The mallowstreet Trustee Survey & Report in association with the PMI, PLSA, APPT & AMNT is back!
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On average over 150 pieces of new content are published from across the industry per month on mallowstreet. Members get access to the latest developments, industry views and a range of in-depth research.
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mallowstreet is proud to announce the return of the Trustee Survey & Report. Together with the Pensions and Lifetime Savings Association (PLSA), the Pensions Management Institute (PMI), Association of Professional Pension Trustees (APPT) and the Association of Member Nominated Trustees (AMNT), the annual survey offers trustees a voice on the biggest issues facing the industry.
With 200 responses to our inaugural survey and over 500 downloads of the free public report, the Trustee Survey & Report is one of the largest studies of its kind.
Since our first survey, the trustee landscape has dramatically shifted, with the pandemic and Brexit dominating the macro environment. Together with growing pressures on trustees to plan for net zero and fears building around covenant risk, the role of a trustee has never been more complex.
The mallowstreet Trustee Survey takes 15 minutes to complete and offers a forum where trustees can share their experiences and views anonymously.
If you would like to see our previous report, click here.
Maggie Rodger, co-chair of the AMNT, said the survey will prove invaluable in planning the right support and advice for pension trustees.
“The AMNT exists to provide support and advice for members in their trustee responsibilities. This survey will help us to see how best to respond to the needs of members as we move forward from the recent challenging times for pension schemes. We encourage all trustees to take part and we look forward with interest to see the results.”
Gareth Tancred, Chief Executive Officer of the Pensions Management Institute, said: “mallowstreet’s new Trustee Survey and Report is extremely exciting and we are thrilled to be associated with it. The PMI is dedicated to raising standards in the pensions industry, and the survey’s findings highlight the major themes for achieving this. We are certain that this represents a significant step forward for our industry.”
The Pensions and Lifetime Savings Association’s Head of Membership Engagement, James Walsh, believes that this research will give trustees insights which will further the industry.
“Trustees really value being able to see how their counterparts at other schemes are tackling common challenges, and the mallowstreet Trustee Survey is a key tool in helping them to do that. The PLSA is pleased to support this vital research and we will be encouraging trustees across all our members to get involved with it.”
Nita Tinn, Chair of the Association of Professional Pension Trustees (APPT), commented:
“In recent years, the role of the professional trustee and therefore the skills required by practitioners have evolved significantly. This includes new regulations and TPR’s increased focus on governance, as well as requirements for TCFD disclosures and the increased necessity to put ESG at the core of investment strategies. These changes are positive, and this new survey will provide further insight into how trustees across the industry are adapting and developing their skills to address them. As the representative body for professional trustees, the APPT is working hard to raise standards across the industry through our accreditation programme and PCST code of practice, which ensure trustees have the skills they need to embrace this new landscape.”
Stuart Breyer, CEO of mallowstreet, said the focus will be on enabling trustees to protect benefits in these difficult times.
“The pandemic has thrown so much noise into the system, the trustee survey could not be happening at a more impactful juncture. It’s essential trustees are listened to by the broader industry as they work to safeguard their members' future income, and the trustee survey gives space to accomplish this. Ultimately, it reflects how we as a community at mallowstreet, the AMNT, APPT, PLSA and the PMI empower our members to make better decisions so everyone gets paid their pension."
