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Searching for: topic is "Advisers"

Surveys listed in reverse order of publication date

Results 1-15 of 482. Go to page: 1  2  3  4  ...  32  33  
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Pensions Buzz
Pensions Buzz
Professional Pensions
6 Aug 2019 United Kingdom Advisers, Investment - Management, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC), Scheme Issues & Trends, Taxation, 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:
  • DC providers will be required to suggest ‘investment pathways’ to non-advised members from 2020, but not provide the needed products. Will this have a meaningful effect?;
  • Do you agree with the FCA’s proposal to ban contingent charging on DB transfer advice?;
  • Do you have concerns about the level of DC member engagement?;
  • Should there be an agreed definition for value for money in workplace pension schemes? If yes what should that definition be?; and
  • Should pension taxation be moved to a tax-exempt-exempt (TEE) structure?
4F11615D3 Click here to view the full summary.  
 
Advisers predict huge growth in clients seeking decumulation advice
Advisers predict huge growth in clients seeking decumulation advice
Heartwood Investment Management
29 Jul 2019 United Kingdom Advisers, Investment - General, Longevity
According to research from Heartwood Investment Management, 86% of financial advisers expect exponential growth in clients requiring decumulation advice over the next five years. Decumulation is the conversion of pension assets accumulated throughout an employees’ working life into retirement income. With this increasing demand, advisers have warned of significant challenges facing clients seeking retirement income, with 61% of advisers believing there has been insufficient industry focus on decumulation solutions.

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

6E11601B9   Click here to contact the authors.
 
Adviser Engagement with Automatic Enrolment Survey 2019
Adviser Engagement with Automatic Enrolment
The Pensions Regulator (TPR) and OMB Research
Jul 2019 United Kingdom Advisers, Automatic Enrolment
TPR has published the results of a survey of advisers operating in the automatic enrolment market. The research, conducted by OMB Research on behalf of the Regulator, looked at the extent of advisers' knowledge around automatic enrolment, their sources of information, and the degree to which they supported both new businesses and existing small businesses with their initial and ongoing duties. According to the survey, 95% of advisers were aware of instant pensions duties placed upon the employer on the first day of employment of their first employee, representing an improvement in awareness from the 2017 Intermediaries Survey.

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

BF11590CD    
 
Fixing the freedoms
Fixing the freedoms
Age UK
30 Jun 2019 United Kingdom Advisers, Pensioners & Retirement, Pension Reform
According to a paper commissioned by Age UK, low take up of advice and guidance provision is leading to many older people making risky decisions they may subsequently regret. The paper claims that since the introduction of pension freedoms a lack of innovation has led to many older savers being forced into making complex decisions without advice or appropriate products to choose from.

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

4E11567B4    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
26 Jun 2019 United Kingdom Accounting, Advisers, Industry Bodies (excl. Regulatory Bodies), Legislation, Regulatory Bodies (excl. tPR), Taxation, 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:
  • Is it fair that financial support direction regulations can be imposed on companies for events that preceded the regulations, as in the case of the Box Clever Pension Scheme?;
  • The FCA has found 69% of those who were advised on DB transfers between 2015 and 2018 were recommended to transfer out. Is this too high, about right or too low?;
  • Do you think asset managers have made significant improvements to cost transparency reporting since disclosure regulations came into force in 2018?;
  • Would Boris Johnson be detrimental to pensions if he becomes prime minister?; and
  • Is the complex taxation of pensions encouraging employers to diversify reward away from pensions?

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

2711566AB    
 
Mass confusion over drawdown as half of retirees unaware they can vary income
Mass confusion over drawdown as half of retirees unaware they can vary income
Zurich UK
19 Jun 2019 United Kingdom Advisers, Annuities and Income Drawdown, Investment - General
According to research by Zurich, more than half of people in drawdown are unaware they can vary their income up or down, or halt it altogether. This is equivalent to 307,000 people and potentially leaves drawdown investors at risk of taking an unsustainable level of income. The research also showed that 35% of non-advised consumers understand they can reduce their drawdown income, compared to 77% of consumers receiving advice.

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

C911555FD   Click here to contact the authors.
 
Tens of thousands entering retirement without ever taking advice each year, ABI warns
Tens of thousands entering retirement without ever taking advice each year, ABI warns
Association of British Insurers (ABI)
3 Jun 2019 United Kingdom Advisers, Longevity, Pensioners & Retirement, Pension Scams, Taxation
Analysis by the ABI has found that more than 62,000 people accessed some of their pension for the first time between April and September last year, but 34% of these customers had not taken any form of financial advice.

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

4B11537D5   Click here to contact the authors.
 
Nervous investors need advice 4 years into Pension Freedoms
Nervous investors need advice 4 years into Pension Freedoms
AEGON
6 May 2019 United Kingdom Advisers, Annuities and Income Drawdown, Pension Reform
Aegon has published research marking the fourth anniversary of the introduction of pension freedoms showing a change in retirement patterns. The results show that the 250 advisers surveyed reported that, on average, 74% of assets are invested in drawdown compared to just 16% in annuities and 10% in cash, a significant 38% of the advisers said running out of money in retirement was among the top three concerns their clients had.

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

7611505DD    
 
Liability Driven Investment: A £1 trillion market - Annual Survey 2019
Liability Driven Investment - Annual Survey 2019
XPS Pensions Group
Apr 2019 United Kingdom Advisers, Funding and Minimum Funding Requirement, Investment - Performance, Scheme Design (inc. DB & DC)
XPS Pensions Group has published its annual survey of Liability Driven Investment. The survey reveals that the total value of liabilities hedged go over the £1trn mark. This is a £59bn or 6% increase from £965bn in 2017 to £1,024bn in 2018. The figures also show a 12% increase in mandates, which increased from 2,140 to 2,405, the biggest single contributor to this being 127 directly accessed pooled funds.

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

C2114727D    
 
Aon Benefits and Trends Survey 2019
Aon Benefits and Trends Survey 2019
26 Mar 2019 United Kingdom Advisers, Automatic Enrolment, Investment - Performance, Scheme Design (inc. DB & DC)
Aon has published the ninth edition of its Benefits and Trends Survey, highlighting key areas of focus for UK pension schemes. The survey has covered areas such as organisations' approaches to pension provision and financial wellbeing. The figures revealed that Group Personal Pensions continued to be the most popular DC pension scheme, at 62%. Results also showed that 62.5% of respondents consider employee financial wellbeing to be the responsibility of the employer.

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

9B114534F   Click here to contact the authors.
 
Defaqto's Pension Service Review reveals mixed bag with the performance of providers
Defaqto's Pension Service Review
Defaqto
6 Mar 2019 United Kingdom Advisers, Investment - General
Defaqto has published its annual review of the service delivered by pension providers as rated by financial advisers. The survey measured the relative importance of seven satisfaction categories, the ranked order of importance of which has stayed much the same as in 2017, topped by pension freedom servicing.

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

DA114296D    
 
Quick or slow: how does your pension provider compare?
Quick or slow: how does your pension provider compare?
Portafina
16 Jan 2019 United Kingdom Advisers, Pension Reform, Scheme Design (inc. DB & DC)
Pension advice company Portafina has conducted research to discover which pension providers respond the quickest and which take the longest to supply essential details, especially in light of the options arising since the introduction of pension freedoms. The research for 2018 covered 11,431 requests for information made to over 650 different DC and DB pension scheme providers and scheme administrators. Based on the average time to provide information, the fastest DC scheme was Hargreaves Lansdown and the fastest DB scheme was Legal and General.

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.

AD11364CA    
 
Living the dream? Aon DC and Financial Wellbeing Member Survey 2018
Aon DC and Financial Wellbeing Member Survey 2018
Aon
Dec 2018 United Kingdom Advisers, Savings, Scheme Design (inc. DB & DC)
Aon has published the results of its Aon DC and Financial Wellbeing Member Survey 2018, which highlights that people in mid-career, from 35 to 49 years of age, are the most likely to struggle when it comes to saving enough. The survey also showed that whilst 72% of all respondents said they feel confident about making financial decisions that affect their future, 59% feel they are not saving enough for their long-term needs.

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.

DC11339A7    
 
Pensions Research 2018 - December 2018
Pensions Research 2018
Employee Benefits and Barnett Waddingham
Dec 2018 United Kingdom Advisers, Automatic Enrolment, Brexit, Lifetime ISA, Pension Reform, Scheme Design (inc. DB & DC)
A report published by Employee Benefits and Barnett Waddingham has shown that 85% of its 246 respondents believe it is too early to tell what the impact of Brexit will be on pensions. Of those surveyed, 30% think Brexit will have no impact - an increase from the 11% who felt the same way in 2017.

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.

C61131988    
 
Over-50s think they need a £500K windfall to make financial advice worthwhile
Over-50s think they need a £500K windfall to make financial advice worthwhile
The London Institute of Banking & Finance and Seven Investment Management (7IM)
26 Nov 2018 United Kingdom Advisers, Brexit, Investment - General, Savings
According to research by the London Institute of Banking & Finance (LIBF) and Seven Investment Management (7IM), only 53% of Britain's over-50s feel well prepared for retirement, with 38% worrying about it, but it would take a windfall of over half a million pounds before most would call in a financial adviser.

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.

A011320C3    
 

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