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S6 Ep. 13

Investment Uncut: PLSA 2025

Investment Investment strategy

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We are building on the success of last year and are taking Investment Uncut on the road again, recording for the Pension and Lifetime Savings Association (PLSA) Investment Conference 2025 this week! If you’re attending the conference, we look forward to seeing you there.

PLSA conference day 1

Today we cover day 1 of the conference, with interviews from:

What do you want listeners to take away from your talk at the PLSA?

  • Laura – My top tip for a conference newbie is to plan ahead and personalise your agenda. Give yourself some time as there is a lot going on.
  • Ed – 1) We have one of the most exciting asset classes to invest in in the UK on our doorstep right now. The rest of the world sees it and we really want to get the UK pension industry behind it.  2) We’re at a geopolitical moment in time where there is a critical need for everybody to get behind the UK building sovereign capabilities in several really critical sectors.
  • David – In today’s environment, you don’t need to take the same level of risk you used to take to generate the returns you need. Right now, equities are very dependent on growth, which is harder to come by when rates are higher. Whereas the ability to lock into a high single digit contractual return, and take a lot of noise out of the picture in doing so, is attractive for a lot of portfolios.
  • Tim & Matthew – Firstly, for Trustees and Sponsors to retain flexibility. Secondly, to think about the governance arrangements around end-game.
  • Ped – It’s about generating better retirement outcomes and maximising that pot at the end of the retirement journey. Importantly, we can do that whilst also investing in the future that we’ll all experience. Pension savers are not just investors, but also end users of everything that we build.

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