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Searching for: topic is "Advisers"

Surveys listed in reverse order of publication date

Results 1-15 of 474. Go to page: 1  2  3  4  ...  31  32  
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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.
C2114727D Click here to view the full summary.  
 
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    
 
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.
 
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    
 
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    
 
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.
 
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.

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