Richard Smith

We’re proud to share that both M&G Investments and Prudential Assurance Company (PAC) have successfully retained their signatory status to the Financial Reporting Council’s UK Stewardship Code 2020, the gold standard for stewardship in our industry.     Stewardship is a key lever we use to support positive change — driving long-term value for clients leading to sustainable benefits for the economy, the environment and society. In this blog, Laura O'Shea and Guy Rolfe, CFA share their Stewardship highlights from the last year: https://lnkd.in/edxSBPXX   The value of your investment can go down as well as up and so you might not get back the amount you put in. Your capital’s at risk.

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Exciting news: Smart Pension is connected to the Pensions Dashboards Programme! When it launches, the Pensions Dashboard will collate personal, workplace and state pension data from all pension providers. Retirement savers will be able to view and access all of their pension information seamlessly, in one place. Jamie Fiveash, CEO of Smart Pension, said: “Over the past decade, we have shown that technology has the power to simplify pension saving for our members. We are excited to be part of the collaborative Pensions Dashboard Programme, which will provide savers with clear, simple and trusted sources of information and help deliver better financial outcomes for all UK savers.” Read more: visit.smart.co/3H2I9ai 

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It’s Pension Awareness Week followed by UK Savings Week. We’ve partnered with the Pensions Management Institute (PMI) on the Lifetime Savings Initiative to explore the links between pensions and savings. We believe it’s time for a rethink. Our report urges the creation of a national short-term savings plan and a national lifetime savings plan to integrate retirement and non-retirement savings, with early access for first-time homebuyers. Let's change the way we think about saving in the UK. Hear more from James Barham, Executive Chairman at Schroders Solutions. #PensionAwarenessWeek #UKSavingsWeek #LifetimeSavings #FinancialPlanning #WealthManagement

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Mid-sized DB and DC schemes are officially in scope for Pensions Dashboards staging. Having successfully connected 30 schemes, Harvi Rana, Pensions Dashboards Lead at Isio, highlights that to have a successful connection, schemes should begin work on data quality, matching criteria, and calculations well ahead of their upcoming deadlines. Dashboards are more than a compliance task - they’re an opportunity to strengthen operations and deliver better outcomes for members. With 2026 set to be the busiest year for Dashboards connections, now’s the time to act. Find out more: https://lnkd.in/e89VczBP #Pensions #DefinedBenefit #PensionsDashboards

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We're at the Pensions UK Annual Conference this week! Tomorrow, Claire Altman explores defined benefit pension strategy, while Helen Dean CBE discusses the pensions shortfall and the big shifts shaping the industry. On Wednesday, Bec Wilson, author of 'How to Have an Epic Retirement', shares how we can better connect with the next generation of retirees - following her recent chat with Gail Izat. #PensionsUKAC25

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Testing for the MoneyHelper Pensions Dashboard is now live, marking a major milestone for the Pensions Dashboards Programme. As momentum builds, our latest article looks at why this stage matters for schemes, what it tells us about the journey ahead, and why strong data readiness remains the foundation of dashboards success. Read the full update here: https://lnkd.in/esEtZKVJ

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Marketing communication. Capital at risk. For professional investors in the UK only. In IFA Magazine, Jack Holmes explores why multi-asset investors may be better served by adopting straightforward strategies focused on equities and bonds. Read more: https://lnkd.in/e9v_KvKY #equities #bonds #multiasset #multiassetinvesting #activemanagement 

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Could UK attitudes to saving and investing be affecting the economy? In this short video SJP's Hetal Mehta and JP Morgan Asset Management's Karen Ward discuss how savings behaviours may play a role in the wider economic picture. St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. SJP Approved 25/09/2025

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