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Searching for: topic is "Annuities and Income Drawdown"

Surveys listed in reverse order of publication date

Results 1-15 of 660. Go to page: 1  2  3  4  ...  43  44  
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New insight provides snapshot of pension freedom behaviour
New insight provides snapshot of pension freedom behaviour
Canada Life
25 Mar 2019 United Kingdom Annuities and Income Drawdown, Pension Reform, Taxation
Canada Life has commissioned research looking at the behaviours of people who have flexibly accessed their pension savings over the past four years since the introduction of pension freedoms. The research shows that 68% of people accessing their pension are not currently using a financial adviser to help with their retirement planning and 66% did not shop around before buying a pension product from their pension provider.

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.

411145247    
 
Pension freedoms four-year anniversary: are savers withdrawing sensibly or splurging irresponsibly?
Pension freedoms four-year anniversary: are savers withdrawing sensibly or splurging irresponsibly?
AJ Bell
11 Mar 2019 United Kingdom Annuities and Income Drawdown, Investment - General, Pension Reform
A survey by AJ Bell has indicated that, on average, regular annual withdrawals under the pension freedoms are 4.7% of fund value, almost a third lower than 12 months ago.

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.

8011428B7   Click here to contact the authors.
 
New research reveals pension freedoms gender divide
New research reveals pension freedoms gender divide
AJ Bell
7 Mar 2019 United Kingdom Annuities and Income Drawdown, Equality, Investment - Performance, Pension Reform
Research commissioned by AJ Bell has revealed that 5% of women describe their knowledge of the pension freedom reforms as "very good", compared to 18% of men. The research also found that women who have entered income drawdown since the launch of the pension freedoms in April 2015 have retirement pots worth £118,000 on average. This is 34% less than the average man who has a retirement pot of £179,000.

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.

E9114239E    
 
91% of employers believe employees do not understand the tax rules when withdrawing money from their pension
91% of employers believe employees do not understand pension tax rules
Wealth at Work
4 Mar 2019 United Kingdom Annuities and Income Drawdown, Taxation
According to a survey by Wealth at Work, 91% of employers do not think that employees understand the tax rules when withdrawing money from their pension. The survey also found that many employees are unaware that they could potentially reduce or even eliminate tax charges on their retirement income by using the tax allowances and reliefs available.

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.

B311436E0    
 
LCP pensions de-risking report: Buy-ins, buy-outs and longevity swaps
Pensions de-risking report
Lane Clark & Peacock (LCP)
Mar 2019 United Kingdom Annuities and Income Drawdown, Pension Buy-out Companies
Lane Clark & Peacock has published its latest report on the buy-in, buy-out and longevity swap market. The report revealed that total buy-in and buy-out volumes reached a record-breaking £24.2bn in 2018 and explores whether pension plan demand could outstrip the available insurance capacity for the first time in 2019.

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.

AD11450FB    
 
The Lifetime Allowance ‘timebomb’ - why more than a million workers need to know what it is and what to do about it
Royal London Policy Paper 31
Royal London
Mar 2019 United Kingdom Annuities and Income Drawdown, Pensioners & Retirement, Taxation
Royal London has published its latest policy paper which aims to provide, for the first time, a broad estimate of the number of people in the working age population who are likely to be affected by the Lifetime Allowance based on their current pension wealth and pension scheme membership. According to the paper, around 1.25 million non-retired adults are expected to see their pension wealth pass the Lifetime Allowance limit by the time they retire.

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.

2C114475D    
 
Insurers to give best buy-in and buy-out pricing for favourite GMP equalisation method
Insurers to give best buy-in and buy-out pricing for favourite GMP equalisation method
Hymans Robertson
27 Feb 2019 United Kingdom Annuities and Income Drawdown, Funding and Minimum Funding Requirement
According to a Hymans Robertson survey of insurance companies that are active in the buy-in/buy-out market, there is a noticeable preference for pension schemes which adopt the D2 method of Guaranteed Minimum Pension (GMP) equalisation. The responses of seven of the eight insurers revealed a unanimous preference for pension schemes that had chosen this conversion method. By comparison Method C2, favoured by the recent High Court judgment on GMP equalisation, proved to be significantly less popular among insurers.

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

1B11412CC    
 
Planning and preparing for later life: a social survey feasibility study
Planning and preparing for later life: a social survey feasibility study
Department for Work and Pensions (DWP)
6 Feb 2019 United Kingdom Annuities and Income Drawdown, Automatic Enrolment, Savings, Scheme Design (inc. DB & DC), State Pensions
The Department for Work and Pensions (DWP) has commissioned a feasibility study into how the DWP can better understand the ways people plan and prepare for later life. The study examines what data the Government needs and it makes recommendations to help inform the future direction of research into later life issues concerning work, retirement and pensions decisions. One of the recommendations in the report is to introduce a bespoke, cross-sectional survey of 40 to 75 year olds, repeated every three to 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 >> Feb 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

801138430    
 
Drawdown investors remain resilient despite market volatility
Drawdown investors remain resilient despite market volatility
Canada Life
21 Jan 2019 United Kingdom Annuities and Income Drawdown, Savings
According to research conducted by Canada Life, 33% of investors would not make changes to their drawdown investments no matter how much stock markets fell. Of the 67% who were concerned about the stock market, it would take a fall of 7.5% in a single day to make people worried enough to review their investment strategies and move their money.

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.

871136584    
 
Preparation is the key to success - De-risking report 2019
De-risking report 2019
Willis Towers Watson
16 Jan 2019 United Kingdom Annuities and Income Drawdown, Investment - Hedge Funds, Longevity
Willis Towers Watson has published the 2019 edition of its De-risking Report, which is designed to guide pension schemes that are contemplating hedging through a bulk annuity or longevity swap through the current landscape of the insurance industry. In the report, Willis Towers Watson predicts that the trend towards bulk annuity "mega deals" witnessed in 2018, during which more than £20bn of bulk annuities were transacted, is set to continue in 2019. The report also discusses significant macro-trends which are likely to affect deal activity in 2019, including Brexit and GMP equalisation.

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.

B711397AD   Click here to contact the authors.
 
Mercer forecasts nearly one third of a trillion pounds to be paid by UK company DB pension schemes over next three years
Nearly one third of a trillion pounds to be paid by UK company DB schemes over next three years
Mercer
14 Dec 2018 United Kingdom Annuities and Income Drawdown, Scheme Design (inc. DB & DC), Transfers
According to Mercer, nearly one third of a trillion pounds will be paid by UK private sector DB pension schemes between 2019 and 2021. The record amount is due to large numbers of active and deferred members expected to transfer the value of their entitlement to another arrangement and a rapidly growing buy-in and buy-out market.

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.

CA11338D6   Click here to contact the authors.
 
Covering the cost of Christmas for life
Covering the cost of Christmas for life
Hargreaves Lansdown
13 Dec 2018 United Kingdom Annuities and Income Drawdown, Pensioners & Retirement
Hargreaves Lansdown has conducted research looking at the amount an individual would need to save into their pension to buy an annuity at the age of 65 that covered the average cost of Christmas for life. According to the results, a pension pot of £17,200 would be needed to buy an annuity at the age of 65 that would be sufficient to meet the average overall cost of Christmas of £538 per year. The research also found that women would need a bigger pension than men to cover the cost of Christmas, as they are more generous gift-givers.

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.

9D11334A1   Click here to contact the authors.
 
How are DC schemes adapting to freedom and choice?
LCP DC Scheme Survey
Lane Clark & Peacock (LCP)
Dec 2018 United Kingdom Annuities and Income Drawdown, Pension Reform, Scheme Design (inc. DB & DC)
LCP has published a report entitled "How are DC schemes adapting to freedom and choice?" The report found that, since the Freedom and Choice reforms, 60% of schemes offer three or more lifestyle strategies, allowing members to target different retirement outcomes.

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.

2F1132522   Click here to contact the authors.
 
Buy-in monitoring service - November 2018
Buy-in monitoring service
30 Nov 2018 United Kingdom Annuities and Income Drawdown, Pension Buy-out Companies, Investment - General
Hymans Robertson has published the latest edition of its buy-in monitoring service, in which it reports that the average pricing was slightly more expensive over the third quarter of 2018, but it still remains materially cheaper than the value of gilts needed to match the same liabilities.

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.

7F1131834    
 
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    
 

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