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Searching for: topic is "Administration"

Surveys listed in reverse order of publication date

Results 1-15 of 578. Go to page: 1  2  3  4  ...  38  39  
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First Report: Costs and Past Performance
Costs and Past Performance
European Insurance and Occupational Pensions Authority (EIOPA)
10 Jan 2019 Europe (including EU) Accounting, Administration, European Union issues, European Union members
The European Insurance and Occupational Pensions Authority (EIOPA) has published its first report on the costs and past performance of insurance and pension products across the EU. The report sets out aggregate data for the costs of insurance-based investment products (IBIPs) as well as for certain similar personal pension products (PPPs) and sets out the net performance for the period between 2013 and 2017. The report follows a request of the European Commission to the European Supervisory Authorities to periodically report on costs and past performance of retail investment, insurance and pension products.

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 >> Jan 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7311361C4    
 
2018 Update on IOPS work on fees and charges
IOPS Working Papers on Effective Pensions Supervision No 32
International Organisation of Pension Supervisors (IOPS)
Jan 2019 WORLDWIDE Administration, Worldwide News
The International Organisation of Pension Supervisors (IOPS) has published a working paper which reviews the fees charged in 88 different pension schemes in 45 selected jurisdictions. In the 14 jurisdictions for which IOPS had sufficient data for both 2014 and 2018, the major tendency is the decrease of average fees as compared to 2014.

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 >> Jan 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

23113693A    
 
Master Trust Report
Master Trust Report
Pensions Management Institute (PMI)
4 Dec 2018 United Kingdom Administration, Pensions Dashboard, Master Trusts, Regulatory Bodies - the Pensions Regulator, Technology & Systems, Trustees
The PMI's Master Trust Working Party has published the results of a survey it conducted asking master trusts for their views on issues and barriers facing the industry such as the regulatory framework, the adoption of technology, and whether there is a skills shortage among both providers and regulators. According to the results, 93% of respondents said that the master trust authorisation regime is to be welcomed, while 87% felt that the regime would accelerate the consolidation of the providers. The report also revealed that 60% of master trusts surveyed believe that there will be no more than 20 master trust providers in five years.

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 >> Dec 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F5113352B    
 
OECD Pensions Outlook 2018
OECD Pensions Outlook
Organisation for Economic Co-operation and Development (OECD)
Dec 2018 WORLDWIDE Administration, European Union issues, European Union members, Funding and Minimum Funding Requirement, Pensioners & Retirement, Scheme Design (inc. DB & DC)
The Organisation for Economic Co-operation and Development (OECD) has published its "Pensions Outlook 2018", which provides an analysis of different pension policy issues in OECD countries, including both public and private pension systems. The report covers approaches to optimise the design of pension arrangements in order to improve retirement outcomes for members through increasing savings, efficiency (aligning charges with the costs of providing pensions, improving governance, investment and risk management), and the efficacy in different personal situations.

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 >> Dec 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1C11342D0    
 
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.

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.

C6113105A   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    
 

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