NAPF New Guide : Fiduciary Management made simple

12 March 2013 The NAPF has added to their list of ‘made simple’ educational guides available on their website with a new title on Fiduciary Management, written and sponsored by Russell Investments. If you have read the guide or have views on the pros and cons of fiduciary management / delegated consulting, please do leave comments below.

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Making Pension Charges A Little Clearer

06 December 2012 In November 2012, the National Association of Pension Funds published a document: “Pension Charges Made Clear: Joint Industry Code of Conduct” in association with a number of industry trade bodies: the Association of British Insurers, the Investment Management Association and the Society of Pension Consultants.

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The Pensions Regulator speech at NAPF : “Setting the scene for DB in 2012”

18 January 2012 Stephen Soper, Executive Director for DB at the Pensions Regulator, gave a significant speech at the NAPF Trustee conference yesterday. He indicated the desire to provide greater clarity regarding expectations of trustee conduct and the regulator’s own case processes and procedures. His speech : published in full on the regulator’s website (a link is provided below) : focused on the following four areas: Current economic climate and funding of schemes (a statement is to be published in April) Non-cash scheme support De-risking and corporate transactions Transparency The speech is well worth reading. External link

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National Association of Pension Funds : Performance measurement, attribution and risk ‘made simple’ guide

21 October 2011 Yesterday, at their annual conference in Manchester, the NAPF announced the publication of their new ‘made simple’ guide on performance measurement, attribution and risk. This looks to be a really positive development for trustee understanding : I have to caveat slightly as I haven’t yet read the guide. Risk and performance are now inextricably linked in our minds but the area of performance attribution is often not yet paid as much attention as it deserves. It provides a lot of analytical detail into how and why performance was achieved and lost at both the asset allocation and…

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