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Searching for: topic is "Administration"

Surveys listed in reverse order of publication date

Results 1-15 of 574. Go to page: 1  2  3  4  ...  38  39  
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2018 Adviser Barometer
Adviser Barometer
Prudential
26 Nov 2018 United Kingdom Accounting, Administration, Advisers
Findings from Prudential's 2018 Adviser Barometer have revealed that 39% of advisers believe that retirement income taxation will drive the most business over the next three years, the second most popular topic after inheritance tax protection. The research also found that 6% of advisers currently believe DB to DC will drive the most business over the next three years, compared to 11% last year.
C6113105A Click here to view the full summary. Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
21 Nov 2018 United Kingdom Administration, Pensions Dashboard, Legislation
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • What single pensions policy should the new Secretary of State, Amber Rudd, focus on most?;
  • How do you feel about the DWP’s capacity for pensions policy at present?;
  • Should the Government introduce legislation to allow for DB scheme rights to be simplified?;
  • If the pensions dashboard is hosted by just one provider, who should that be?; and
  • Should schemes be required to use third-party evaluators when seeking a fiduciary manager?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

83113037E   Click here to contact the authors.
 
2018 KPMG UK Fiduciary Management Survey
KPMG UK Fiduciary Management Survey
KPMG
20 Nov 2018 United Kingdom Administration, Investment - Ethical and SRI, Investment - General, Trustees
Research from KPMG has found that the number of DB pension schemes using fiduciary management grew by 9% in the year to June 2018, compared to a 30% growth across the previous year. According to KPMG, this amounts to the lowest level of growth since it began tracking the pension scheme fiduciary market in 2008.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E4112986C    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
31 Oct 2018 United Kingdom Administration, Case References and Dispute Resolution, Collective Defined Contribution (CDC) schemes, Equality, Pension Protection Fund, Scheme Issues & Trends, Transfers
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • Do you think there is clarity on GMP equalisation following the High Court judgment in the Lloyds case?;
  • If partial transfers were introduced for your scheme, in which range do you think should be the highest amount withdrawable?;
  • Should the DC default fund charge cap include performance fees?;
  • Who do you think would be better placed to run collective defined contribution schemes?; and
  • The PPF’s chief executive Oliver Morley has said there could be a revival of DB in the future. Do you agree?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6E1127194   Click here to contact the authors.
 
Half of SMEs have already switched auto-enrolment provider
Half of SMEs have already switched auto-enrolment provider
Welplan Pensions
31 Oct 2018 United Kingdom Administration, Automatic Enrolment
According to the results of a survey conducted by Welplan Pensions and Opinium, 54% of small and medium-sized enterprises (SMEs) have switched auto-enrolment provider since their original staging date. The research, which involved the questioning of 500 senior decision makers at SMEs, also found that 49% plan to switch provider in future.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2D1126518    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
24 Oct 2018 United Kingdom Administration, Collective Defined Contribution (CDC) schemes, Taxation
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • How likely is it that the new, simpler annual pension statement on two sides of A4 paper will be more engaging for members?;
  • When the Institutional Disclosure Working Group’s voluntary cost disclosure templates are published, will you expect your asset manager(s) to use them?;
  • Do you think the use of fear-based approaches is an effective way to engage people in pensions?;
  • Do you think well-designed collective defined contribution (CDC) pension funds would be viable for some UK employers other than Royal Mail?; and
  • Should non tax-payers receive tax relief as they currently do in some schemes?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1F11260BC   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
16 Oct 2018 United Kingdom Administration, Brexit, Investment - Ethical and SRI, Trustees
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • Are default decumulation pathways a good way to overcome retirement confusion?;
  • Has your pension scheme or a scheme you work with started contingency planning to assess the impact of a no-deal Brexit?;
  • Should financial services firms be required to disclose the potential effect of climate change on long-term investments, such as pensions?;
  • Are basis point charges still a legitimate way for trustees to assess investment management costs when appointing managers?; and
  • Should member-nominated trustees be paid?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

311125095   Click here to contact the authors.
 
Superannuation Fund Disclosure: Past, Present and Future
Superannuation Fund Disclosure: Past, Present and Future
Monash University/Australian Centre for Financial Studies
Oct 2018 Australia Administration, Countries - excl. European Union and US, Funding and Minimum Funding Requirement, Investment - General
The Australian Centre for Financial Studies has published a study setting out four disclosure indexes for Australian superannuation funds alongside an evaluation of the disclosure practices of these funds for the period between 2010 and 2016.  The four superfunds disclosure indexes are the: SuperGov Index, SuperInvest Index, SuperFee Index and SuperInfo Index. According to the findings, superfunds had succeeded in disclosing information related to their governance, with many achieving full disclosure in the SuperGov Index. However, disclosure of fund fees and costs, and investment-related information was mixed, meaning that the level of disclosure, as measured by the SuperInvest and SuperFee Indices, remained limited for many superfunds.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AA1130471    
 
Fees are the main obstacle preventing pension schemes from investing in hedge funds
Fees are the main obstacle preventing pension schemes from investing in hedge funds
AMX
27 Sep 2018 United Kingdom Administration, Funding and Minimum Funding Requirement, Investment - General
Research from institutional asset management marketplace AMX, in which 200 individuals with investment responsibilities for pension schemes were surveyed, has found that 38% believe high management fees are an obstacle to investing in hedge funds. According to the findings, the other obstacles to investing in hedge funds are: insufficient risk reporting (32%); difficulty of comparing fund performance (26%); and inability to govern individual funds (25%).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2011212B0    
 
10th national 403(b) retirement plan survey: Organizations adopting best practice plan designs
National 403(b) retirement plan survey
Plan Sponsor Council of America (PSCA)
26 Sep 2018 United States Administration, Countries - US
According to the tenth annual 403(b) Plan Survey from the Plan Sponsor Council of America (PSCA), the use of an investment advisor who acts as a plan fiduciary has increased by 40% in just four years. The use of automatic enrolment has increased by 45% since 2008 and is now used by 23.9% of plans.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7711214E2    
 
Nationwide survey reveals LGPS Funds’ high levels of confidence
Nationwide survey reveals LGPS Funds’ high levels of confidence
Hymans Robertson
18 Sep 2018 United Kingdom Accounting, Administration, Investment - Management, Investment - Performance, Local Government, Scheme Issues & Trends
Hymans Robertson has published the results of the first ever nationwide survey of Committee and Local Pension Board members of the Local Government Pension Schemes. The survey received input from over half of all LGPS funds and asked participants to rate their confidence levels across eight key knowledge areas, including pensions governance, investment performance and risk management and pensions accounting and audit standards. The participants identified investment performance and risk management and committee role and pensions legislation as the two areas of their work in which they had the greatest confidence, with 91% of respondents feeling "mostly or completely confident" in the latter.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E01120126    
 
Auto-enrolment now covers all employers, but are the pension records already wrong?
Auto-enrolment now covers all employers, but are the pension records already wrong?
Pensionsync
13 Sep 2018 United Kingdom Administration, Automatic Enrolment, Technology & Systems
Pensionsync has conducted research looking at the accuracy of automatic enrolment data relating to contributions made to over 10,000 schemes. The research has revealed that 50% of the data sent by employers to pension providers contains errors and must be sent back for correction, with common errors including contribution amounts being either too high or too low and inaccurate postcodes.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AE1120275    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
13 Sep 2018 United Kingdom Accounting, Administration, Funding and Minimum Funding Requirement, Investment - Ethical and SRI, Master Trusts, Pension Protection Fund, Regulatory Bodies - the Pensions Regulator, Surpluses and Deficits, Trustees
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • Should the PPF cap be amended to ensure all members get at least 50% of the benefits promised?;
  • Is the regulator right to be taking a much tougher approach to smaller DB and DC schemes?;
  • How many DC master trusts does the UK need?;
  • Should detailed cost disclosure become mandatory for asset managers?;
  • The DWP has dropped plans to force schemes to publish statements on how they take members’ views on ESG issues into account. Is this right?;
  • Should DB sponsors disclose their pension liabilities in their accounts on an alternative basis to the accounting standard?; and
  • If trustees could do one single thing to improve the pension awareness of members, what do you think it should be?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3E11196D5    
 
Academies LGPS pension arrangements
Academies LGPS pension arrangements
Government Actuary's Department (GAD)
11 Sep 2018 United Kingdom Administration, Funding and Minimum Funding Requirement, Local Government, Public Sector Pensions
The Government Actuary’s Department (GAD) has published a review of the treatment of academies within the Local Government Pension Scheme (LGPS). According to the review, there is a big variation in individual contribution rates (some academies contribution rates are in excess of 30% of pay, whilst others pay less than 10%) and funding levels for academies both within and across Funds (some academies have funding levels below 25% whilst others are above 100%).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5F11200EF    
 
DC research response
DC research response
The Pensions Regulator (TPR)
Sep 2018 United Kingdom Administration, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Trustees
TPR has published the response to its June 2018 DC research survey, which aimed to understand the extent to which trustees meet the expectations set out by the Regulator in its DC governance and administration code of practice and related guidance, as well as the barriers that trustees face in running their schemes. According to the report, this year's survey shows some improvements in DC governance and administration, with over half of DC members in schemes that meet all their key governance requirements, but overall the results are similar to those found in last year's survey. In its response TPR has also raised concerns about small DC schemes, which this year's research has shown to still be sub-standard in how they are run.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BB1127696    
 

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