversight group or improving how your oversight group currently operates, please get in touch.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Taking the dive - how can investors tackle marine issues - Episode 117

    Play Episode Listen Later Aug 29, 2024 39:09


    In this episode, our host Amy Sutherland is joined by André Ranchin, an Investment Consultant at Hymans Robertson, and Will Oulton, from Oulton ESG, for a discussion on marine biodiversity. During the podcast, our experts:Take a deeper dive into all things marine biodiversityThe blue economyWhat it might mean for investorsHymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Understanding Longevity - Vapes - Episode 116

    Play Episode Listen Later Aug 5, 2024 32:04


    In this episode of Hymans Robertson On... Understanding Longevity, our hosts Ben Johnson and Nicola Torley are joined by Nicky Draper, a medical researcher at Crystallise Ltd for a discussion on the topic of e-cigarettes and their impact on health and mortality rates.

    Investment - Resilience in Property – leading with Environment and Social values - Episode 115

    Play Episode Listen Later Jul 31, 2024 37:51


    In this episode of Hymans Robertson On... our host, Mostafa Nasim, presents his first podcast episode in our investment series, and is joined by Steven Grahame, Senior Investment Research Consultant at Hymans Robertson, and Kevin Aitchison, Managing Director and Head of Europe at Savills Investment Management.In this podcast, Mostafa and our guests have a discussion on the future Resilience in Property, leading with Environment and Social values, highlighting some of the key challenges and risks that clients should be considering regarding their property portfolio allocation.   If you have any questions on anything discussed during this podcast, please get in touch.Hymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    DC Quarterly Round-up - August 2024 - Episode 114

    Play Episode Listen Later Jul 30, 2024 7:24


    In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses:Changes to DC Pension Schemes under the New Labour GovernmentThe new anti-greenwashing legislationLatest updates on Pensions DashboardNews from across the pensions provider marketRelated ContentWe have set out our new ‘wish list' for the new Pensions Minister here.Further details on what we expect to be included in the Pensions Schemes Bill can be found in our 60 second summary.More information on pension dashboard staging dates can be found on the UK government website.The PDP's new progress report summarising its activity over the last six months and looking at the areas it is going to focus on in the coming months can be found here.Further information on pension dashboards can be found here.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Capital Markets mid-year update 2024 - Episode 113

    Play Episode Listen Later Jul 19, 2024 35:39


    In this episode of Hymans Robertson On... our host, Ben Farmer, presents our mid-year Capital Markets episode, and is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson and Stephen Jones, Global Chief Investment Officer at Aegon Asset Management.For this episode, we got together at our podcast producer's studio, Whoosh, for our first in-person podcast! During the podcast, we discuss the key market events of 2024 so far, look forward to what the rest of the year might hold, and discuss the implications for institutional investment portfolios.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Climate scenario modelling - Episode 112

    Play Episode Listen Later Jun 25, 2024 36:16


    In this episode of Hymans Robertson On... our host, Amy Sutherland, is joined by Sanjay Joshi, Responsible Investment Consultant from Hymans Robertson and Dr Jesse Abrams, Postdoctoral Research Fellow from Exeter University. Listen to our podcast, as our experts discuss the evolution and future of climate scenario modelling, and what it could mean for investors.Please see our podcast jargon buster here for more on the different terms you may hear used throughout. DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 25 June 2024. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    DC Quarterly Round-up - May 2024 - Episode 111

    Play Episode Listen Later May 8, 2024 8:02


    In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses:The Spring Budget and the main takeawaysThe Retirement Living Standards (or the RLS)Abolition of the lifetime allowanceThe General Code of PracticeThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Putting the G in ESG, the importance of workplace culture final - Episode 110

    Play Episode Listen Later Apr 26, 2024 30:08


    In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Simon Jones, Head of Responsible Investment at Hymans, and Annabel Gillard, International Advisory Council Member from the Institute of Business Ethics (IBE). During the episode, we look at putting the 'G' in 'ESG' (Environmental, Social and Governance), workplace culture and what Trustees can do to capture culture in their decision making.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 15 April 2024. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Key themes for private markets in 2024 - Episode 109

    Play Episode Listen Later Apr 2, 2024 28:04


    In this episode of Hymans Robertson On... our host, Ben Fox, presents the latest episode in our investment series, and is joined by Penny Cochrane and Linda McAleer, both Senior Investment Research Consultants at Hymans Robertson.During the episode, our experts discuss the key trends for private markets in 2024, looking at:Challenges facing UK property marketsDebt vs equityNatural capitalHymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 02 April 2024. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Understanding Longevity - Fireside chat on the CMI model - Episode 108

    Play Episode Listen Later Mar 21, 2024 34:24


    In this episode of Hymans Robertson On... Understanding Longevity, Hande Love is joined by Nick Chadwick from Club Vita for a firesdie chat on the CMI model. They discuss various elements of the model including the latest data and a number of the parameters.

    Investment - Responsible Investment in 2024: Focusing on what matters - Episode 107

    Play Episode Listen Later Feb 28, 2024 36:31


    In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Simon Jones, Head of Responsible Investment and Mhairi Gooch, Senior Responsible Investment Consultant at Hymans Robertson.During the episode, our experts discuss:Responsible investment (RI) in 2024What's next for RI, including COP 28Stewardship and the stewardship codeIf you have any questions on anything discussed in this podcast, please get in touch.Hymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 28 February 2024. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Episode 106 - Inflation in Health Insurance

    Play Episode Listen Later Feb 7, 2024 16:19


    In this episode of Hymans Robertson On... Natanya Taylor and Dharshini Navaratnam discuss the impact of high inflation on health insurers and how organisations can manage or mitiagate inflationary impacts.

    DC Quarterly Round-Up - February 2024 - Episode 105

    Play Episode Listen Later Feb 6, 2024 8:35


    In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty discusses implications for pension schemes following the Autumn Statement, pensions dashboard programme, abolition of the lifetime allowance and the latest news from the pensions provider market.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Key investment themes for 2024 - Episode 104

    Play Episode Listen Later Jan 22, 2024 33:23


    In this episode of Hymans Robertson On... our host, Ben Fox, presents the latest episode in our investment series, and is joined by Elaine Torry, Co-Head of Investment Trustee DB and Chris Arcari, Head of Capital Markets.During the episode, we discuss key market events from 2023, what this might mean for 2024 and the key themes that should be on trustees' radar for 2024 as a result. Hymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 28 November 2023. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - CDI: The basics and beyond - Episode 103

    Play Episode Listen Later Dec 15, 2023 30:21


    In this episode of Hymans Robertson On... our host, Penny Cochrane, presents the latest episode in our investment series, and is joined by Sam Hampton, Senior Investment Consultant, and Anne-Marie Morris, Head of Defined Benefits Solutions Strategy at Legal & General Investment Management (LGIM). Listen to our podcast, as our experts discuss:What we mean when we say CDIExploring CDI for your strategy, and what you need to look atCDI lanscape todayHymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 28 November 2023. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Biodiversity and natural capital - Episode 102

    Play Episode Listen Later Dec 8, 2023 34:03


    In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Andre Ranchin, Investment Consultant at Hymans Robertson and Ann Meoni, Senior Sustainability Analyst at Abrdn.In the advent of the Task Force on Climate-related Financial Disclosures (TCFD), you may have heard of the upcoming Task Force on Nature-related Financial Disclosures (TNFD). Whilst there's some expectation that investors may start disclosing in line with TNFD in the future, the time for action is now. During this episode, we discuss biodiversity and natural capital, and identify some of the steps asset owners may wish to take to integrate nature and biodiversity considerations into investment strategy and journey plans.Hymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 28 November 2023. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Impact of a high inflationary environment on life insurers - Episode 101

    Play Episode Listen Later Nov 29, 2023 13:19


    In this episode of Hymans Robertson On... we discuss the impact of a high inflationary environment on life insurers. We are delgihted to welcome Dan Diggins, Head of international markets at Hymans Robertson. Thanks for listening.

    DC Quarterly Round-Up - November 2023 - Episode 100

    Play Episode Listen Later Nov 2, 2023 7:44


    In this episode of Hymans Robertson On... Kirsty Moffat, Senior DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty looks at the changes to auto-enrolment provision, the financial conduct authority's investment pathways, changes to the investment governance landscape and decumulation within the DC pensions provider market. DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Understanding Longevity: Pension risk transfer and longevity assumptions in the Netherlands - Episode 99

    Play Episode Listen Later Nov 1, 2023 38:55


    In this episode on Hymans Robertson on... Understanding Longevity we are joined by Stijn Hoeksma and Joroen Bogers from the consulting firm Sprenkels. We discuss the recent challenges to the Dutch pensions and setting longevity assumptions in the Netherlands.

    Investment - Book club with Jenny Segal - Episode 98

    Play Episode Listen Later Oct 31, 2023 41:25


    In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Calum Cooper, Partner at Hymans Robertson and Jenny Segal, Author.During this book club episode, we discuss Jenny's recent books, covering the importance of workplace culture, making hybrid working work in the pensions industry and how trustees, advisors and asset managers can work together to ensure boards are as effective as possible.DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 11 October 2023. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Impact investing - Episode 97

    Play Episode Listen Later Oct 11, 2023 39:58


    In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Sanjay Joshi, Responsible Investment Consultant at Hymans Robertson and Kieron Boyle, Chief Executive of the Impact Investing Institute.During this episode, we discuss impact investing, how it differs from ESG, what is considered an impact investments and more.

    Solvency UK consultation - Episode 96

    Play Episode Listen Later Oct 10, 2023 22:24


    In this episode of Hymans Robertson On... Nick Ford is joined by Nicola Kenyon and Bob Tyley to summarise and discuss the key changes proposed by the recent Solvency UK consultation paper.

    Getting the most value from your DC pension provider - Episode 95

    Play Episode Listen Later Oct 3, 2023 11:48


    In this episode of Hymans Robertson On… Rachel Haggarty, DC Consultant is joined by colleague, Claire Roarty, Head of DC Provider Relations, to discuss the importance of reviewing your DC pension scheme provider. During this episode, we discuss why it's important for schemes to review their pension provider; how often a scheme should review their current arrangement; and the process of moving to another provider.

    Investment - UK equities: structurally unfit or simply unloved? - Episode 94

    Play Episode Listen Later Sep 12, 2023 30:19


    In this episode of Hymans Robertson On... our host, Penny Cochrane, presents the latest episode in our investment series, and is joined by Oriana Mezini, Senior Investment Research Consultant at Hymans Robertson and Iain McCombie, Head of UK Equities at Baillie Gifford.During this episode, we discuss UK Equities, and whether they are underappreciated in today's portfolios. DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at 23 August 2023. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    DC Quarterly Round-up August 2023 - Episode 93

    Play Episode Listen Later Aug 11, 2023 7:44


    In this episode of Hymans Robertson On... Kirsty Moffat, DC Investment Consultant, presents our latest DC quarterly round-up. In this instalment, Kirsty looks at the implications of the Chancellor's Mansion House Speech for pension schemes, the importance of diversity and inclusion and the joint Government-Regulator response to the proposed Value for Money Framework.This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at the date of issue. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

    Investment - Capital markets mid-year update - Episode 92

    Play Episode Listen Later Jul 31, 2023 44:42


    In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson and Gavyn Davis, Chairman at Fulcrum Asset Management.During this episode, we discuss the key market events of 2023 so far, a look at what the rest of the year might hold, and a discussion on the potential risks that could knock things off course in the short term.DisclaimerThe information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.

    Understanding Longevity - Assumptions for insurance companies and pension schemes - Episode 91

    Play Episode Listen Later Jul 20, 2023 43:36


    In this episode of Hymans Robertson on... Understanding Longevity, Ben Johnsons is joined by Mark Cooper from Rothesay, Mark Sharkey from Club Vita and Helen Wells from Hymans Robertson to discuss how pension schemes and insurers may have different approaches to longevity.

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