The Value Perspective with Peter Ward and Eilert Hinrichs from L.E.K. Consulting

Welcome to Allocator’s Edge, a Value Perspective podcast mini-series where we will be engaging in conversations with some of the world’s top capital allocators. In an environment of heightened inflation and interest rates, we aim to unravel how and why capital allocators make the decisions that they do. The series will shed light on the inner workings of capital allocation to help listeners gain a better understanding of mandates and the intricate dance between strategy and reality. New episodes of the Allocator’s Edge will be released on alternating Thursdays.

In this episode we look at some of the challenges currently facing the pensions industry in the UK and Europe. We’re joined by Peter Ward and Eilert Hinrichs from L.E.K. Consulting. L.E.K. Consulting is a world-class strategy consulting firm with over 40 years’ experience advising companies. Its expertise includes corporate strategy, M&A, operations, and organisational performance. Both Peter and Eilert have over twenty years’ experience in advising investors and leaders in the financial services sector. In this episode we cover: what the landscape for the defined benefit (DB) and defined contribution (DC) industry looks like in the UK; whether Peter and Eilert think DB in the UK is dead; how Insurance is participating in the de-risking of the DB space; Peter and Eilert’s outlook for Europe; and finally the findings and implications of a survey on the cost of ESG amongst different age groups in the UK. Enjoy!

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