Скачать или смотреть Investing in UK Assets: 2030 Accords Success

In this episode of the Professional Investment Podcast, host Charlotte Moore, is joined by Sofia Perkonigg, trustee director at UBS UK Pension Fund, to explore the news of the recently announced Mansion House Accord.

Sofia reflects on 17 of the UK’s largest defined contribution (DC) pension providers committing to allocating at least 10% of their default funds to private markets by 2030, with at least 5% allocated to the UK. We discuss the implications of this commitment to improve member returns by diversifying portfolios and how this might help the UK economy.

We explain why UK pension schemes are only now allocating to private assets and discuss the practical challenges. She offers a trustee’s perspective on how real estate, infrastructure, private debt and equity could be integrated into the default journey depending on where a member is on their retirement journey.

We also examine how Long-Term Asset Funds (LTAFs) could provide an accessible route into private markets, particularly for small and mid-sized schemes. We examine whether schemes should consider one LTAF provider for all asset classes or pick a selection of best-in-class.

Other topics discussed include:
•⁠ ⁠The structural barriers that have historically prevented DC schemes from accessing private markets
•⁠ ⁠The importance of scale and fee negotiation in ensuring members get value from these investments
•⁠ ⁠How different private assets can support both wealth accumulation and decumulation phases
•⁠ ⁠The urgent need to raise pension contribution rates in the UK, currently lagging behind countries like Canada and Australia

Looking ahead to 2030, Sofia hopes private markets will be a mainstream part of the UK pension landscape which deliver stronger member outcomes and tangible benefits to the national economy.

This is a valuable listen for trustees, fund managers, policymakers, and anyone seeking to understand the evolving world of long-term pension investment in the UK.

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ABOUT THE HOST:

Charlotte Moore is an award-winning journalist and co-founder of Moore Squared Communications. She has spent almost two decades writing about how the UK’s largest investment organisations allocate their capital for a number of different specialist magazines including Professional Pensions, IPE and MandateWire. She started this podcast to increase understanding of how and why the UK’s £3 trillion pensions industry invests its members’ capital to provide the best possible retirement.

🔗 https://lotsmoore.co.uk/

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#Pensions #RetirementPlanning #InvestingForTheFuture #FinancialWellbeing #UKFinance