Professional Trustee Insights

Aon's UK Professional Trustee Insights has been designed to bring you our latest updates, research, and helpful reminders, to support you to achieve your pensions and investment objectives. 

Featured in this issue: 

  • Liquid Diversifiers Strategies: Delivering Diversification and Downside Protection
  • Aon’s Pensions Conferences – less than a month to go to the live events!  
  • Economic & Market Outlook - All Change for Investment Portfolios in 2023?
  • Funding Code Webinar  
  • UK Risk Settlement Market: Review of 2022 and Looking Ahead into 2023
  • CDC Focus: The Power of Pooling
  • Meet the team: Linette Newton
 
Liquid Diversifiers Strategies
Delivering Diversification and Downside Protection
In a challenging year for traditional asset classes, Aon’s two liquid diversifiers strategies delivered diversification and downside protection.

The Active Diversifiers strategy invests in hedge funds and relies predominantly on manager skill and was up 6.7% in 2022. The Diversified Alternatives Strategy, which relies on ‘safe haven’ assets, such as gold and the dollar, ended the year flat.

Aon’s Guy Saintfiet, Portfolio Manager responsible for the strategies, discusses his approach in this short video
 
Aon’s Pensions Conferences
Our pensions and investment experts have built a thought-provoking agenda for our upcoming 2023 Conferences. They will cover a range of topical and timely issues, including turning volatility into investment opportunity, risk settlement, CDC and addressing the gender pensions gap – and more.

The events are taking place across the country from 28 February to 28 March and qualify for 4.5 hours CPD. Learn more and register here.
 
Economic & Market Outlook  
All Change for Investment Portfolios in 2023?
In our recent webinar, Aon’s investment experts Calum Mackenzie, Derry Pickford, Maria Johannessen and Hatty Goodwin discussed the outlook for 2023.

Watch the highlights here, and download our recently-published Quarterly Market Outlook
 
Funding Code Webinar
The consultations of the new Defined Benefits Funding Code and Fast Track regulatory approach are over 200 pages long! In a recent webinar, hosted by Matthew Arends and Lynda Whitney, our experts summarised and considered the key aspects from a range of perspectives, including funding, investment and sponsor covenants. Watch it again here
 
UK Risk Settlement Market: Review of 2022 and Looking Ahead into 2023
For pension risk settlement, 2022 was perhaps one of the busiest and most eventful years on record. Our Risk Settlement and Investment experts have reviewed the year that was – and consider the outlook for 2023. 

Their report explores a wide range of topics, including current buy-in and buyout market challenges and opportunities, strategic approaches to buyout and the longevity swap market. 

You can read the report here
 
CDC Focus: The Power of Pooling
Is Collective Defined Contribution (CDC) set to transform the pensions industry? In our latest report, we consider the potential impact for retirement outcomes of CDC as a decumulation solution and how it compares with annuity purchase and income drawdown.

To find out more, please click here.

You may also wish to join our upcoming CDC webinar on 2 March? Register your interest here.
 
Meet the Team: Linette Newton 
We are delighted to introduce our colleague, Linette, who works in our investment practice. Learn more about her specialities and areas of interest here.

To discuss any of the items here, please contact Nick Brinton, Laurence Hargrave, Tamzin Lymath or Wynter Innes.
 
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