TPT Retirement Solutions

Our event yesterday, co-hosted with AllianceBernstein, explored the impact of our market environment, new political landscape, and the cost of living on future retirement lifestyles, asking ‘Can defined contribution members achieve a lifestyle that’s aligned with any Retirement Living Standards?’ Expert speakers Inigo Fraser Jenkins, David Hutchins and our DC Director, Philip Smith and Head of DC Distribution Adam Tudor, set the scene with sessions on: - today’s retirement market - the impact of the new economic regime on the pension system - decumulation, and the potential benefits of a seamless member journey Our guests, including employee benefit consultants, advisers and trustees, provided some great insights in the Q&A session facilitated by Marc Cox. If you’d like to discuss these topics with us, and hear how we’re innovating in this area with a lifetime income approach, please contact Adam Tudor.

How do collective defined contribution (CDC) pensions compare to traditional schemes, what are their pros and cons, and could they reshape the future of retirement planning? In her latest ‘In Conversation with…’ podcast, Kimberley Dondo explores the future of CDC pensions with our Chief Client Strategy Officer, Andy O'Regan. Listen at Money Marketing: https://lnkd.in/e5Z8FFvb

An even wider range of investment strategies now available to pension schemes through DB Complete, DB Connect and TPT Investment Management's standalone fiduciary management service.

Congratulations to our latest cohort of graduate trainees, who have just completed their tenth week of intensive pensions administration training with Penny Slade and Kirsty Henfrey. As part of our award-winning training programme, they’ll now join our pensions administration teams to start working on live cases and learning from colleagues at all levels. For the next 16 months, they’ll receive on-the-job and classroom-based training to expand and develop their knowledge. They’ll also have the opportunity to study towards qualifications with the Pensions Management Institute (PMI), starting with its industry-recognised Retirement Provision Certificate. Our trainees have joined us from a range of backgrounds, having studied courses including Economics, Law, and Food Science and Nutrition, and worked in healthcare, recruitment and marketing.

If you’re following the growth of collective defined contribution (CDC), tune into Andy O'Regan's podcast with PensionsAge, for a view of its future role in the pensions space: https://lnkd.in/dPwKYBz If you’d like to talk to us about CDC, you can book a 30-minute meeting by clicking https://lnkd.in/e29rMpia or emailing cdc@tpt.org.uk

The government’s plan to allow companies to access their defined benefit (DB) pension scheme surplus could make run-on a more attractive option, allowing them to invest back into their business and into the broader economy. TPT’s Head of DB Distribution, Jonathan Jackaman, explains the questions that sponsors should ask themselves when weighing up their end-game options, and how TPT’s DB Connect could help: Explore our DB services https://lnkd.in/euuV-qU2 Book a meeting to discuss your DB scheme https://lnkd.in/ekxn22Wk

It’s great to see the team helping to shape the future of stewardship, through its consultation response and attendance at the FRC’s roundtable discussion

Thanks for having us, Hymans Robertson. Watch the webinar now https://lnkd.in/eiQzwfrg for a thought-provoking discussion and viewer opinions on four important questions: - Which key features of CDC are most attractive to you? - What would you need to make CDC work for you and your members? - If an established market existed today how long would it take for your internal decision-making and governance process to move to CDC? - What role do you think CDC schemes will play in the UK private sector pensions landscape in the next generation?

Our defined contribution (DC) member education webinars are always popular, and we’ve added some broader financial wellbeing sessions to this year’s schedule. They’re free to attend and all DC members have now been sent their email invitation with further information and a link to book their place. 5/7 February: Kick start your finances in 2025 13 February: Transform your money mindset 11/13 March: Empowering women financially 26 March: Prioritising your debt Our regular pension planning webinars will restart in the Summer. #webinars #financialwellbeing

We’re actively exploring the development of a collective defined contribution (CDC) scheme. Here’s Andy O'Regan with an opportunity for you to learn more about the CDC framework and to help shape our solution. Book a 30-minute meeting: https://lnkd.in/e29rMpia  Alternatively, you can book a meeting by emailing: cdc@tpt.org.uk