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    Solutions for defined benefit pension schemes

    Solutions for defined benefit pension schemes

    UK defined benefit pension schemes are maturing quickly, creating new investment challenges as more members retire. At the same time, many schemes are now in surplus and with new legislation in progress, they have an unprecedented opportunity to provide increased benefits for members, additional capital for sponsors, and contribute to the UK economy. We partner with our clients to navigate these changes. Learn about our latest initiatives here.

    Industry-leading expertise

    We work with UK pension schemes of all sizes to develop tailored solutions for their challenges.

    • achieving a target of buy-out or self-sufficiency
    • maximizing efficiency for cashflow negative schemes
    • meeting existing and emerging regulation

    74%

    DB schemes in surplus on a PPF basis2

    96%

    of UK defined benefit pension schemes are now closed – to new members or future accrual, or are winding up1

    £1trn

    of liabilities with unaddressed longevity risk4

    70%

    Allocation of average DB scheme to bonds5

    Industry leading expertise

    To discuss how we might help you and your pension scheme, please contact Katrina Morrisson.

    What our clients say

    Meet some of our team

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    Andrew Stephens

    Head of Distribution, EMEA

    Andrew Stephens

    Head of Distribution, EMEA

    Andrew joined Insight in July 2019 as Head of Distribution, EMEA. He is responsible for driving Insight’s business development strategy in EMEA, and working with clients and their advisers in the delivery of outcome-oriented investment solutions. Andrew joined Insight having spent 19 years at BlackRock (including his time at BGI), where he held a number a senior distribution roles with oversight for business strategy, business development and client service for institutional clients. Andrew was also a responsible for the launch and development of BGI’s Switzerland branch. Earlier in his career, Andrew led BGI’s performance measurement function, analysing and attributing investment performance across the asset class spectrum. He holds a B.Comm in Law from Stellenbosch University, South Africa and is also a CFA charterholder.

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    Katrina Morrisson

    Head of Business Development, UK and Ireland

    Katrina Morrisson

    Head of Business Development, UK and Ireland

    Katrina joined Insight in August 2022 as Head of Business Development, UK and Ireland. Prior to Insight, Katrina spent 16 years at BlackRock (including her time at Barclays Global Investors), latterly as DC Practice Leader in the UK Institutional Client Business area and Managing Director in the Strategic Pensions function. Here, her responsibilities included the design and execution of the distribution strategy for defined contribution pension schemes and leading relationships with large, sophisticated DB and DC pension scheme clients. She also held a number of senior business development and relationship management distribution roles for institutional clients. Whilst at BlackRock, Katrina was also involved in the diversity, equity and inclusion effort, holding the position of Co-chair of the Inclusion Committee for the firm’s Ability Network in EMEA. Prior to joining BlackRock, Katrina worked as an investment consultant at Mercer, having started her career within Mercer’s actuarial practice. Katrina graduated from the University of Bradford with a BSc (Hons) in Mathematics and Statistics, and also holds the Investment Management Certificate from the CFA Society of the UK.

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    Jonathan Poll

    Institutional Business Development Director

    Jonathan Poll

    Institutional Business Development Director

    Jonathan joined Insight in October 2006 as an Institutional Business Development Director. The Business Development Team is responsible for direct marketing, including to corporates, pension schemes and charities. Jonathan joined from Zurich Financial Services (formerly Eagle Star) which he joined in 1986, latterly as Head of DC Client Servicing with responsibility for their large corporate pension fund relationships.

    He holds a BSc degree in Hotel and Catering Management from Manchester Metropolitan University. He has completed units 1, 2 and 3 of the Financial Planning Certificate from the Chartered Insurance Institute and the Investment Management Certificate from the CFA Society of the UK.

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    Daniel Meegan

    Business Development Manager

    Daniel Meegan

    Business Development Manager

    Daniel joined Insight in February 2025 as a Business Development Manager within the Distribution Division. In this role, Daniel is responsible for business development focussing on local government pension schemes and defined contribution (DC) clients. Prior to Insight, Daniel spent six years at Amundi Investment Solutions, latterly as an Institutional Sales Associate covering clients across defined benefit (DB)/DC pensions, insurance and endowments/foundations. Daniel has also worked at Fidelity International as a Broker Services Associate. He started his career in 2014 at Goldman Sachs focussing on technology risk and holds a BA in History from the University of Southampton. He also holds the Investment Management Certificate from the CFA Society of the UK.

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    The future of DB schemes

    The future of DB schemes

    Defined benefit pension schemes have an unprecedented opportunity to target enhanced benefits for members, generate potential excess capital for sponsors, and support the wider UK economy.

    Defined benefit pension schemes have an unprecedented opportunity to target enhanced benefits for members, generate potential excess capital for sponsors, and support the wider UK economy.

    Find out more

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