Jonathan Stapleton
Follow Jonathan Stapleton
Articles by Jonathan Stapleton
Latest issue - 5 September 2019
This week's edition of Professional Pensions is out now.
Jim Beam pension scheme moves to bundled DB solution
The Beam UK Pension Plan has appointed Willis Towers Watson to provide actuarial, fiduciary management, consulting and administrative pension services through its bundled OneDB service.
LEBC agrees to stop DB transfer work
National financial advisory firm LEBC Group has stopped offering advice on defined benefit transfers after a review from the Financial Conduct Authority (FCA).
LGPS Scheme Advisory Board chooses Byhiras for cost transparency services
The Local Government Pension Scheme Scheme Advisory Board (SAB) has chosen technology provider Byhiras to develop a platform to ensure that asset managers comply with its cost transparency code.
Incisive Media introduces sustainable wrapping for magazines
Incisive Media has become one of the first B2B media owners to mail its magazines using recycled paper wrappers, replacing single-use plastics.
Will Lovegrove and Ros Altmann step down as KeyPay acquires Pensionsync
Cloud payroll and workforce management provider KeyPay has bought UK-based pension integration platform Pensionsync for an undisclosed sum.
How HSBC is engaging its staff with money
Nick Martindale looks at how HSBC is helping its 40,000-strong UK workforce get to grips with their personal finances.
Q&A: Improving trustee board effectiveness
Jonathan Stapleton speaks to Punter Southall Governance Services director of outsourced pension services Clare Owen about the firm's latest research into the effectiveness of trustee boards.
What is value for money in DC pensions?
It is perhaps inherently difficult to find an agreed definition of value for money, but some methodologies could act as a stopgap, argues Jonathan Stapleton.
Insured self-sufficiency Q&A with Legal & General
Jonathan Stapleton speaks to Russell Lee about Legal & General's new insured self-sufficiency solution.
Latest issue - 15 August 2019
This week's edition of Professional Pensions is out now.
The pathway to retirement income
Joo Hee Lee of Newton Investment Management discusses how schemes need to design investment options to match modern income requirements
Moody's buys RiskFirst
Moody's has announced it has acquired RiskFirst the firm behind the PFaroe analytics platform.
FCA weighs up U-turn to ban contingent charging on DB transfers
The Financial Conduct Authority (FCA) is consulting on plans to ban contingent charging on defined benefit (DB) transfer advice for the second time in less than a year.
PP Investment Awards 2019 - Shortlists published
Here they are… The shortlists for this year's Professional Pensions Investment Awards.
LGPS Central launches EM equity fund
LGPS Central has launched an active, multi-manager emerging markets equity fund.
The challenge of sterling credit shortages in CDI portfolios
Sterling credit assets are in relatively short supply. Sebastien Proffit looks how this can affect scheme CDI strategies.
Latest issue - 25 July 2019
This week's edition of Professional Pensions is out now.
David Fairs: Can sole trustees govern pensions effectively?
In the first of a series of exclusive articles for Professional Pensions, TPR's David Fair's explores the role of sole trustees, outlines some of the regulators' concerns and calls for evidence from the industry.
Balancing speed and security is key to DB transfers
More needs to be done to speed up DB to DC transfers but, as Jonathan Stapleton says, more also needs to be done to protect members.
Latest issue - 18 July 2019
This week's edition of Professional Pensions is out now.
Barnett Waddingham renames fiduciary oversight service and appoints new head
Barnett Waddingham's advisory service for fiduciary management has a new name and leader as part of the consultancy's plans to evolve the offering.
Women in Pensions Awards 2019 - The video highlights
The 2nd Women in Pensions Awards were presented by comedian Viv Groskop at a gala dinner at the Hilton London Bankside on 11 July 2019.
PMI Student Essay Competition: Minimising a loss of financial security
Barnett Waddingham's Chris Burtenshaw was the winner of the PMI's inaugural student essay competition. In his paper, he sets out his ideas as to how schemes can reduce the broader administration and communication risks they face.
Lay trustees still have a role to play in scheme governance
The regulator must not forget the important role of lay trustees as it boosts standards of professionals, argues Jonathan Stapleton.
Women in Pensions Awards 2019 - The Winners
Here they are - the winners of the 2nd annual Women in Pensions Awards...
Latest issue - 11 July 2019
This week's edition of Professional Pensions is out now.
Co-op Pace scheme switches to sustainable DC default
The £11bn Co-operative Group Pension Scheme (Pace) has chosen LGIM's future world multi-asset fund as its defined contribution (DC) default, switching £290m of member assets into the strategy.
How can trustees recession-proof their investment strategies?
From gold to government bonds, there are many instruments trustees can use to protect themselves if a recession hits, says Steven Berkovi
Latest issue - 4 July 2019
This week's edition of Professional Pensions is out now.
GSAM's David Curtis: The CMA got its review 100% right
In the last part of this Q&A series, PP speaks to GSAM's head of UK & Ireland institutional client business, David Curtis, about his views on the CMA's review into the investment consultant and fiduciary management markets, and the results of our joint...
Kevin Wesbroom joins Capital Cranfield as a professional trustee
Capital Cranfield has appointed former Aon senior partner Kevin Wesbroom as a professional trustee.
David Fairs: Why we're pushing schemes out of the market
The regulator is looking to accelerate the consolidation of pension schemes. David Fairs explains why.
Lesley Carline: Where is our future?
The industry seems to be full of the same familiar commentators discussing the same old issues. Lesley Carline argues it is time to give a new generation a chance.
XPS unveils full-year results
XPS Pensions Group has published its final results for the year to 31 March, posting revenue of £109.9m and pre-tax profits of £11.4m.
Video: CDC trustees should undergo fit and proper tests
Association of British Insurers policy adviser Hetty Hughes talks about how CDC should develop.
A liquid alternative?
In Newton Investment Management's latest DC column, Paul Flood considers the role of liquid real assets in default strategies
Latest issue - 27 June 2019
This week's edition of Professional Pensions is out now.
Video: My fears over member outcomes
Laytons partner Jennie Kreser speaks of her concerns over pension outcomes.
Video: The next steps for GMP Equalisation
ITM director Maurice Titley looks at the next steps schemes should take on GMP equalisation.
Schemes must do more to embrace diversity
Rory Murphy says pension funds must do more to embrace and reflect the diversity among their membership.
An evolution of the generations: Why BESTrustees converted into an employee ownership trust
Jonathan Stapleton talks to Alan Pickering about why BESTrustees has converted into an employee ownership trust.
Why trustees need to think about financial sanction checking
Trustees don't usually think about financial sanctions. But Edward Brown says they should be aware of the issue and take steps to minimise risks.
EXCLUSIVE: BESTrustees converts into an employee ownership trust
BESTrustees has converted into an employee ownership trust (EOT) in a bid to broaden the ownership of the business.
A one year old that helps you sleep at night?
AREF explains why real estate investors should care about the association's Quality Mark guarantee of high standards in fund governance.
Latest issue - 20 June 2019
This week's edition of Professional Pensions is out now.
Pension Prophets: The only certainty is uncertainty
PP's Pension Prophets panel - Roger Mattingly, Robin Ellison, Jennie Kreser and Malcolm McLean - will be speaking at PBUK on 25 June. Jonathan Stapleton asks them what's on their mind ahead of the event.
BBS hires Iain Tait to lead launch of London office
Bristol-based BBS Consultants & Actuaries (BBS) has announced it will open a London office later this year to meet increased demand from clients in the South East of England.