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 "Investment - General"

Surveys listed in reverse order of publication date

Results 1-15 of 2618. Go to page: 1  2  3  4  ...  49  50  [pp51–175 omitted]
Jump to : Dec 2018  Nov 2018  Oct 2018  Sep 2018  Aug 2018  Jul 2018  Jun 2018  May 2018  Apr 2018  Mar 2018  Feb 2018  Jan 2018  Dec 2017  Nov 2017  Oct 2017  Sep 2017  Aug 2017  Jul 2017  Jun 2017  May 2017  Apr 2017  Mar 2017  Feb 2017  Jan 2017  Dec 2016  Nov 2016  Oct 2016  Sep 2016  Aug 2016  Jul 2016  Jun 2016  May 2016  Apr 2016  Mar 2016  Feb 2016  Jan 2016  Dec 2015  Nov 2015  Oct 2015  Sep 2015  Aug 2015  Jul 2015  Jun 2015  May 2015  Apr 2015  Mar 2015  Feb 2015  Jan 2015  Dec 2014  Nov 2014  Oct 2014  Sep 2014  Aug 2014  Jul 2014  Jun 2014  May 2014  Apr 2014  Mar 2014  Feb 2014  Jan 2014  Dec 2013  Nov 2013  Oct 2013  Sep 2013  Aug 2013  Jul 2013  Jun 2013  May 2013  Apr 2013  Mar 2013  Feb 2013  Jan 2013  Dec 2012  Nov 2012  1868 older surveys omitted

Pension Finance Watch - November 2018
Pension Finance Watch
Willis Towers Watson
6 Dec 2018 United States Countries - US, Funding and Minimum Funding Requirement, Investment - General
According to the latest edition of Pension Finance Watch, the Willis Towers Watson Pension Index increased during November, recovering much of the previous month's loss. The resulting 0.7% growth for the month brought the index to a value of 82.2.
D31132976 Click here to view the full summary.  
 
A Mild November for Irish Pension Funds
A Mild November for Irish Pension Funds
Rubicon Investment Consulting
5 Dec 2018 Ireland Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds saw returns of 0.8% on average during November, an improvement from the previous month's losses. The analysis shows that managed pension funds have gained just 0.9% on average so far this year.
311133097 Click here to view the full summary.  
 
Charges, returns and transparency in DC - what can we learn from other countries?
Charges, returns and transparency in DC
Pensions Policy Institute (PPI)
Dec 2018 Australia, Europe (including EU), United Kingdom, Netherlands, Sweden, United States Countries - excl. European Union and US, European Union members, Investment - General, Scheme Design (inc. DB & DC)
The PPI, sponsored by Which? magazine, has published a report entitled 'Charges, returns and transparency in DC - what can we learn from other countries?'. The report compares data for DC workplace pensions from Australia, the United States, the Netherlands and Sweden to explore workplace pension charges and allow analysis of whether, on a global level, UK charges are high or low, transparent and offer good investment returns. The report examines the level of disclosed costs and charges in each country in the context of the country’s pensions system, the investment returns achieved and also the transparency and effectiveness of the governance oversight of charging.
9111322AB Click here to view the full summary.  
 
Purple Book 2018 - DB Pensions Universe Risk Profile
Purple Book
Pension Protection Fund (PPF)
Dec 2018 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Pension Protection Fund, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC)
The PPF has published the thirteenth edition of the Purple Book, which monitors the risks faced by 5,450 DB pension schemes throughout the UK. According to the findings on scheme funding, the aggregate deficit on a s179 basis improved from £161.8bn to £70.5bn in the year to the end of March 2018, whilst the aggregate funding level rose from 90.5% to 95.7%.
CC1131656 Click here to view the full summary.  
 
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.  
 
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.
A011320C3 Click here to view the full summary.  
 
2018 KPMG UK Fiduciary Management Survey
KPMG UK Fiduciary Management Survey
KPMG
20 Nov 2018 United Kingdom Administration, Investment - Ethical and SRI, Investment - General, Trustees
Research from KPMG has found that the number of DB pension schemes using fiduciary management grew by 9% in the year to June 2018, compared to a 30% growth across the previous year. According to KPMG, this amounts to the lowest level of growth since it began tracking the pension scheme fiduciary market in 2008.

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.

E4112986C    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
14 Nov 2018 United Kingdom Investment - General, Scheme Design (inc. DB & DC), Trustees
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:
  • Lord Myners says asset owners, such as pension funds, are substantially to blame for short-termism in business. Do you agree?;
  • Should pension funds take a longer-term approach to equity ownership?;
  • Does there need to be a fresh review of the principles for institutional investment decision-making?;
  • Should wake-up packs be replaced with communications at set life events?; and
  • Is there a need for member nominated trustees for DB consolidator vehicles?

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.

5E112946F   Click here to contact the authors.
 
PTL announces results of fourth quarterly DB risk survey
DB risk survey
Pitmans Trustees Ltd (PTL)
7 Nov 2018 United Kingdom Brexit, Data Protection, Equality, Funding and Minimum Funding Requirement, Investment - General, Longevity, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Surpluses and Deficits, Technology & Systems, Trustees
PTL has published the results of its fourth quarterly DB Risk Survey, which asks respondents to indicate the top three risks currently facing DB pension schemes. The results of the survey show that employer covenant risk remains the highest-rated risk to DB schemes, while there has also been an increase in the percentage of respondents ranking the implications of Brexit for investment as one of their biggest concerns.

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.

F81127774   Click here to contact the authors.
 
Pension Finance Watch - October 2018
Pension Finance Watch
Willis Towers Watson
6 Nov 2018 United States Countries - US, Funding and Minimum Funding Requirement, Investment - General
According to the latest edition of Pension Finance Watch, the Willis Towers Watson Pension Index decreased for the first time in six months, falling by 1.1% during October to 81.6.

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.

C81128160    
 
Halloween Horror for Irish Pension Funds
Halloween Horror for Irish Pension Funds
Rubicon Investment Consulting
5 Nov 2018 Ireland Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds experienced their worst month since January 2016 in October, with an average loss of 4.2% over the month. The analysis shows that the losses made during October effectively eroded all of the gains made by the funds so far this year, leaving pension funds flat over 2018 thus far on average.

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.

B411283B3    
 
Whilst 74% of the top UK corporate pension funds recognise the potential impact of climate change, just 5% have a specific policy
Just 5% of top UK corporate pension funds have a specific climate change policy.
Pinsent Masons
5 Nov 2018 United Kingdom Investment - Ethical and SRI, Investment - General, Investment - Performance, Trustees
Research by Pinsent Masons has revealed that only 5% of the UK's top 43 corporate pension funds have a specific climate change policy as part of their investment strategy, while none have targets for decarbonisation or investment in low carbon, energy efficient or other sustainable assets. This is in spite of the fact that 74% of the funds recognise the potential impact of climate change within their investment strategy.

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.

C1112722D    
 
Pension Investment and Governance Survey 2018
Pension Investment and Governance Survey
PwC
Nov 2018 United Kingdom Corporate Governance, Investment - General
According to PwC's Pension Investment and Governance Survey 2018, 80% of respondents who thought they could become cash flow negative over the next five years stated they were considering changing their investment strategy. The survey also found that 60% of respondents have reduced equity holdings in the last year and moved into LDI and illiquid matching assets.
2C11327E6 Click here to view the full summary.  
 
Too poor to retire - Why younger generations will have to work more, save more or spend less
Too poor to retire
Rathbones
Nov 2018 United Kingdom Investment - General, Investment - Property, Longevity, Savings, Worldwide News
Research from Rathbones has found that 61% of people think younger generations will be financially worse off in retirement than their parents, whilst only 10% believe that they will be better 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 >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

891129574    
 
Total value of world’s largest 300 pension funds rises by 15.1% in 2017
Willis Towers Watson Global 300 Research 2017
Willis Towers Watson
23 Oct 2018 Switzerland, WORLDWIDE Investment - General
 According to Willis Towers Watson, the Global 300 Research has revealed that assets under management (AUM) at the world's largest pension funds increased in value by 15.1% in 2017 to reach a total of $18.1trn, a significant increase from the 6.1% growth achieved in 2016. Swiss pension fund assets also increased by 12.2%, slightly below the average rate for the study.

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.

341125849    
 

Results 1-15 of 2618. Go to page: 1  2  3  4  ...  49  50  [pp51–175 omitted]
Jump to : Dec 2018  Nov 2018  Oct 2018  Sep 2018  Aug 2018  Jul 2018  Jun 2018  May 2018  Apr 2018  Mar 2018  Feb 2018  Jan 2018  Dec 2017  Nov 2017  Oct 2017  Sep 2017  Aug 2017  Jul 2017  Jun 2017  May 2017  Apr 2017  Mar 2017  Feb 2017  Jan 2017  Dec 2016  Nov 2016  Oct 2016  Sep 2016  Aug 2016  Jul 2016  Jun 2016  May 2016  Apr 2016  Mar 2016  Feb 2016  Jan 2016  Dec 2015  Nov 2015  Oct 2015  Sep 2015  Aug 2015  Jul 2015  Jun 2015  May 2015  Apr 2015  Mar 2015  Feb 2015  Jan 2015  Dec 2014  Nov 2014  Oct 2014  Sep 2014  Aug 2014  Jul 2014  Jun 2014  May 2014  Apr 2014  Mar 2014  Feb 2014  Jan 2014  Dec 2013  Nov 2013  Oct 2013  Sep 2013  Aug 2013  Jul 2013  Jun 2013  May 2013  Apr 2013  Mar 2013  Feb 2013  Jan 2013  Dec 2012  Nov 2012  1868 older surveys omitted