The Professional Investment Podcast – Details, episodes & analysis

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The Professional Investment Podcast

Charlotte Moore

Business

Frequency: 1 episode/13d. Total Eps: 23

Welcome to the Professional Investment Podcast! This podcast is targeted at people involved in the professional investment industry – in particular, those who are involved in how large institutions, such as pension schemes and insurance companies, allocate their billions. We will be talking to chief investment officers, head of sustainability and the consultants, pension schemes and insurance companies responsible for generating retirement wealth. And our audience are those involved in the professional investment chain.

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🇬🇧 Great Britain - Investing
19/06/2025
#86

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How impact shapes investment, with Adam Gillett, head of sustainable investment at Railpen

Season 3 · Episode 7

Tuesday, June 17, 2025 • Duration 31:31

In the latest episode of The Professional Investment Podcast, Adam Gillett, head of sustainable investment at Railpen, and I discuss the results of Responsible Investor’s annual nature and investors survey.

Adam highlights three findings – that nature is important to a high proportion of investors, it’s of equal importance to investors in both the US and Europe and a significant number of investors believe they can make an impact.

We discussed Railpen’s approach to impact and stewardship talking about finding key themes every five years. Even a scheme with 350,000 members and assets under management of £34bn does not have the resource to pursue every issue so priorities must be set.

But there is little point in setting goals unless they can be integrated across different asset classes. Adam discussed how Railpen takes different approach according to the asset class and – in the case of equities – according to actively managed and quantitative portfolios.

While we both welcomed investors’ positive attitude to making impact, Adam underscored the importance of investors engaging with policy makers to create the right legislation for sustainability. That includes working with companies to encourage them to campaign.

This is a must-listen episode for anyone looking to understand how a large UK pension scheme thinks about sustainability, impact and stewardship and why this a fundamental investment principle.

ABOUT THE GUEST:

Adam Gillett is the Head of Sustainable Investment and Co-Head of Sustainable Ownership at Railpen. He is responsible for leading Railpen’s approach to sustainable investment, particularly in relation to provision of ESG risk advice, and climate and nature risk management. This includes delivery against Railpen’s net zero commitment.

Railpen is responsible for the safekeeping and investment of around £34 billion in assets for the 350,000 members of the railways pension schemes, one of the UK's largest and longest established pension funds. Railpen’s purpose is to secure our members’ future. We believe that financial and sustainability outcomes are complementary and integral to protecting our members' interests over the long term.

Adam formerly worked at WTW for 10 years where he was latterly Global Head of Sustainable Investment, having started his career at KPMG. He is a CFA charterholder and a fully qualified accountant.

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ABOUT THE HOST:

Charlotte Moore is an award-winning journalist and co-founder of Moore Squared Communications. She has spent almost two decades writing about how the UK’s largest investment organisations allocate their capital for a number of different specialist magazines including Professional Pensions, IPE and MandateWire. She started this podcast to increase understanding of how and why the UK’s £3 trillion pensions industry invests its members’ capital to provide the best possible retirement.

🔗 https://lotsmoore.co.uk/

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#Pensions #UKEconomy #InvestmentStrategy #PensionSurplus #FinancePodcast #railpen #ProfessionalInvestment #nest #CharlotteMoore #PensionFunds

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Reviewing the Pensions Bill with Chris Hitchen, chair of Border to Coast Pension Partnership

Season 3 · Episode 6

Tuesday, June 10, 2025 • Duration 27:51

In this episode of The Professional Investment Podcast, host Charlotte Moore talks to Chris Hitchen, chair of Border to Coast Pension Partnership about the UK’s Pension Schemes Bill.Laid in early June, the Pensions Bill is wide-ranging with policies aimed at closed corporate defined benefit schemes, the LGPS and auto-enrolled workplace schemes. These represent ambitious reforms aimed an improving the system and the retirement income of scheme members.Chris and Charlotte unpack the implications of the pensions bill for the LGPS with assets to be consolidated in six pools and the continued focus on local investment. They discuss the advantages of scale and impact this has on relationships with asset managers as well as how diseconomies of scale emerge when a fund becomes too large.The Bill includes a recommendation for auto-enrolled pension schemes to offer a default retirement income. Chris and Charlotte talk about the investment challenges pension providers need to solve to ensure members don’t run out of money in their life time as well as the operational challenges.They also welcomed a value for money framework but note this will need to be navigated carefully to avoid too great a focus on short-term performance. The government’s ambition to consolidate small pots is also to be welcomed.Finally, Chris and Charlotte discuss the implications of Reform’s strength in the recent local government elections and what implications this will have for pools’ fund selection in the future.ABOUT THE GUEST:Chris HitchenNest Board Member from 1 June 2018 to 31 May 2024Chair, Investment committee from 28 May 2019 to 31 May 2024Chris re-joined the Board in 2018, having previously served from 2010 to 2015. He has over 30 years’ experience in investment and pensions.He is Chair of the Border to Coast Pensions Partnership, investing money for 11 Local Government Pension Scheme (LGPS) pension funds with assets under management totalling £60 billion, and Chair of the £20 billion Nuclear Liabilities Fund, helping to protect future generations from the costs of decommissioning nuclear power stations. Chris also sits on the Board of the Scott Trust Endowment Limited, which backs the Guardian newspaper, and on the Finance and Investment Board of the Institute and Faculty of Actuaries.For almost twenty years Chris led Railpen, the 350,000-member UK Railways pension system, first as Chief Investment Officer and then as CEO. He also chaired the Pensions and Lifetime Savings Association (PLSA) and was the inaugural Chair of the Pensions Quality Mark, raising standards in defined contribution (DC) pensions.With a strong interest in corporate and institutional governance, Chris has served as a board member for the Toronto-based International Centre for Pensions Management and for the UK’s Investor Forum, which promotes strategic dialogue between companies and investors.Chris is an actuary and an honorary fellow of the CFA Society of the UK. ⸻ABOUT THE HOST:Charlotte Moore is an award-winning journalist and co-founder of Moore Squared Communications. She has spent almost two decades writing about how the UK’s largest investment organisations allocate their capital for a number of different specialist magazines including Professional Pensions, IPE and MandateWire. She started this podcast to increase understanding of how and why the UK’s £3 trillion pensions industry invests its members’ capital to provide the best possible retirement.🔗 https://lotsmoore.co.uk/⸻#Pensions #UKEconomy #InvestmentStrategy #PensionSurplus #FinancePodcast #Brightwell #ProfessionalInvestment #nest #CharlotteMoore #PensionFunds

Making it easier for companies to access their surplus – with Morten Nilsson, CEO of Brightwell

Season 3 · Episode 5

Tuesday, June 3, 2025 • Duration 30:21

In this episode of The Professional Investment Podcast, Charlotte Moore is joined by Morten Nilsson, CEO of Brightwell, to explore the recent FT news story that the UK government will make it easier for companies to access pension scheme surpluses. We discuss how this has the potential to change company pension schemes to being viewed as an asset rather than a liability. We talk about how this could shape the run-on versus buy-out debate and what surpluses could be spent on.Morten explains the concept of ‘low dependency ratio’ and how this might open-up investment opportunities at schemes. We unpack how mature schemes are now paying out liabilities and the importance to be better at predicting future liability cash flows.This news should be viewed as one part of the current government’s drive to get pension schemes more involved in UK investment and we discuss how the different UK institutional organisations can be used to fund every part of the growth journey. This is a must-listen episode for anyone looking to understand how the government agenda will reshape how we view pension schemes and where the opportunities lie for asset managers.ABOUT THE GUEST:Morten has been with Brightwell since 2018, overseeing all facets of the business to ensure comprehensive support for trustees, sponsors, members, and colleagues. He is also Chair of pensions technology provider, Procentia. With a long career in financial services, Morten entered the pensions and investment sector in 2001. He spent over a decade at ATP, Denmark's £90 billion pension scheme, where he held various senior roles in administration, investments, product development, and business development. In 2010, he relocated to London and founded NOW: Pensions, where he successfully served as CEO, growing the company into one of the leading defined contribution providers in the UK. While at Brightwell, Morten has delivered sustainable improvements in the BTPS funding position, strengthened the relationship with BT, leading to the establishment of an enduring long-term funding solution for BTPS in 2020 and developed and implemented a growth strategy for Brightwell focused on introducing new third-party clients. ⸻ABOUT THE HOST:Charlotte Moore is an award-winning journalist and co-founder of Moore Squared Communications. She has spent almost two decades writing about how the UK’s largest investment organisations allocate their capital for a number of different specialist magazines including Professional Pensions, IPE and MandateWire. She started this podcast to increase understanding of how and why the UK’s £3 trillion pensions industry invests its members’ capital to provide the best possible retirement.🔗 https://lotsmoore.co.uk/⸻#Pensions #UKEconomy #InvestmentStrategy #PensionSurplus #FinancePodcast #Brightwell #ProfessionalInvestment #MortonNilsson #CharlotteMoore #PensionFunds

A guide to the Mansion House Accord – with Sofia Perkonigg, trustee director of UBS UK pension fund

Season 3 · Episode 4

Thursday, May 22, 2025 • Duration 29:56

In this episode of the Professional Investment Podcast, host Charlotte Moore, is joined by Sofia Perkonigg, trustee director at UBS UK Pension Fund, to explore the news of the recently announced Mansion House Accord.Sofia reflects on 17 of the UK’s largest defined contribution (DC) pension providers committing to allocating at least 10% of their default funds to private markets by 2030, with at least 5% allocated to the UK. We discuss the implications of this commitment to improve member returns by diversifying portfolios and how this might help the UK economy.We explain why UK pension schemes are only now allocating to private assets and discuss the practical challenges. She offers a trustee’s perspective on how real estate, infrastructure, private debt and equity could be integrated into the default journey depending on where a member is on their retirement journey.We also examine how Long-Term Asset Funds (LTAFs) could provide an accessible route into private markets, particularly for small and mid-sized schemes. We examine whether schemes should consider one LTAF provider for all asset classes or pick a selection of best-in-class.Other topics discussed include:•⁠ ⁠The structural barriers that have historically prevented DC schemes from accessing private markets•⁠ ⁠The importance of scale and fee negotiation in ensuring members get value from these investments•⁠ ⁠How different private assets can support both wealth accumulation and decumulation phases•⁠ ⁠The urgent need to raise pension contribution rates in the UK, currently lagging behind countries like Canada and AustraliaLooking ahead to 2030, Sofia hopes private markets will be a mainstream part of the UK pension landscape which deliver stronger member outcomes and tangible benefits to the national economy.This is a valuable listen for trustees, fund managers, policymakers, and anyone seeking to understand the evolving world of long-term pension investment in the UK.⸻ABOUT THE HOST:Charlotte Moore is an award-winning journalist and co-founder of Moore Squared Communications. She has spent almost two decades writing about how the UK’s largest investment organisations allocate their capital for a number of different specialist magazines including Professional Pensions, IPE and MandateWire. She started this podcast to increase understanding of how and why the UK’s £3 trillion pensions industry invests its members’ capital to provide the best possible retirement.🔗 https://lotsmoore.co.uk/⸻#Pensions #RetirementPlanning #InvestingForTheFuture #FinancialWellbeing #UKFinance

How to spend your surplus - with Emma Cameron, head of investment consultancy at Hymans Robertson

Season 3 · Episode 3

Monday, May 12, 2025 • Duration 26:51

Emma is a Partner at Hymans Robertson and joined the firm in 2012, having previously worked at Deloitte and Mercer. In her current role Emma advises trustees of DB pensions schemes on a full array of investment issues. Alongside her client commitments Emma is Chair of the firm’s Investment Committee and is a member of Partnership Council, one of the firm’s governing groups.

This episode’s guest is Emma Cameron, partner and head of investment consultancy at Hymans Robertson. Charlotte and Emma discuss the stability of closed defined benefit (DB) schemes’ strong funding positions and how surpluses will shape future strategic and investment decisions.

Unimaginable only a few years ago, surpluses present trustees with new questions about how these should be spent and invested. Emma stresses the importance of planning early to avoid contention and ensure value can be shared wisely between members and sponsors.

Once funding positions have been stabilised, trustees and companies have the option to invest the remaining surpluses more productively – in equities, infrastructure or sustainable finance – including natural assets such timber.

Emma highlights that alongside DB reform, there is a growing need to address major gaps in provision for the self-employed, who often fall outside the traditional pension system. She calls for innovation and bold policy thinking to engage this under-served group, suggesting now may be a once-in-a-generation opportunity to reshape the entire retirement landscape.

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Key points:

• DB scheme surpluses are here to stay due to de-risking and hedging

• Who benefits from the surplus?

• Surpluses offer opportunities for higher-risk, higher-return investments

• A “three-bucket” investment approach: core liabilities, risk buffer, and productive surplus

The future of pensions – with Paul Kitson, UK head of pensions consulting at EY

Season 3 · Episode 2

Wednesday, May 7, 2025 • Duration 29:21

Paul is a Partner and UK Head of Pensions Consulting at EY. He leads a team focused on advising pension funds and their corporate sponsors across the UK. Paul and has worked with some of the largest defined benefit and defined contribution pension funds in the UK including the British Airways Pension Schemes and the BBC.

In this episode, Charlotte Moore is joined by Paul Kitson, UK head of pensions consulting at EY, to explore the rapidly evolving pensions landscape in the UK.

They discuss the Department for Work and Pensions’ recent response to the Work and Pensions Select Committee’s report on defined benefit (DB) schemes. We discuss potential changes to PPF funding, how schemes’ surpluses can be spent as well as whether collective defined contribution (CDC) could provide retirement income.

🔍 Key topics include:

•⁠ ⁠The £10bn+ surplus in the PPF and what it means for DB schemes

•⁠ ⁠Whether the PPF can provide the security to drive more schemes to run-on

•⁠ ⁠The risks of underfunded DC pensions — and possible solutions

•⁠ ⁠Whether CDC is a viable retirement income option

•⁠ ⁠The importance of policy clarity on surplus use

•⁠ ⁠Paul’s wishlist if he were Pensions Minister for a day!

•⁠ ⁠Why member engagement and value-for-money must evolve

If you want to understand how the UK’s £3 trillion pensions industry is changing — and what that means for employers, employees, and the economy — this episode is a must-watch.

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UK tariff business impact - with Ian Connatty, managing partner, British Growth Partnership at BBB

Season 3 · Episode 1

Tuesday, April 29, 2025 • Duration 32:11

In this episode of the Professional Pensions Podcast, we discuss how tariffs are affecting UK small businesses and the broader economy. Ian Connatty, Managing Partner at BBB Patient Capital Advisory Services (British Growth Partnership), joins Charlotte Moore to explore the role of venture capital in driving innovation, the importance of scaling UK startups, and how pension funds can support the future economy.We dive into the challenges of funding high-growth companies, the impact of geopolitical risks like Trump’s tariffs, and how long-term investment strategies can transform the UK’s economic landscape.

Ian Connatty is the first Managing Partner for BBB Patient Capital Advisory Services, leading its regulated investment advisory and fundraising activities. As Managing Partner, Ian will also serve on the BBB Patient Capital Advisory Services Board, contributing to the Partnership’s governance and strategic oversight. He was previously the British Business Bank’s Deputy Chief Investment Officer. He brings with him a wealth of experience in direct, co-investment and venture capital fund investing having worked for British Business Bank and its forerunner organisations since 2009. Ian joined British Patient Capital when it launched in 2018 where he was Managing Director of the Funds business until 2021. After this he was appointed Managing Director, Direct and Co-investment, where he established the £425m Future Fund: Breakthrough programme. He previously worked in corporate finance at technology company Infinity SDC and in financial modelling at the Royal Bank of Scotland.

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ABOUT THE HOST:

Managing inflation and adapting to a new fixed income environment – with Ashish Dafria, CIO of Aviva

Season 2 · Episode 8

Sunday, March 23, 2025 • Duration 26:16

Ashish is the Chief Investment Officer for Aviva, managing c£300bn of assets. As CIO, he is responsible for defining the investment strategy, delivering Aviva’s sustainable investments ambitions, developing investment solutions, and ultimately for delivering the investment outcomes for Aviva’s shareholder and customer investments.

Previously, Ashish led the formation of Aviva Investors’ first Global Research team and before that was Head of Credit Research for Aviva Investors North America. Prior to joining Aviva, Ashish was a Director with UBS Investment Bank in New York and Chicago, and previously was a Senior Ratings Analyst with the Indian rating agency, Crisil.

Ashish is a CFA charterholder and earned his MBA as a valedictorian from the Stern School of Business at New York University. He also holds a Post Graduate Diploma in Management from Indian Institute of Management, Bangalore, India and a Bachelor of Engineering degree from Indore, India.

ABOUT THE HOST:

🔗 https://lotsmoore.co.uk/

#ProfessionalInvestmentPodcast #CharlotteMoore #AshishTafira #Aviva #AvivaInvestors #FixedIncome #InflationStrategy #InvestmentInsights #FinancialMarkets #BankOfEngland #InterestRates #CIOInsights #EmergingMarkets #PrivateCredit #NetZeroInvesting #SustainableFinance #ESGInvesting #DemographicsAndInflation #GlobalEconomy #Decarbonisation #Deglobalisation #InsuranceInvesting #InfrastructureInvestments #EconomicTrends #InvestmentStrategy #PodcastFinance

How pension schemes can allocate to venture capital with Veronica Humble, CIO of NatWest Cushon

Season 2 · Episode 7

Tuesday, March 18, 2025 • Duration 31:38

Veronica Humble joined Cushon, the workplace DC provider, in March this year. Prior to this role, she held a number of different roles at Legal and General Investment Management starting as an investment strategist in 2012 and becoming head of DC investments in November 2021. Before that she was a quantitative analyst at a systematic hedge fund. She started her career as a quantitative analyst in Phoenix Group in asset-liability modelling team. She has MSc in mathematics and a PhD in statistics.

ABOUT THE HOST:

🔗 https://lotsmoore.co.uk/

#Pensions #InvestmentPodcast #RetirementPlanning #PrivateEquity #VentureCapital #FinancialPlanning #UKPensions #ESGInvesting #SustainableFinance #WealthManagement #natwest

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Are US tech stocks overvalued ? – with Jennifer O’Neill, partner at Aon’s investment practice

Season 2 · Episode 6

Tuesday, March 4, 2025 • Duration 28:45

Jennifer is a Partner in Aon’s investment consulting practice. She advises a number of UK institutional investors ranging from £650m to £24bn (the majority of which are not-for-profit funds). She also holds a senior role in Aon’s Responsible Investment team, helping institutional investors to align their investment strategy with their principles. Whilst she lives in Scotland, she spends a lot of time in London with her clients and colleagues. Outside of work, she competes internationally for Scotland in shotgun clay target shooting.ABOUT THE HOST:Charlotte Moore is an award-winning journalist and co-founder of Moore Squared Communications. She has spent almost two decades writing about how the UK’s largest investment organisations allocate their capital for a number of different specialist magazines including Professional Pensions, IPE and MandateWire. She started this podcast to increase understanding of how and why the UK’s £3 trillion pensions industry invests its members’ capital to provide the best possible retirement.🔗 https://lotsmoore.co.uk/#Finance #Investing #Pensions #ESG #DEI #ImpactInvesting #FinancialMarkets #SustainableFinance #EthicalInvesting #DiversityInFinance #CorporateResponsibility #FinancialLiteracy #InvestmentPodcast #AssetManagement #SociallyResponsibleInvesting #ProfessionalInvestors #EconomicTrends #LongTermInvesting #RetirementPlanning #WealthManagement

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The Professional Investment Podcast – Details, episodes & analysis

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The Professional Investment Podcast – Details, episodes & analysis

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