The Broadcast

Hosted by Broadstone Corporate Benefits

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Latest episode

Jun 2026

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About the show

The Broadcast is our series of podcasts looking at the latest news and topics covering pensions, investments, employee benefits, insurance and more. It is hosted by our very own Broadstone specialists who are often joined by leading experts across their industries.

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41 recent

June 11, 202639 min

Member Communications – Doing it Better

In this episode, host David Brooks is joined by Jez Petty Director at Like Minds and Kate Upcraft from the Association of Member Nominated Trustees (AMNT) to discuss how pension schemes can improve the way they communicate with their members.Jez shares insights from shortly to be released research, including why the industry has historically undervalued communications and whether increasing regulatory requirements have reinforced disengagement. The conversation then turns to how trustees can better understand and reach different groups within their membership, and the role of Member Nominated Trustees in maintaining that connection.

May 28, 202630 min

Managing Surplus: Opportunity or Complication?

When a surplus appears, it raises some deceptively simple – but important – questions. Who controls it? How should it be used? And how does it fit with a scheme’s long-term strategy?In this episode our host David Brooks is joined by Hatty Goodwin a Trustee Director at IGG and Broadstone’s Head of Investment Consulting Marc Devereux.They explore how trustees and sponsors think about surplus in practice – from materiality and asset allocation to liquidity, run-on plans and a changing legislative backdrop.

January 22, 202640 min

Gender in Pensions

In this episode, host David Brooks is joined by Kelly Parsons, Broadstone’s Head of DC Proposition, and Susan Hope, Business Development Director at Scottish Widows, to explore insights from the latest Scottish Widows Women and Retirement Report.Together they unpack the systemic barriers that continue to affect women’s ability to save adequately for retirement, sharing both data‑driven findings and personal reflections & anecdotes. The discussion also highlights the practical steps individuals and employers can take — from improving financial education to rethinking workplace responsibilities — to help close the gender pensions gap and deliver better long‑term outcomes for women.

August 11, 202530 min

Training and Board Effectiveness – Top Tips

Our host David Brooks, Head of Policy, is joined by Christopher McCarthy and Catherine Fenton to talk through the importance of ensuring that trustees maintain the required knowledge and understanding to execute their roles properly. They also talk through ways to identify weaknesses and source the support trustees need. Trustee knowledge and understanding is a statutory requirement, something The Pensions Regulator takes very seriously and so trustees should maintain a watchful eye on complying appropriately and effectively.

July 28, 202531 min

Retirement Reflections on the UK Private Medical Insurance Industry

Listen in as our Head of Health & Protection, Brett Hill, talks to industry legend Iain McMillan to get his take on a career spanning 33 years in the UK PMI industry following his recent retirement from Bupa. We hear Iain’s thoughts in the current state of the industry, and his reasons for optimism about the industry’s future.

July 11, 202528 min

Vulnerable Members

David Brooks is joined by Fiona White Broadstone's Pensions Operations Manager to discuss how we support members or beneficiaries we identify as vulnerable, how we can identify them, help them with sensitivity and help our colleagues have the tools they need to do this.

May 8, 202525 min

Banking: Risk & Regulations Unplugged

In this insightful episode, host Rahul Choudhary, Director of Risk at Broadstone, sits down with Nidhi Agarwal, Chief Model Risk Officer at Virgin Money, to demystify the complex and ever-evolving world of banking regulations and risk management.Tune in now to explore:What makes Model Risk Management the “silent guardian” of bankingHow AI is being leveraged - and regulated - in the risk spaceWhy climate risk could be the next financial crisisThe human side of risk: mentorship, ethics, and inclusion in finance

April 11, 202533 min

Trump Tariffs and Investment Governance

As Lenin said “There are decades where nothing happens; and there are weeks where decades happen”. We are living in interesting times and there is a lot to unpack with the Trump Tariffs: even though these have changed substantially in the past few days, there are things trustees can do to make sure schemes are protected in times of uncertainty. Our host David Brooks is joined by Senior Investment Consultant Matthew Downey to talk through the What, How, Why and, most importantly, “So What” of the US government’s latest economic policy.

March 18, 202530 min

The Trustee Agenda: Investment Consulting

Your host David Brooks is joined by Marc Devereux, Head of Investment Consulting and Rosalind Scott-Douglas, Investment Director to discuss how buy-in and buy-out has impacted investment strategies, what run-on can look like, the investment implications of the funding code, growth assets, and lower risk strategies.

March 5, 202528 min

The Trustee Agenda: Governance and Consulting

Your host David Brooks is joined by Senior Consultants & Trustee Secretaries Catherine Fenton and Chris McCarthy to discuss the General Code, Cyber risk and the importance of Trustee Secretaries.

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