Supporting good retirement outcomes - Meeting preparation and actions

Meeting preparation and actions could include:

• Noting the investment monitoring report, discussing any pertinent points and considering any suggestions made

• Periodically reviewing the trustees’ investment strategy and Statement of Investment Principles
• For DB arrangements, periodically discussing any funding advice given by the Scheme Actuary and making decisions as required
• For DB arrangements, reviewing an update from the employer on its performance and outlook
• For DB arrangements, periodically discussing any advice on the strength of the employer covenant given by a covenant adviser, if applicable
• For DC arrangements, monitoring the profile of the membership and deciding whether any action needs to be taken as a result of changes