September 24, 2015 | Posted in In the news | By

Helen Morrissey finds that Trustee boards stand to gain a lot by adopting a more challenging stance with their advisers

At a Glance
•Concerns have been raised that trustees are not challenging their advisers enough.
•Advisers should be able to deliver key points of strategy in a way trustees can understand.
•Trustees should question whether the investment strategies they are put into are right for their specific scheme.

“Speaking at the Professional Pensions Defined Contribution (DC) conference, The Pensions Regulator’s executive director of DC Andrew Warwick-Thompson reiterated concerns that trustees may not be managing their advisers effectively”

Such an approach can also pay dividends when it comes to implementing new investment strategies according to Clerus founder Henrik Pedersen. Like Wilding, Pedersen believes advisers need to make it clear to their clients why certain investment strategies have been chosen as well as highlighting the conditions under which the strategy might come under pressure.

To read the full article from Professional Pensions please click here:

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