How technology is helping professional trustees


Our previous articles on the future of professional trusteeship looked at regulation, diversifying strategies and resourcing needs. All the firms we spoke to recognise the need to be more efficient, especially as demand grows and budgets tighten. Views vary on how to achieve efficiency, but technology emerges as a key enabler. Professional trustees see AI as particularly important for data management, simpler processes and help with decisions.

DB superfunds: from niche solution to £180bn market

As more pension schemes enter their endgame, defined benefit (DB) superfunds are emerging as a compelling alternative to traditional bulk annuity insurance transactions. Market confidence in DB superfunds has been boosted by five high-profile transactions completed by Clara Pensions. Clara’s recent transaction with the Church Mission Society Pension Scheme, in particular, has demonstrated how making use of a ‘connected covenant’ structure can open up the market to a broader range of schemes than was previously thought possible.

Geopolitics: Understanding the shifts behind the headlines

Exploring how geopolitical dynamics are evolving, what they may mean for markets and how wealth portfolios can be positioned through periods of heightened uncertainty. Geopolitics has been firmly back in focus at the start of 2026, with events involving Greenland, Venezuela and Iran featured prominently in the news. These developments can feel fast moving and unpredictable. But while headlines change rapidly, the forces shaping global politics tend to evolve more slowly

Raising standards of trusteeship and governance

 

Lifestyle Actuary

Dalriada Trustees Limited (Dalriada), one of the largest providers of professional trustee services to pensions schemes in the UK, has today announced the appointment of Sarah Brough as a professional trustee.

Lights Camera Actuary

For the next few months Zoe Bolton will be talking to the senior actuaries in these firms, getting a brief insight into their career paths and visions for the future. This month Zoe interviews Shil Patel the UK Managing Director at Dynamo Analytics

Travelling Actuary

This month's Travelling Actuary takes us to the iconic Boston to experience New England at it’s very best.

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