A captivating podcast that explores pension perspectives and the trends shaping the future of our industry.
Welcome to WTW’s Pensions Perspectives Podcast! We are your go-to source for insights and inspiration in the world of pensions. Each episode brings you insights on emerging trends, innovations and strategic thinking with leading industry experts.
Join us every other Wednesday to explore the challenges and opportunities shaping pensions today.
New to Pensions Perspectives? Start here. This podcast will pull back the curtain on the world of pensions, offering expert insights and fresh perspectives to keep you informed.
The DB pensions landscape has changed in recent years, with over 75% of schemes now in surplus on a low-dependency basis. As a result, boardroom conversations have moved on from plugging deficits to deciding endgame strategies and whether surplus should be refunded and also shared with members - a rare pensions story with genuinely better outcomes on the table. In this episode, Luna Fadayel speaks with Adam Boyes and Bina Mistry, to explore how proposed legislative changes could turn surplus into a win-win and what will be relevant when implementing these solutions.
Learn more about podcast episodeAdam Boyes
Bina Mistry
Season 1, Episode 6
27m 53s
Retirement CDC, a new development in the world of pensions, could transform how retirement income is managed. With growing industry focus on Retirement CDC, in this episode, host Sophie Tennison speaks with CDC specialist Simon Eagle and Independent Trustee Sam Burden to unpack how Retirement CDC works, why it may offer higher income than annuities and what it means for member decision making at retirement. They explore the merits, challenges and stakeholder views behind this emerging model and whether it's poised to take off.
Learn more about podcast episodeSam Burden
Simon Eagle
Season 1, Episode 5
29m 00s
What truly shaped markets last year and, what should we be watching next? In this episode we bring our Global Investment Outlook 2026 to life, unpacking the forces shaping markets as we move beyond a year of growth surprises, stubborn inflation, surging AI investment and relentless geopolitical noise. Alongside the release of our annual Global Investment Outlook, this conversation goes beyond the charts to explore what moved the needle in 2025, distilling it all into the key signals we should keep front of mind as 2026 unfolds.
Learn more about podcast episodeRhys Simons
Tessa Mann
Season 1, Episode 4
29m 23s
The UK pensions world has changed, but has our definition of gilt risk kept up? In this episode, we dive head first into the uncomfortable questions trustees and sponsors can't afford to ignore, unpacking why traditional ideas of gilts as a safe heaven may be lulling schemes into a false sense of security, and how tail risks in UK gilt markets could derail even the best funded plans. If you've ever wondered whether gilts still make sense as the anchor of UK pension strategy, or whether the government's fiscal trajectory should keep trustees up at night, this is the episode you'll want to hear.
Learn more about podcast episodeFrazer Morgan
Graham McLean
Season 1, Episode 3
20m 28s
Gen Z checks their finances on their phones dozens of times a week—so why do pensions still feel stuck on desktop? In this Pensions Perspectives episode, Luna Fadayel chats with Barney Holt and Oshin Sharma to unpack mobile first engagement, AI and finfluencers and why starting financial education early matters.
Learn more about podcast episodeBarney Holt
Oshin Sharma
Season 1, Episode 2
24m 47s
Join Glyn Bradley, Director, Retirement, and Howard Johnson, Consulting Actuary and podcast host, as they share insights and real-time analysis of the UK Budget 2025. In this special episode, they cover new caps on salary sacrifice, direct defined benefit (DB) surplus payments, increases for Pensions Protection Fund (PPF) and Financial Assistance Scheme (FAS) and inheritance tax on unspent pension pots.
Learn more about podcast episodeGlyn Bradley
Season 1, Episode 1
21m 41s
This podcast by WTW is intended for general information purposes only and does not constitute financial, investment, legal or other professional advice. Listeners should not act on the information presented without first consulting a qualified professional and this podcast should not be relied upon for investment or other financial decisions.
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