Fiduciary management roundtable

A panel of trustees and providers discuss how and why schemes can use fiduciary managers

clock

Fiduciary management has seen a marked growth in recent years. According to KPMG's 2012 Fiduciary Management survey, the full delegation market stood at in excess of £23bn at the 30 June last year, equating to 2.4% of pension scheme assets - and some commentators believe the number of schemes using such strategies could double over the coming years.

This roundtable - conducted in association with BNP Paribas Investment Partners - discusses some of the issues surrounding fiduciary management and answers some of the questions faced by trustees.

In particular, it discusses the rationale for using a fiduciary manager, the services on offer, costs, how to choose a manager, implementing a solution, partial delegation, solutions for smaller schemes and concludes with some key points for trustees.

More on Risk Reduction

£175bn DB surplus recorded last month, according to PwC

£175bn DB surplus recorded last month, according to PwC

Low Reliance Index which tracks 5,000 corporate DB schemes measured 119% funding ratio

Jasmine Urquhart
clock 10 July 2025 • 2 min read
FTSE 100 scheme surpluses hold firm at £50bn, LCP finds

FTSE 100 scheme surpluses hold firm at £50bn, LCP finds

LCP analysis sees funding levels at 118% as endgame developments ‘continue at pace’

Jasmine Urquhart
clock 10 July 2025 • 1 min read
Rothesay completes £400m refinancing for Unite Group

Rothesay completes £400m refinancing for Unite Group

Loan secured against a portfolio of 23 PBSA assets located across 15 cities in the UK

Jonathan Stapleton
clock 09 July 2025 • 1 min read
Trustpilot