Podcast
Hymans Robertson On...
Hosted by Hymans Robertson LLP · EN
Welcome to Hymans Robertson On. In this podcast we’ll be covering a broad range of topics from pensions, savings, technology, insurance, responsible investment, financial education and much more. Founded in 1921, Hymans Robertson is one of the longest established independent actuarial firms in the UK. We deliver a full range of services including actuarial, insurance consulting, enterprise risk management, investment consulting, third-party pensions administration and communications consulting. Our client base includes FTSE 100, FTSE 250, privately owned firms and financial institutions. We’re also recognised leaders in the field of public sector pensions.
15episodes
Episodes
Newest firstAll episodes
2026 Pensions Conference: How behavioural science is reshaping pensions decisions - Episode 160
1w ago00:48:04Tap to summarizeBehavioural science is changing how people make pension decisions, and in this special edition of Hymans Robertson On..., Kathryn Fleming is joined by Dr Hayley James, Jenny Hazan, Emily Trant and Dilara Uyduran to explore what that means in practice.Recorded live at our 2026 Pensions and Retirement Conference, the panel examines how behavioural economics can sharpen member decision-making. From personalised nudges to the realities of engagement and the power of thoughtful design.They also consider the implications for trustees and boards, leaving listeners with actionable ideas to test and apply in their own schemes.If you’d like to follow up on anything discussed, please don’t hesitate to get in touch. Hymans Robertson disclaimerThis 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.
Transcribe →
Investment - Impact investing for charities: responsible investment in practice - Episode 159
1w ago00:22:31Tap to summarizeWhile charities and foundations spend a lot of time thinking about how best to achieve impact in their grant making, the impact that they can achieve from investment portfolios is often less well considered. In this episode, Jaid Longmore and Chris King from Hymans Robertson are joined by Charlie Crossley and James Anthony from Friends Provident Foundation to explore what impact investing means in practice for charities.They discuss common barriers, including complexity and trustee engagement, and share practical solutions, from collaborative initiatives like the Endowments Investing Challenge to using stewardship and engagement to drive impact beyond capital allocation.You’ll hear simple steps to get started, including reviewing your holdings and defining what impact means for your organisation.Hymans Robertson disclaimerThis 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.
Transcribe →
Creating a Legacy - Pensions and Retirement Conference 2026 - Episode 158
2w ago01:33:59Tap to summarizeInside the conversations shaping the future of pensions. Recorded live at our Pensions and Retirement Conference 2026, this episode captures the energy, ideas and insights from the day.It brought together voices from across defined benefit (DB), defined contribution (DC) and the Local Government Pension Scheme (LGPS).Ben Farmer and Elaine Torry spoke to hosts and delegates, capturing reflections on the moments that mattered, the ideas that sparked debate, and practical steps to improve member outcomes.Topics include how members make decisions and what that means for scheme design. We also cover building resilient investment strategies in an uncertain environment, and the growing alignment across DB, DC and LGPS. We explore the evolving role of guided retirement solutions and the impact of AI. We also examine the contribution adequacy debate, with a focus on what action looks like in practice.Whether you joined us on the day or are catching up now, this episode offers expert insight and fresh perspectives on building a meaningful legacy for pension savers.If you have any questions on the topics covered, please get in touch.Hymans Robertson disclaimerThis 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.
Transcribe →
Investment - Pensions: On the front line? - Episode 157
Apr 2000:32:58Tap to summarizeGeopolitics is back at the top of the agenda for institutional investors. In this episode, Ross MacLeod is joined by Ben Fox and Robeco’s Co-Head of Investment Solutions, Colin Graham, to unpack what current world events could mean for investment portfolios.They discuss the potential impact on asset classes and the UK economy, as well as actions institutional investors could consider to enhance the resilience of their portfolios.Hymans Robertson disclaimerThis 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.
Transcribe →
Investment - The trends shaping sustainable investment in 2026 - Episode 156
Apr 100:23:36Tap to summarizeIn this episode, Jaid Longmore, Responsible Investment Consultant, speaks with Christina Williams, Senior Investment Consultant, and André Ranchin, Investment Consultant, to look ahead at the key responsible investment challenges and opportunities shaping 2026. Our experts explore why climate risk is no longer just about emissions, with physical climate and nature risks rising up the agenda, and what portfolio resilience really means in practice. Their conversation continues by looking at stewardship, how AI intersects with sustainability, and why investors need to focus on real world outcomes. They finish with the actions asset owners can take now to address these challenges.Hymans Robertson disclaimerThis 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.
Transcribe →
Investment - Credit where credit’s due 2.0 – an intro to Emerging Market Debt - Episode 155
Mar 1300:15:56Tap to summarizeIn this episode, Chiara Beaton speaks to Serena Galestian, Head of EM Debt Investment Specialist team at Amundi, about emerging market debt.They explain the characteristics of the asset class and how institutional investor exposure to emerging market debt has evolved over time. The discussion also uncovers the importance of expertise when analysing credit risks and opportunities.Hymans Robertson disclaimerThis 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.
Transcribe →
Investment - 2026 outlook - Episode 154
Jan 2200:25:23Tap to summarizeIn 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 disclaimerThis 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.
Transcribe →Investment - A groundbreaking, member focused transaction - Episode 153
Dec 1900:31:13Tap to summarizeIn 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 contentInvestment – endgame planning, productive finance and the brave new world for DB pension scheme investmentThe investment impact of DB schemes choosing to run-onExcellence in EndgamesThe untapped potential of pensionsFoundations - Why Britain has stagnatedFiscal risks and sustainability – September 2024 - Office for Budget ResponsibilityChapters: 01.10 – Introduction 01.55 – The growth/pensions relationship and quick history of the Stagecoach pension scheme06.39 – Pensions industry dynamics and Stagecoach scheme developments in the past 12 months09.14 – “Preserve, protect, enhance” and trustees exploring their options13:57 – Practicalities of the Stagecoach-Aberdeen transaction19.55 – Investment considerations for the framework that’s been put in place25:08 – Learnings from the process and calls to action for the future29.22 – Summary and wrap upHymans Robertson disclaimerThis 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.
Transcribe →
Investment - The investment impact of DB schemes choosing to run-on - Episode 152
Dec 1100:31:02Tap to summarizeIn 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 contentInvestment – endgame planning, productive finance and the brave new world for DB pension scheme investmentExcellence in Endgames hub
Transcribe →
Investment - Effective stewardship in a shifting investment landscape - Episode 151
Dec 400:23:27Tap to summarizeIn 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 contentOur 2024 Stewardship Code reportEngagement: our progress so farHymans engageAddressing system-level risks and opportunities through responsible investment practice: A technical guide І PRIGuide to effective collaboration engagement І PRI
Transcribe →