Publications

The over-the-counter ("OTC") derivatives market, where parties negotiate bespoke contracts (for example interest rate swaps, inflation swaps or equity options) to suit their specific needs, will shortly be subject to more intense supervision under proposed regulations. Market participants and professional clients who are likely to engage in OTC derivatives trading could be significantly impacted by the new rules.

De-risking means progressively moving assets off risk, with the eventual aim of buyout or being a self-sufficient scheme not taking investment risk. Even if that aim seems a long way off, it is important for trustees and sponsors to plan now, because doing so helps inform the decision around how much investment return to seek now.

To achieve de-risking effectively, it must be done intelligently. It should recognise the preferences of trustees and sponsors, and adapt to changing market conditions. There are different ways of implementing de-risking, but the key is that decisions must be made and implemented swiftly.

A Briefing Note on shaped equity solutions for pension schemes concerned with better managing and controlling their exposure to equity risk.

P-Solve RMS has themed its briefing note, entitled 'I agree with Nick…' around the General Election, and draws an analogy between the choices facing voters and the options available to investors in order to illuminate an area often seen as over-complicated.