About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: topic is "Disclosure"

Surveys listed in reverse order of publication date

Results 1-15 of 24. Go to page: 1  2  
Jump to : Jul 2017  May 2017  Apr 2015  Jan 2015  Jan 2013  Nov 2012  Sep 2010  Aug 2008  Jun 2008  May 2008  Feb 2008  Jan 2008  Oct 2007  Sep 2007  Jan 2007  Aug 2006  Jul 2006  Jun 2006  May 2006

Pensions Buzz
Pensions Buzz
Professional Pensions
5 Jul 2017 United Kingdom Taxation, Investment - General, Disclosure
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:
  • Do you believe competition in the investment consulting market needs to be investigated?;
  • Should an independent convenor be appointed to oversee the development of a cost and charge disclosure code?;
  • After the National Audit Office said the number of anti-fraud campaigns was confusing, should there be one single government-led campaign?;
  • Will pensions tax relief for higher earners come under pressure if the Government looks to ease austerity?; and
  • If we didn't have a pensions minister, would pensions be worse off?

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

35105008D   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
31 May 2017 United Kingdom Trustees, State Pensions, Investment - Ethical and SRI, Disclosure, Advisers
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 member-nominated trustees be paid (in addition to being reimbursed for travel and other expenses)?;
  • Two asset managers have signed up to the Code of Transparency, which requires them to send clients a full breakdown of implicit and explicit costs in a standardised format. Will you expect your external managers to sign up to the code?;
  • The World Economic Forum has said that the state pension age should increase to at least 70 by 2050 (earlier than John Cridland's recommendation for it to reach 68 by 2037, and rise to 70 by 2057). Do you agree with them?;
  • Does your scheme or the scheme(s) you work with plan to increase investments to environmental, social and governance strategies over the next two years?; and
  • Should professional trustees be required to only fulfil their role and not seek to take the place of advisers and other specialists?

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

F41044040   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
15 Apr 2015 United Kingdom Taxation, Investment - General, Funding and Minimum Funding Requirement, Disclosure
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:
  • How easy is it for pension schemes to find out how much they are paying in asset management fees?;
  • The IFS has warned that political parties are "rushing towards something like chaos" in their policies on pensions tax relief. Do you agree?;
  • Labour has said it will force schemes to disclose how they vote on executive remuneration. Would you welcome this?;
  • Should triennial actuarial valuations be replaced with more frequent approximate funding updates?; and
  • Five years on from its introduction, has the Stewardship Code had a positive impact?

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

F2906770   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
7 Jan 2015 United Kingdom Pension Reform, Disclosure, Automatic Enrolment, Annuities and Income Drawdown, 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:
  • Do you agree with Pensions Minister Steve Webb’s bid to allow annuitants to sell their contracts in exchange for cash?;
  • What sort of impact would proposals to end non-disclosure agreements that hide the fees schemes pay asset managers have?;
  • Should there be a statutory duty to inform members of a change to the method used to calculate late retirement increases?;
  • Do you think that the Government should look at how to help small employers boost auto-enrolment (AE) contributions after the general election?; and
  • What type of year will 2015 be for the UK pensions industry?

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

57887188   Click here to contact the authors.
 
Good practices on information provision for DC schemes
Good practices on information provision for DC schemes
European Insurance and Occupational Pensions Authority (EIOPA)
24 Jan 2013 Europe (including EU) European Union members, European Union issues, Disclosure
The European Insurance and Occupational Pensions Authority (EIOPA) has published a report which calls for a new approach in the way information from DC schemes is disclosed to members when changes are being made to EU pension systems.

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 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

FF7475F8   Click here to contact the authors.
 
LCP European Pensions Briefing 2012
LCP European Pensions Briefing
Lane Clark & Peacock (LCP)
20 Nov 2012 Europe (including EU) European Union members, European Union issues, Disclosure, Accounting
Lane Clark & Peacock (LCP) has published its European Pensions Briefing report for 2012, which looks at what action can be taken to combat the risks delivered by the current pension crisis. The report considers how IORP legislation may affect European pension plans and analyses the pension disclosures of companies in the FTSE Global 100 Index.

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 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

46732490   Click here to contact the authors.
 
PSCA's Fee Disclosure Snapshot Survey
PSCA's Fee Disclosure Snapshot Survey
Plan Sponsor Council of America (PSCA)
8 Nov 2012 United States Disclosure, Countries - US
A study by the Plan Sponsor Council of America (PSCA) on the impact of fee disclosure regulations has revealed that the overwhelming majority of defined contribution plan participants have not changed their behaviour based on the information they have received. 95.9% of plan sponsors reported no change in participant behaviour as a result of the fee disclosure information.

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 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5C73056D   Click here to contact the authors.
 
FTSE 100 companies keep investors in the dark over pensions
FTSE 100 companies keep investors in the dark over pensions
University of Nottingham
9 Sep 2010 United Kingdom Surpluses and Deficits, Disclosure
According to research from the University of Nottingham, FTSE 100 companies are failing to provide their investors with information on the risks in their pension schemes. The Centre for Risk and Insurance Studies, part of the Nottingham University Business School, collaborated with researchers from Aston University on the report, which was commissioned by the Institute of Chartered Accountants of Scotland.

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 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A3562117   Click here to contact the authors.
 
The FTSE 350 and their pension disclosures at 30 June 2010
PCS Annual Summary and Trends Report
Pension Capital Strategies (PCS)
Sep 2010 United Kingdom Surpluses and Deficits, Funding and Minimum Funding Requirement, Disclosure
Pension Capital Strategies (PCS) has published its latest research into the pension schemes of the FTSE 350. This analysis shows an estimated total deficit in the defined benefit (DB) pension schemes of the FTSE 350 of £90bn at 30 June 2010. This represents an improvement of £12bn on the position a year ago. Surprisingly, in response to the global financial crisis, deficit funding into FTSE 350 pension schemes increased 150% over the last 12 months, from £5.2bn last year to £13bn in the current period. Despite the injection of £24bn of deficit funding over the past three years, FTSE 350 pension schemes have moved from a total surplus of £7bn to an overall deficit of £90bn in the same period.

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 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

805632E5   Click here to contact the authors.
 
One-fourth of plan sponsors dissatisfied with level of 401 (k) fee disclosure, according to Mercer
One-fourth of plan sponsors dissatisfied with level of 401 (k) fee disclosure, according to Mercer
Mercer
7 Aug 2008 United States Disclosure, Countries - US, Administration

One-fourth of defined contribution plan sponsors surveyed by Mercer are not fully confident that the fees and expenses associated with their 401(k) plans have been properly disclosed. Among the 150 organisations surveyed, 23% are not fully confident that investment fees and administrative costs have been properly disclosed, and 25% said their plan vendors have not yet disclosed the amount of annual revenue received from their plan’s investment managers to pay for administrative services.

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 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2A4331C7   Click here to contact the authors.
 
Fee Disclosure to Pension Participants: Establishing Minimum Requirements
Fee Disclosure to Pension Participants: Establishing Minimum Requirements
Rotman International Centre for Pension Management
Aug 2008 Canada Scheme Issues & Trends, Disclosure, Countries - excl. European Union and US
A new research paper from the Rotman International Centre for Pension Management has found that a standardised international policy on fee disclosure would help pension plan participants become better informed consumers of Defined Contribution (DC) plan investment and administrative services.

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 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E543496A   Click here to contact the authors.
 
Hard core of fund managers keep their votes secret
Hard core of fund managers keep their votes secret
Trades Union Congress (TUC)
27 Jun 2008 United Kingdom Investment - Management, Investment - General, Disclosure
A hard core of investment fund managers still refuse to reveal how they voted at company AGMs, despite claims that the industry is becoming more transparent. Fewer than half the funds questioned responded to the TUC Fund Manager Voting Survey 2008 and only 18 out of 49 provided responses on both the voting records and policies and processes sections of the survey.

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 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A7425719   Click here to contact the authors.
 
Understanding reponses to pension forecasts: Qualitative research
DWP Research Report 492
Department for Work and Pensions (DWP)
May 2008 United Kingdom Scheme Issues & Trends, Scheme Design (inc. DB & DC), Pension Increases, Pensioners & Retirement, Payment of Pensions, Disclosure
This research report from the Department for Work and Pensions (DWP) aims to enrich understanding of people's responses to pension forecasts. The evaluation concentrated on two types of forecast - Automatic State Pension Forecasts (APFs), generated by DWP; and Statutory Money Purchase Illustrations (SMPIs), generated by Private Pension providers. The research comprised around 80 individual in-depth interviews with people who had recently received either an APF or an SMPI forecast. The report sets out the findings of the research with regards to: the main factors which affect the way in which pension forecasts are received, interpreted and understood; responses and reactions to individual forecast information; responses and reactions to the forecast document as a whole; responses to the design and content of the forecast; and actions taken on the forecast.

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 >> May 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E14602BA    
 
Half the FTSE100 changed pension mortality assumptions
Half the FTSE100 changed pension mortality assumptions
Watson Wyatt
7 Feb 2008 United Kingdom Surpluses and Deficits, Scheme Issues & Trends, Pensioners & Retirement, Disclosure
Nearly half of FTSE100 companies with defined benefit pension schemes changed their mortality assumptions last year, according to an analysis by actuaries Watson Wyatt of the pension disclosures in yet-to-be published annual report and accounts. The firm estimates that the impact of this will have added just over £6bn to FTSE100 pension scheme 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 >> Feb 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

97407835   Click here to contact the authors.
 
Public service pensions - Government is hiding the true cost
Public service pensions - Government is hiding the true cost
Institute of Economic Affairs
30 Jan 2008 United Kingdom Local Government, Disclosure, Accounting
In a new report for the Institute of Economic Affairs, economist Neil Record shows how the Government is using an artificial interest rate to depress the apparent annual cost of public sector pensions, and also failing to report fairly and on time its outstanding liabilities to its pensioners.

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 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4B40697A   Click here to contact the authors.
 

Results 1-15 of 24. Go to page: 1  2  
Jump to : Jul 2017  May 2017  Apr 2015  Jan 2015  Jan 2013  Nov 2012  Sep 2010  Aug 2008  Jun 2008  May 2008  Feb 2008  Jan 2008  Oct 2007  Sep 2007  Jan 2007  Aug 2006  Jul 2006  Jun 2006  May 2006