Advertise on podcast: Hymans Robertson On...

In this episode, Ross MacLeod is back in the host seat, this time joined by David Walker, CIO, and Chris Arcari, Head of Capital Markets, to give their views on the investment outlook for 2026. Throughout the episode, our experts discuss:  Reflections on investment markets in 2025How key investment themes may play out over 2026Potential risks in 2026Tools for long-term investors to help manage risksHymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.   Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode, Ben Farmer is joined by Simon Jones, Head of Responsible Investment here at Hymans and special guest John Hamilton, Chair of Trustees for the Stagecoach Group Pension Scheme, for a discussion on the unique journey of the Stagecoach pension scheme, recent industry dynamics and the practicalities of this transaction. The conversation offers valuable lessons for trustees and those managing pension schemes in a changing landscape, as they cover topics such as:  Key changes in the pensions industry and specific updates from the Stagecoach scheme over the past year.How trustees have approached their responsibilities and the strategies considered to safeguard scheme members.A deep dive into the transaction process, challenges faced, and solutions implemented. We hope you enjoy listening. If you have any questions, on anything covered throughout the episode, please get in touch. Related content Investment – endgame planning, productive finance and the brave new world for DB pension scheme investment The investment impact of DB schemes choosing to run-on Excellence in Endgames The untapped potential of pensions Foundations - Why Britain has stagnated Fiscal risks and sustainability – September 2024 - Office for Budget Responsibility Chapters:  01.10 – Introduction  01.55 – The growth/pensions relationship and quick history of the Stagecoach pension scheme 06.39 – Pensions industry dynamics and Stagecoach scheme developments in the past 12 months 09.14 – “Preserve, protect, enhance” and trustees exploring their options 13:57 – Practicalities of the Stagecoach-Aberdeen transaction 19.55 – Investment considerations for the framework that’s been put in place 25:08 – Learnings from the process and calls to action for the future 29.22 – Summary and wrap up Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode, Ben Farmer is joined by Ben Fox and Sean Burnard from LawDeb to unpack the concept of pension scheme “run-on”. Together, they explore why this approach is gaining traction, what it looks like from an investment perspective, and the practical considerations trustees need to weigh. From real-world case studies to non-investment factors, this discussion offers valuable insights for schemes navigating their endgame strategy. Throughout the episode, our experts discuss topics such as:  What do we mean by “pension scheme run-on”Why are we talking about this now, and why might schemes want to run-on?What does run-on look like from an investment standpoint?Running on in practice: case studiesNon-investment factors to consider re: run-onRelated content Investment – endgame planning, productive finance and the brave new world for DB pension scheme investment Excellence in Endgames hub

In this episode of Hymans Robertson On... Investment, Jaid Longmore is back in the hosting chair, joined by colleague and fellow Responsible Investment Consultant, Chris O'Bryen to discuss effective stewardship in today's shifting investment environment. Jaid and Chris are joined by Tom Attwooll, Senior Specialist of Asset Owners and Investment Practices at the Principles for Responsible Investment (PRI). Tom brings expertise on how asset owners can respond to the increasing challenge of being an effective steward. Throughout the episode, our experts discuss topics such as:  Recent policy changes, regulatory shifts and their impact on shareholder rights.How asset owners can adapt when asset managers are less able to challenge or influence company management.The concept of systemic stewardship, focusing on system-level risks and opportunities and guidance for asset owners on how to approach this.We hope you enjoy listening. If you have any questions on anything covered in this episode, please get in touch.  Related content Our 2024 Stewardship Code report Engagement: our progress so far Hymans engage Addressing system-level risks and opportunities through responsible investment practice: A technical guide І PRI Guide to effective collaboration engagement І PRI

Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode of Hymans Robertson On... Investment, host Jaid Longmore along with Sanjay Joshi, Responsible Investment Consultant at Hymans Robertson, is joined by Dan Mikulskis, Chief Investment Officer at People's Partnership to discuss the future of ESG investing.  The ESG pushback has been significant across the investment landscape. Its origins, whether ideological, political, or practical have left asset owners at a crossroads. During this episode, our experts discuss:  The origins of the ESG pushback we're currently witnessingTo what extent this pushback is ideological, political or practical.The implications across the investment landscape.We hope you enjoy listening. If you have any questions on anything covered in this episode, please get in touch.  Related content Responsible Investment News and Views - Q2 2025 Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode of Hymans Robertson On..., Kirsty Moffat, Senior DC Investment Consultant, presents the latest DC quarterly round-up. In this instalment, Kirsty discusses: Pension reforms and oversight: The New Pension Schemes Bill introduces mandatory value-for-money assessments, scale targets for master trusts, automatic small pot consolidation, and required default decumulation options. Meanwhile, the new Pensions Commission focuses on retirement adequacy, long-term outcomes, state pension age review, and challenges of an aging population.Industry commitments and standards updates: Seventeen leading DC providers have pledged through the Mansion House Accord to invest at least 10% of their default funds in UK economy-supporting assets by 2030. At the same time, the Retirement Living Standards have been updated to reflect cost-of-living changes, with varying impacts across minimum, moderate, and comfortable lifestyles.Pensions dashboards and market volatility management: Progress continues as pension schemes connect to the dashboard system with regulatory support to aid trustee compliance. Trustees are encouraged to monitor member behaviour, communicate economic impacts, promote guidance-seeking before investment changes, and regularly review investment strategies amid market volatility.Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode of Hymans Robertson On... Investment, Ben Farmer is back in the hosting chair to bring you a mainstay episode in the form of a Capital Markets mid-year update for 2025.  Ben is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson, and Torsten Slok, Chief Economist at Apollo Global Management, to take a look at market movements from the first half of 2025 and discuss what we might expect to see in the second half of the year. Throughout the episode, our experts cover:  How US growth can be likened to a well-known sports brand's swoosh. Recession risks.Market impacts and areas of relative value. An outlook for private market assets. They round off the episode with some practical takeaways: Understanding equity allocations, including exposure to the US and specific sectors. Reviewing currency hedging, given that the US may no longer be the 'safe haven' it once was.Assessing credit exposure. If you have any questions, or would like to discuss any of the topics covered further, please get in touch. Chapters 01.10 – Introduction 02.16 – Quick summary of economic and market developments 2025 to date 04.20 – Key economic themes and “Nike Swoosh” expectations 08.50 – Recession risks and bubble conditions 14.06 – Market impacts and areas of relative value 16.51 – Outlook for private market assets 21.18 – Practical takeaways and implications for asset allocation decisions 23.52 – Summary and wrap up Related content Investment perspectives - July 2025 edition Capital Markets update - Summer 2025 Daily Spark - Apollo Academy Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode of Hymans Robertson On… Retirement, our host Kirsty Moffat is joined by Rona Train for a personal and powerful conversation about preparing for life after work, and why our industry needs to do more to support members as they approach retirement. As Rona prepares to step back after nearly 40 years in pensions, she shares her own retirement journey: the emotional ups and downs, the unexpected life events that shaped her timing, and how financial advice gave her the clarity and confidence to take the next step.Together, Kirsty and Rona explore: The emotional and psychological impact of retiringThe value of tailored support and trusted adviceHow schemes and employers can better prepare members for life beyond workWhether you're running a scheme, advising members, or thinking about your own retirement, this episode is a powerful reminder that support shouldn't stop at the numbers, it should help people feel confident, prepared and in control. Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode of Hymans Robertson On... Investment, our host, Ross MacLeod, is joined by colleagues, David Watson and Sam Hampton for a discussion on the role that credit can play in a pension scheme's investment portfolio. Whether the scheme's objective is buy out, run on, or is still defining its long-term goals, our experts examine the role of credit in each of these scenarios.  Throughout the episode, they'll explore topics like: The role credit can play across scheme objectives.The flexibility and strategic benefits credit can offer.Scheme-specific strategy: why there's no one-size-fits-all approach to credit.  If you have any questions, or would like to discuss anything further, please get in touch. Related content Hymans Robertson On... Investment - Insurance-Linked Securities 101Is it time to re-evaluate your exposure to sterling investment grade?Investment - CDI: The basics and beyond Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

Recorded live at our Pensions and Retirement Conference 2025, this special edition of “Hymans Robertson On…” explores the government's role in improving pensions and building a more inclusive and sustainable system for the future. This episode tackles the big questions facing UK pensions policy, from adequacy and inclusion to long-term resilience, and considers how the next phase of reform can drive meaningful change for millions of savers. With perspectives from across the industry, the panel examines the role of state provision, the need for joined-up thinking, and how government, regulators and the industry can work together to create a system that delivers better outcomes for both today’s and tomorrow’s retirees.  Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this special edition of Hymans Robertson On…, Abhishek Srivastav is joined by Ben Fox, Mhairi Gooch and Mathew Webb to explore how pension schemes can approach their endgame decisions through the lens of risk and reward. The discussion covers a range of strategic considerations – from running on versus buy-out, to evolving regulatory drivers, investment opportunities, and the trade-offs involved in managing surplus. The panel shares insights into how schemes can assess “rewarded” vs “unrewarded” risks, with practical examples of run-on frameworks, insurer pricing dynamics and the role of climate risk in long-term planning. Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

This special edition of Hymans Robertson On… recorded live at our 2025 Pensions and Retirement Conference, explored the trends, challenges and innovations shaping the future of the UK pensions industry. In this session, Lara Desay is joined by James Mullins and Michael Abramson to unpack what’s next for the risk transfer market: a fast-evolving space that has seen record-breaking volumes and increasing complexity in recent years. From supply and demand dynamics to capacity constraints, evolving product options and the growing administration backlog, the conversation offers a candid look at the opportunities and risks facing trustees, sponsors and insurers alike. The panel dives into emerging solutions such as funded reinsurance, the growing role of superfunds, and the critical importance of member experience and insurer selection during the buy-in to buy-out journey.  Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

This special edition of Hymans Robertson On… was recorded live at our Pensions and Retirement Conference 2025, where we explored how pensions can play a greater role in supporting growth, sustainability and prosperity across the UK. In this session, Alison Leslie is joined by Elaine Torrey, Asad Rashid, Martin Dietz and Iain Connatty to examine the opportunities and innovation shaping the future of productive finance. From venture capital and infrastructure to affordable housing and the green transition, the conversation brings to life how pension schemes- both DC and DB - can make a tangible impact without compromising on returns. Packed with practical examples and honest reflections, the panel highlights how collaboration, policy shifts and smarter investment structures are helping overcome long-standing barriers to private market access. The discussion also shines a light on how local investment by schemes like the LGPS is already delivering meaningful outcomes for communities and members alike. Hymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

In this episode of Hymans Robertson On... Investment, our host, Amy Sutherland is joined by fellow colleague, Jaid Longmore, a Responsible Investment Consultant at Hymans Robertson and Helen Price, Co-chair of the Asset Owner Diversity Charter (AODC) to discuss diversity, equity and inclusion (DEI) across the pensions and investment industry.  Throughout the episode, our three experts cover topics such as:  The importance of DEI for investors. How initiatives like the AODC help to advocate for standardisation in reporting and facilitating the process of enagegment.Addressing recent headwinds surrounding DEI and the future of DEI in the pensions and investment industry.We hope you enjoy listening to this episode. If you have any questions or would like to discuss anything further, please get in touch.  Related content Building a more inclusive investment industry with the AODCResponsible Investment News & Views - Q2 2025For more about the AODC, find their website here. New Financial analysis: Women in FinanceBreaking the Class Barrier Recommendations ReportEquality (Race and Disability) Bill: mandatory ethnicity and disability pay gap reporting2024 Edelman Trust BarometerHymans Robertson disclaimer This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson. The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.  Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.