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Searching for: topic is "Death Benefits"

Surveys listed in reverse order of publication date

Results 1-10 of 10.

Pensions Buzz
Pensions Buzz
Professional Pensions
6 Sep 2018 United Kingdom Corporate Governance, Death Benefits, Master Trusts, NEST/Personal Accounts, Transfers, Trustees, Winding-up
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:
  • Should DB trustees reduce transfer values if they get a high volume of transfer requests?;
  • Should trustees always apply discretion when deciding who to pay out death benefits to?;
  • Should pension providers publish rationales for high executive pay when there is more than 20% shareholder dissent in AGMs?;
  • Should pension providers show more restraint on top level pay?;
  • Should NEST be used as a default scheme where a master trust that is not applying for authorisation cannot find a suitable scheme to wind up into?

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.

BA11178A9    
 
New research suggests over 8 million UK consumers don't understand pension freedom death benefits
New research suggests over 8 million UK consumers don't understand pension freedom death benefits
AJ Bell
26 Oct 2017 United Kingdom Death Benefits, Taxation
According to research from AJ Bell, just 7% of adults with a personal pension are aware that their pension provider has discretion over who will receive their death benefits and just 4% can correctly identify how they would be taxed. Half of the respondents (51%) assumed their pension would automatically go to the person they have nominated as the beneficiary, whilst 14% thought it would form part of their estate and 25% said they did not know.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B810693C4   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
22 Feb 2017 United Kingdom Trustees, Transfers, Surpluses and Deficits, Regulatory Bodies - the Pensions Regulator, Regulatory Bodies (excl. tPR), Equality, Death Benefits, Advisers, Administration
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include:
  • Is TPR's call to ban transfers to SSASs a good idea?;
  • Are the discount rates used for valuations overly pessimistic?;
  • Would the FCA's proposed all-in fund charge improve outcomes for members?;
  • Should underfunded DB schemes with struggling sponsoring employers be allowed to suspend indexation?; and
  • Has the industry deliberated enough about whether death benefits are awarded equally to surviving partners of unmarried couples vs married couples?

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

87102812   Click here to contact the authors.
 
UK Cohabitees have greater financial risk, as confusion reigns over legal and benefit entitlements
Aviva Family Finances Report
Aviva
15 Feb 2017 United Kingdom Scheme Design (inc. DB & DC), Death Benefits
According to Aviva's Family Finances Report, 21% of  cohabitees believe they would inherit their partner's final salary pension on their partner's death. However, 33% of cohabitees have not yet named their partner as a beneficiary of their pension if they die and 6% do not know whether they have nominated their partner or not.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2E1026B1   Click here to contact the authors.
 
Let's talk about... anything but money - Couples risk retirement well-being by avoiding conversations about financial planning
Let's talk about... anything but money
Prudential
30 Oct 2015 United Kingdom State Pensions, Pensioners & Retirement, Death Benefits, Advisers
Prudential has conducted a survey finding that 20% of couples aged over 40 have never discussed retirement planning. Nearly half have no idea what their retirement income will be and only 42% have ensured retirement income will continue if one of them dies.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F994188B   Click here to contact the authors.
 
2005/6 MetLife Study of Employee Benefits Trends
2005/6 MetLife Study of Employee Benefits Trends
MetLife Retirement & Savings
15 Nov 2006 United States Worldwide News, Scheme Issues & Trends, Scheme Amendment, Scheme Design (inc. DB & DC), Savings, Pension Increases, Pensioners & Retirement, Occupations/Industry Sectors, Death Benefits, Countries - US
In 2005, MetLife commissioned a national study of employee benefits trends, surveying both employers (HR/Benefits executives at companies with two or more employees) and employees (full-time workers, age 21 and older).

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 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B93534CF    
 
Clerical Medical research: new retirees caught in a sandwich generation
New retirees caught in a sandwich generation
Clerical Medical
20 Sep 2006 United Kingdom State Pensions, Savings, Pensioners & Retirement, Payment of Pensions, Investment - General, Death Benefits, Annuities and Income Drawdown
New research from Clerical Medical shows that there is an emerging "sandwich" generation of retirees, supporting both ageing parents and dependent children and grandchildren.

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 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B43543EF    
 
S & P predicts widening gap in pension under-funding for companies, federal, state and local governments
Widening gap in pension under-funding for companies, federal, state and local governments
Standard & Poor's
6 Jun 2006 United States State Pensions, Savings, Pensioners & Retirement, Payment of Pensions, Equality, Death Benefits
Research by Standard & Poor's (S&P) states that, at current levels, under-funding of corporate and public pension funds will cause individual firms great hardships and force federal, state and local governments to raise taxes.

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 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D23332AC   Click here to contact the authors.
 
Only one in three women have pensions
Only one in three women have pensions
Investec Private Bank
25 Apr 2006 United Kingdom State Pensions, Savings, Pensioners & Retirement, Payment of Pensions, Equality, Death Benefits
Research from Investec Private Bank reveals that only 35% of women claim to have a pension 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 >> Apr 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CF33311D    
 
The MetLife Study of Employee Benefits Trends
Findings from the 2004 National Survey of Employers and Employees
MetLife Retirement & Savings
Nov 2004 United States Occupations/Industry Sectors, Death Benefits
The results of this study demonstrate a number of significant trends in the USA. While employees are very concerned about big issues such as income protection (71%), healthcare (59%) and outliving their retirement savings (49%), they value immediate-term benefits (eg, paid vacation days) significantly more than protection products, such as disability insurance and life insurance. On the retirement savings front, almost one-third (28%) of employees either haven’t started saving for retirement or have no retirement savings goals.

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 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E928578E   Click here to contact the authors.
 

Results 1-10 of 10.