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Searching for: topic is "Annuities and Income Drawdown"

Surveys listed in reverse order of publication date

Results 1-15 of 648. Go to page: 1  2  3  4  ...  43  44  
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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.
2F1132522 Click here to view the full summary. 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.
7F1131834 Click here to view the full summary.  
 
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    
 
Funding the Future Life: The implications of a longer life
Funding the Future Life
Pensions Policy Institute (PPI)
20 Nov 2018 United Kingdom Annuities and Income Drawdown, Automatic Enrolment, Longevity, Part-time, Self-employed and Contract Workers, Pensioners & Retirement, Savings, State Pensions, Technology & Systems
The Pensions Policy Institute (PPI) has published a report entitled "Funding the Future Life", looking at how individuals might fund a long and healthy life. In the report, which is the second in its "The Future Life; the implications of a longer life" series, the PPI argues that greater flexibility is needed in the retirement landscape to reflect the move from a traditional three-stage life to a multi-stage life, as evidenced by its finding that 37% of 18-39 year olds would like to work part-time when they transition to retirement. It recommends four potential measures that could be taken by stakeholders including Government and providers to address socio-economic inequalities around living long and healthy lives, such as providing financial products that both facilitate saving for retirement and allow for withdrawals to be made to help with more immediate financial goals such as buying a house, starting a business or retraining.

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.

211130057    
 
Half of income drawdown customers have an income likely to last them for life
Half of income drawdown customers have an income likely to last them for life
Royal London
15 Nov 2018 United Kingdom Annuities and Income Drawdown
According to research from Royal London, only 47% of drawdown customers are taking an income which has around an 85%  chance of lasting them for the rest of their life.

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.

801129370   Click here to contact the authors.
 
Pensioners "in the dark" over how to protect their pots if markets tumble
Pensioners "in the dark" over how to protect their pots if markets tumble
Zurich
14 Nov 2018 United Kingdom Annuities and Income Drawdown, Investment - Performance, Pensioners & Retirement
Research by Zurich has found that while two thirds (64%) of retirees drawing down their pension are holding cash in reserve, fewer than one in ten (8%) would think to use it if there was a “significant” drop in the stock 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 >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

941129253    
 
Risk Transfer Report 2018
Risk Transfer Report
Hymans Robertson
Nov 2018 United Kingdom Annuities and Income Drawdown, Pension Buy-out Companies, Transfers
According to Hymans Robertson's Risk Transfer Report 2018, total pension scheme risk transfer transactions over the last year covered liabilities of about £21.9bn. The report also revealed that since 30 June 2009, the longevity swap market has seen deals covering £67bn of 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.

4311288D6    
 
The DC Future Book: 2018 Edition
The DC Future Book
Pensions Policy Institute (PPI)
11 Oct 2018 United Kingdom Annuities and Income Drawdown, Automatic Enrolment, Savings, Scheme Design (inc. DB & DC), Scheme Issues & Trends, State Pensions, Transfers
The Pensions Policy Institute (PPI) has published the fourth edition of "The DC Future Book", in association with Columbia Threadneedle Investments, which outlines available data on the DC landscape and explores current trends. The report also contains PPI modelling exploring how the DC landscape might evolve in the future both for individuals and on an aggregate level.

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.

A4112331B   Click here to contact the authors.
 
Annuities reinvented
Annuities reinvented
Milliman
Oct 2018 United Kingdom Annuities and Income Drawdown
According to research published by Milliman, an annuity combined with a drawdown product could lead to a higher likelihood of achieving an individual's target income and a higher death benefit compared to drawing down from a mixed bond and equity investment fund.

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.

4C112491B    
 
De-risking retirement before Brexit: annuities back on the menu 2 years after rates hit rock bottom
De-risking retirement before Brexit: annuities back on the menu 2 years after rates hit rock bottom
Hargreaves Lansdown
17 Sep 2018 United Kingdom Annuities and Income Drawdown, Investment - General
Research by Hargreaves Lansdown has revealed that annuity rates have risen by 19% since hitting rock bottom in September 2016. At their lowest rate, a 65 year-old with a £100,000 pension could purchase a non-increasing annuity income of £4,495. The same pension pot would buy an income of £5,431 at today's rates.

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.

1D1119712   Click here to contact the authors.
 
Data Bulletin: Issue 14
FCA Data Bulletin
Financial Conduct Authority (FCA)
6 Sep 2018 United Kingdom Annuities and Income Drawdown, Pension Reform
The Financial Conduct Authority (FCA) has published the latest issue of its quarterly Data Bulletin. In Issue 14, it considers the latest trends in the retirement income market as identified through an examination of data for the second half of the 2017/18 financial year from its Retirement Income Data Request, which tracks what action consumers take when accessing their pension pot for the first time. According to the bulletin, the total number of pension pots accessed remained consistent, however there was a 9% fall in the number of pots which were accessed as full cash withdrawals compared to the same period in the 2016/17 financial 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 >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DE1117529   Click here to contact the authors.
 
ICI defined contribution plan recordkeeper data show ongoing commitment to retirement saving
Defined Contribution Plan Participants' Activities
ICI Global
27 Aug 2018 United States Annuities and Income Drawdown, Savings, Scheme Issues & Trends
ICI Global has published the latest edition of its Defined Contribution Plan Participants' Activities study, looking at contributions, withdrawals and other activities undertaken by participants in DC plans during the first quarter of 2018, based upon DC plan recordkeeper data covering more than 30 million participant accounts in employer-based DC plans. According to the study, nearly all DC plan participants continued to make contributions, and only 1.3% made withdrawals. The study also found that loan activity decreased during the first quarter of 2018, continuing a seasonal pattern observed by ICI over the past several 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 >> Aug 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E21117122    
 
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    
 
Occupational pensions: Lump sum or annuity?
Occupational pensions: Lump sum or annuity?
Credit Suisse
21 Aug 2018 Switzerland Annuities and Income Drawdown, Countries - excl. European Union and US, Investment - Performance, Longevity, Occupations/Industry Sectors
Credit Suisse has published a study on occupational retirement provision in Switzerland. The research considers the various options available when withdrawing retirement assets whether as a lump sum or an annuity.

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.

1811153D4    
 
Buy-in monitoring service - August 2018
Buy-in monitoring service
Hymans Robertson
16 Aug 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 buy-in pricing continued to improve during the second quarter of 2018 and that 2018 is set to be a record year for bulk annuity volumes.

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.

3D111501D    
 

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