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Searching for: topic is "Advisers"

Surveys listed in reverse order of publication date

Results 1-15 of 469. Go to page: 1  2  3  4  ...  31  32  
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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.
C61131988 Click here to view the full summary.  
 
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.
A011320C3 Click here to view the full summary.  
 
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.
 
Navigating Change
Navigating Change
Barnett Waddingham
26 Nov 2018 United Kingdom Advisers, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Trustees
Barnett Waddingham has published research revealing the views of 100 trustees of DB pension schemes in the second quarter of 2018. According to the results, 40% of respondents are in the process of changing their actuarial consultant, with a further 21% currently considering a change and 9% likely to consider changing in the near 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 >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3E11306EF   Click here to contact the authors.
 
Two-thirds of retirees leave investments alone despite volatility
Two-thirds of retirees leave investments alone despite volatility
AEGON
21 Nov 2018 United Kingdom Advisers, Annuities and Income Drawdown, Investment - Management
Research from Aegon has found that whilst retirees are concerned about recent market volatility, they are refraining from changing the investment policies of their drawdown products. According to the findings, 52% of retirement age adults said they had not decreased their rate of drawdown withdrawal as a consequence, although 11% said they were reassessing their investment strategies.

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.

A411302DF    
 
Pensions: a time of change, a time of opportunity
Pensions: a time of change, a time of opportunity
Burges Salmon and Professional Pensions
Oct 2018 United Kingdom Advisers, Local Government, Savings, Scheme Design (inc. DB & DC)
Burges Salmon and Professional Pensions have published a survey covering four main areas including the future of DB pension schemes, the role of financial advice, pensions in the changing world of work and LGPS consolidation. The survey, which includes statistics from YouGov, shows that 58% of British workers do not think that  their workplace pension alone will provide sufficient income in retirement. The figures also show that 45% of respondents said they find it 'fairly difficult or very difficult' to access good 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 >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4711226E0   Click here to contact the authors.
 
What will the FCA's new rules mean for DB to DC pension transfers?
What will the FCA's new rules mean for DB to DC pension transfers?
LCP and Royal London
Oct 2018 United Kingdom Advisers, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC), Transfers
Lane Clark & Peacock and Royal London have published a joint policy paper looking at how the FCA's new rules on pension transfer advice will affect the DB to DC pension transfers. From 1 October, financial advisers are obliged to show their clients how the transfer value they have been offered by their company pension scheme compares with an estimate of the lump sum needed today to buy an equivalent pension at retirement to the one being given up. Key findings from the research show that for savers ten years away from retirement, the transfer value will on average be around 55% of the 'full value' of the pension they have given up.

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.

24112241A    
 
Brits say a Pensions Dashboard would help them save more, but robo-advice is a step too far for many, find LCP/YouGov
Brits say a Pensions Dashboard would help them save more, but robo-advice is a step too far
Lane Clark & Peacock (LCP) and YouGov
27 Sep 2018 United Kingdom Advisers, Pensions Dashboard, Savings, Technology & Systems
A survey from Lane Clark & Peacock (LCP) and YouGov has found that 57% of respondents would not trust retirement planning and savings guidance from a robo-adviser. However, 21% said having a Pensions Dashboard to manage all of their pensions would be the online technology that would most encourage them to save more for retirement.

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.

4D1121579    
 
Active beats passive in battle for drawdown supremacy
Active beats passive in battle for drawdown supremacy
Zurich
22 Aug 2018 United Kingdom Advisers, Annuities and Income Drawdown, Pension Reform
Research by Zurich has revealed that advisers overwhelmingly favour active over passive funds in a new drawdown landscape, with 89% of drawdown assets being invested into active funds. The figures also show that advisers are more likely to look abroad to generate returns, investing 79% of drawdown assets in global funds as opposed to 21% in UK 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 >> Aug 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DB11155AF    
 
Plan sponsors' top concern shifts from reducing plan costs to helping employees prepare for retirement
Plan Sponsor Attitudes Study
Fidelity Investments
13 Aug 2018 United States Advisers, Automatic Enrolment, Countries - US, Funding and Minimum Funding Requirement, Investment - General
According to Fidelity Investments' ninth annual Plan Sponsor Attitudes Study, 33% of plan sponsors cited whether the plan was effectively preparing employees for retirement financially as their main concern. In order to help employees achieve their savings goals, 82% of plan sponsors are making changes to their plan design and 83% are altering their investment menus.

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

901113630    
 
The changing shape of the consumer market for advice: interim consumer research to inform the Financial Advice Market Review (FAMR)
The changing shape of the consumer market for advice: interim consumer research
Financial Conduct Authority (FCA)
Aug 2018 United Kingdom Advisers, Regulatory Bodies (excl. tPR)
The FCA has published a report outlining findings from qualitative research with consumers, which is intended to inform the Financial Advice Market Review (FAMR). According to the results, 4.5 million UK adults took financial advice on investments, saving into a pension or retirement planning in the last 12 months, up from 3.2 million the previous year. According to the findings, only 3% of all adults used Pension Wise in the last 12 months, whilst 4% used TPAS and 15% used other Government or consumer websites such as: Money Advice Service; Citizens Advice; and GOV.UK.

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

761120774    
 
Beyond Pensions: pension and the provision of wider financial wellbeing
Beyond Pensions
Barnett Waddingham
Aug 2018 United Kingdom Advisers, Longevity, Pension Reform, Savings
A report from Barnett Waddingham has revealed that employers believe that employees, the Government and employers are almost equally responsible for ensuring the workforce has the minimum living wage income at retirement. The report also shows that even though only 8% of employees believe employers are responsible for their future savings, 74% of UK businesses contribute more than the minimum auto-enrolment rate.

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

3711157FC    
 
Liability Driven Investment: Unique insights for UK pension schemes - Annual Survey 2018
Liability Driven Investment - Annual Survey 2018
XPS Pensions Group
Jul 2018 United Kingdom Advisers, Funding and Minimum Funding Requirement, Investment - Performance, Scheme Design (inc. DB & DC)
XPS Pensions Group has published its first survey of Liability Driven Investment (LDI). The survey reveals that the total value of liabilities hedged by LDI strategies at the end of 2017 increased to £965bn representing protection of nearly half of UK pension scheme exposure to hedge interest rate and inflation risk. Figures also showed that pooled LDI solutions accounted for 87% of new mandates in 2017, reflecting the growing number of small to medium sized schemes beginning to hedge.

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

C21109197   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
28 Jun 2018 United Kingdom Advisers, Investment - General, Regulatory Bodies (excl. tPR), Regulatory Bodies - the Pensions Regulator, Transfers, 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:
  • The Government has proposed a £1m civil fine for companies which fail to inform the Regulator of certain notifiable events. Is this set at an appropriate level?;
  • Have members of your scheme, or a scheme you work with, been targeted by advisers looking to persuade them to transfer out of their DB pension?;
  • Should the Government change the law to require trustees to heed IFAs’ advice on DB member transfers?;
  • Ahead of the Competition and Markets Authority’s provisional decision on its investment consultant market investigation, how much change do you believe it will recommend?; and
  • Is The Pensions Regulator’s current base in Brighton appropriate?

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

A7110818C   Click here to contact the authors.
 
Advisers say lack of consumers' understanding is their biggest pension freedoms concern
Advisers say lack of consumers' understanding is their biggest pension freedoms concern
Prudential
6 Jun 2018 United Kingdom Advisers, Pension Reform, Pension Wise
Research for Prudential has found that financial advisers' biggest concerns include insufficient understanding and awareness of pension freedoms among consumers. The research also shows that advisers believe pension freedoms to be a success, with 81% backing the reforms, while just under a third of advisers (30%) believe the new rules have been very successful.

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

5911032D2   Click here to contact the authors.
 

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