Ceri Jones
Case StudiesMaterial Impact ensures pension investment plan aligns with sustainability ethos
Material Impact is a marketing and PR firm based in London, whose experience includes 61 clients in five continents, ranging from JP Morgan and $130 billion fund administrator Crestbridge to the Institute of Neurodiversity and Imperial College Business School. Established in January last year, it has eight members of staff, ...
Case StudiesITM switches to master trust to ease burden and boost engagement
Independent data consultancy ITM switched from a group personal pension (GPP) to a Cushon master trust in January 2021.
Case StudiesThe Caravan and Motorhome Club plans full pensions communication schedule for 2022
The Caravan and Motorhome Club Pension Plan was established in 2009 and now has around 1200 active members. The club pays double the employee’s contributions up to a maximum of 15%. Pensions manager Sarah Reynolds has planned a series of monthly communications this year, with the help of provider Aegon ...
Case StudiesWatergate Bay Hotel group provides pension scam information and support for staff
Watergate Bay Hotel group has used trust-based drawdown scheme Crystal since 2014. As well as Watergate Bay Hotel and Beach Retreats on the North Cornwall coast, the employer runs Another Place, The Lake in the Lake District and its newest hotel, Another Place, The Garden in Hampshire.
Case StudiesTesco focuses on pension scheme members' retirement outcomes
Pension scheme managers face a mountain of pressing regulatory work such as preparing data for the pension dashboards and new environmental, social and governance (ESG) reporting challenges, but there is a risk that this can divert attention from the day-to-day monitoring of a scheme’s providers.
Case StudiesACCA opens up conversations with female employees around pensions
The Association of Chartered Certified Accountants (ACCA) accredits and supports a global community of 227,000 members and 544,000 future members. The organisation is headquartered in London and has around 1,400 employees in 44 countries with around 950 in the UK.
Case StudiesMorgan Sindall adds ESG funds to pension scheme following staff survey
Morgan Sindall retirement savings plan is a trust-based arrangement with around 5,000 members. In 2019, the employer surveyed its member’s views on responsible investment, looking at the importance of this both in their day-to-day lives and with regards to their retirement savings. Almost a third (30%) of members responded, and ...
Case StudiesCarter Jonas engages staff with pensions through regular communication
The Carter Jonas pension and investment plan was established with Hargreaves Lansdown in 2014. There are currently 686 members. The default fund is the Schroder Managed Balanced fund, but engagement is good and 22% select their investments.
