V-FM Pensions #53: Pensions for a Purpose with Charlotte O’Leary

In this episode of V-FM Pensions, Nico and Darren chat to the CEO of Pensions for Purpose, Charlotte O'Leary.

 

This episode was recorded on the morning of Jeremy Hunt's 2024 Budget, so we had a bit of speculation, alongside discussion of some of the pre-announced pensions measures. We discussed the gender pensions gap, something Charlotte campaigns passionately about, moves by the Chancellor to force DC schemes to disclose their assets held in the UK and the introduction of Aus-style performance league tables, and the recent investment changes by The People's Pension. We also discuss systems change and whether fiduciary duty hampers Trustees from investing with a purpose.

 

The episode ends on a discussion about fitness where Nico outrageously questions Darren's commitment to the fitness cause (Charlotte is an uber-athlete). But we also talk about the importance of neurodiversity in decision-making and keeping the mind as well as the body fighting fit.

 

A fabulous episode!