How Fiduciary Management benefits small schemes

Is Fiduciary Management still relevant for smaller pension schemes nearing endgame? As schemes approach endgame, the need for agility, oversight, and governance support becomes even more critical. This article explores how Fiduciary Management can help smaller schemes stay responsive to market shifts, manage funding positions more effectively, and navigate increasing regulatory pressures. 👉 Read the full article: https://bit.ly/46tdAV4 Investment involves risk

It's been 6 months since I joined Charles Stanley and I've noticed some interesting benefits to the fiduciary model - in particular for smaller schemes nearing endgame - that I perhaps didn't fully appreciate before moving across. I wanted to highlight a few of these in a short blog below - enjoy!

A large number of fund houses have abandoned plans to develop a pan-European personal pension product due to frustration with the regulatory regime, according to the EU's asset management trade body. Click for more insights from Robert Van Egghen. https://lnkd.in/eqJQzQZT #AssetManagement #EUPension #Pepp

Last month’s presidential executive order - “Democratizing Access to Alternative Assets for 401(k) Investors” - could unlock a transformative pathway for U.S. pension money to flow into private market funds. Click to read more about our take on how 401(k) could reshape private equity in the September 2025 edition of our Private Capital Advisory Insights. https://lnkd.in/e4wMiBpM #privateequity #401k

Private equity in 401(k)s: exciting new opportunity or added risk? Michelle Rand explores how it could boost diversification—and why it may come with higher fees and less liquidity. #financialplanning #retirementplanning https://lnkd.in/ePGu9f8r

For defined benefit plan sponsors, achieving a strong funding position is a milestone worth celebrating—but it’s not the finish line. With financial strength comes a new set of challenges. Fidelity pension strategist Michael Jarasitis offers expert insights and unveils key tools to help plan sponsors confidently navigate this shifting landscape. Find out what they are: https://bit.ly/3ULaMfy

Private equity in 401(k)s: exciting new opportunity or added risk? Michelle Rand explores how it could boost diversification—and why it may come with higher fees and less liquidity. #financialplanning #retirementplanning https://lnkd.in/eC65h86p

Under the WTP, equity market volatility takes on new meaning for Dutch pension funds. Managing downside risk while maintaining return potential is emerging as a key focus. Read more: https://okt.to/GRTqze #bfinance #equity #diversifyingstrategies #risk

Funding Trend Alert 🚨 Public pension funds just cut private credit allocations by 18%. That’s not just a number—it’s a signal. When institutions with long-term obligations step back, it’s a reminder for all of us: ✔️ Don’t chase the hottest asset class. ✔️ Diversify across strategies. ✔️ Remember that discipline IS strategy. Private credit is still powerful, but smart capital knows when to lean in—and when to pull back. What’s your take: Are investors being cautious or smart? #FundingTrends #PrivateCredit #CREFunding #BusinessFunding #SmartCapital #KimCNDuncan #DigitalFinancialTechnology"

Once the domain of pension funds, insurers, and the uber-wealthy, private credit is undergoing a quiet transformation. The result is one of the fastest-growing segments in investing:   Private credit holdings by the wealthy have grown 2.5-fold in the last three years, four times faster than the traditional institutional business. These investors now account for roughly 12% of the private credit assets of leading firms.    Much of this is still concentrated in the hands of the ultra-rich, but the ambition is clear: to bring private credit into the mainstream of wealth portfolios.    We estimate the top seven firms have around $275 billion of private credit assets under management from the wealthy and the total industry to have between $325 billion and $375 billion.   Dive deeper into private credit's transformation: https://owy.mn/41T036F