The Broadcast

Our hosts Simon Kew and David Brooks are joined by Chris Curry to discuss all things PPI, from the Lifetime Provider Model analysis to challenges associated within the Pensions Industry as well as Pensions Engagement.

Host David Brooks is joined by Louisa Harrold from Zedra, Andy Palmer from BDO and our very own Chris Rice to chat through the decision making for trustees approaching buy-out and the use of insurer covenant reviews in that process.

It’s the first episode of 2024 and our hosts David Brooks and Simon Kew are joined by Carolyn Saunders, Partner at Dentons. In this episode, we discuss a variety of important topics that have been hitting the pensions trustee agenda throughout the past few months including the General Code, Funding Regulations, Productive Finance, and Pension Commission.

In this episode our host Simon is joined by special guest Chloe Taylor, the first CEO of Quietroom. We discuss how to communicate with members, understanding metrics to predict how a message will land and the occasionally blurry line between guidance and advice.

Our hosts David and Simon are joined by Professional Trustee Sarah Brennan, from Dalriada Trustees, to discuss recent developments in EDI and how Trustees can address this.

This time David is joined by Kim Gubler and Lesley Carline directors at KGC, two legends of pensions administration who have championed the cause, give their thoughts in a wide ranging discussion on administration. Essential listening for those working in administration and Trustees

This time our host David Brooks is joined by Kim Muddimer, a Professional Support Lawyer at Shoosmiths, to discuss some interesting recent Pensions Ombudsman cases and their implications for conflicts of interest and governance, governance, governance.

In this episode our host David Brooks is joined by Donna Walsh Head of Master Trust at Standard Life and David Pye a Client Consulting Director at Broadstone. We discuss the journey and future of Master Trust schemes and the challenge of Value for Members.

Our hosts David Brooks, Head of Policy and Rachel Meadows, Head of Pensions & Saving at Broadstone host another conversation. This time we have a wide ranging conversation with our first returning guest Margaret Snowdown OBE to talk the latest on PSIG's Guidance and also reactions to Budget 2023 and Pensions Dashboard. Rachel also busts the myth that people can be too old to start a pension. A...

In this episode our hosts David and Rachel are joined by the legendary Margaret Snowdon OBE to talk about the latest on pension scams, including the latest work from the Pension Scams Industry Group and the government to fight scams. This is the first of two planned conversations with Margaret with a second being arranged for a little later this year. Margaret also helps bust the myth that a pensi...

This time our hosts David and Rachel are joined by Steve Charlton who is Head of DC & Solutions for EMEA/Asia at SEI, a master trust provider. We discuss SEI's latest research on the concept of pension ownership as a route to better member outcomes. You can read the research in full here: https://www.seic.com/sites/default/files/2022-12/Creating%20an%20ownership%20mindset%20with%20DC%20members...

This time our hosts David and Rachel are joined by Broadstone's Head of Administration Gavin Giles to talk all things admin. They talk about the challenges facing administration, the range of career options and Broadstone's recent Professional Pensions' survey success. Finally Gavin helps us to bust the myth that good administration is easy.

In our sixth episode of The Broadcast our hosts Dave and Rachel are joined by Jonathan Bland - Head Geek at Pension Geeks - for a lively discussion about the upcoming Pension Awareness Campaign and the launch of the brand new Pension Engagement Season. Amidst cost of living and inflation pressures, we consider whether pension engagement is still important to have on the agenda. Our Myth of the Mon...

Our fifth episode of The Broadcast see our hosts Rachel and Dave tackle the issue of high inflation and the cost of living crisis and their combined impact on pensions and savings. We’re also joined by Danny Meehan Head of Workplace at Cushon. As usual we also bust our myth of the month which this time is that Pensions are boring! You’ll want to listen to that for a burst of positivity about pensi...

Following a short break our podcast on pensions and savings has returned. In Episode 4 of The Broadcast our hosts Rachel Meadows and David Brooks are joined by Chris Halewood, Trustee Director from 20-20 Trustees, for a wide-ranging discussion on the member communication challenge. Rachel and David also discuss the impact the war in Ukraine on pension savers and pension schemes. Our Myth of the Mo...

In Episode 3 of The Broadcast our hosts Rachel Meadows and David Brooks are joined by Kim Jones, pensions lawyer from Freeths, to talk about Merger and Acquisitions and the pension considerations. Rachel and David also discuss the impact of inflation and the National Insurance increase and discuss the Myth of the Month “Annuities are rubbish”.

In this episode David and Rachel are joined by Nick Brazier, Senior Corporate Benefits Consultant at Broadstone, to discuss the challenge of youth when it comes to pension saving. Our hosts also talk about The Pension Regulator's Diversity Strategy, and the ‘Myth of the Month’ looks at whether pensions can be lost.

In this episode David and Rachel are joined by Marc Devereux, Head of Investment Consulting at Broadstone, to talk about ESG. Our hosts also talk about auto-enrolment for multiple jobholders and pension scams. In addition, the 'Myth of the Month' looks at state pensions.