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Searching for: topic is "Investment - General"

Surveys listed in reverse order of publication date

Results 1-15 of 2644. Go to page: 1  2  3  4  ...  49  50  [pp51–177 omitted]
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Pensions Buzz
Pensions Buzz
Professional Pensions
10 Apr 2019 United Kingdom Administration, Pensions Dashboard, Investment - General, Master Trusts, Taxation
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:
  • Is it fair that non-taxpayers receive basic rate tax relief in relief-at-source schemes?;
  • At the beginning of this month, Marsh & McLennan completed its $5.6bn acquisition of JLT. Is bigger always better when it comes to pension consulting?;
  • Is three to four years sufficient to give schemes time to prepare for pension dashboards?;
  • It looks like the master trust market will shrink to around 40 providers. Do you believe this is the right level?; and
  • When thinking about patient capital, which types of asset class would your scheme consider as suitable investments?


2F1147820 Click here to view the full summary. Click here to contact the authors.
 
Marvellous March Rounds Off Stellar Quarter for Irish Pension Managed Funds
Marvellous March Rounds Off Stellar Quarter for Irish Pension Managed Funds
Russell Investment Group
3 Apr 2019 Ireland Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds saw returns of 1.9% on average during March. The analysis shows that over the past twelve months, Irish pension managed funds have delivered 7.7% 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 >> Apr 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

751146975    
 
Family Resources Survey 2017/18
Family Resources Survey 2017/18
Department for Work and Pensions (DWP)
28 Mar 2019 United Kingdom Automatic Enrolment, Investment - General, State Pensions
The DWP has published its latest Family Resources Survey, which collects information on the incomes and circumstances of private households in the UK. The survey reveals that pension participation for employees has continued to increase substantially following the introduction of auto-enrolment, from 49% in 2012/13 to 71% in 2017/18. Whilst the participation rate for self-employed people fell from 19% in 2012/13 to 16% in 2014/15, it has remained fairly steady since.

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.

CB11456AC    
 
MQ5: Investment by Insurance Companies, Pension Funds and Trusts: October to December 2018
MQ5: Investment by Insurance Companies, Pension Funds and Trusts
Office for National Statistics (ONS)
21 Mar 2019 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Investment - Performance
The latest MQ5 figures from the ONS have revealed that in the fourth quarter of 2018 insurance companies, pension funds and trusts reported net disinvestment of £34bn. According to the report, the 2018 annual estimate of net disinvestment by self-administered pension funds in overseas ordinary shares was £27bn - the largest since the start of this series in 1963.

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.

C511442E2    
 
Retirement Assets Total $27.1trn in Fourth Quarter 2018
Retirement Assets Total $27.1trn in Fourth Quarter 2018
Investment Company Institute (ICI)
20 Mar 2019 United States Countries - US, Funding and Minimum Funding Requirement, Investment - General
Figures from the Investment Company Institute have revealed that total US retirement assets were $27.1trn as of 31 December 2018. The figures also showed that assets in individual retirement accounts totaled $8.8trn at the end of the fourth quarter of 2018, a decrease of 8.1% from the end of the third quarter.

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.

52114441A    
 
First DB Risk Survey for 2019 reveals fears of Brexit and General Election have fuelled employer covenant risk concerns
DB Risk Survey
PTL
19 Mar 2019 United Kingdom Brexit, Data Protection, Equality, Investment - General, Longevity, Scheme Issues & Trends
PTL has published the results of its latest DB Risk Survey, which asks respondents to identify the top three risks currently facing DB pension schemes. The first edition of the survey for 2019 found that employer covenant risk remains the top risk identified by trustees, with 26% of respondents naming it as their greatest risk. The implications of Brexit for investment was named as the second greatest risk, while the proportion of trustees expressing concerns about cyber security fell from 11.3% to 8.7%.

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.

EE1144081    
 
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.
 
Defaqto's Pension Service Review reveals mixed bag with the performance of providers
Defaqto's Pension Service Review
Defaqto
6 Mar 2019 United Kingdom Advisers, Investment - General
Defaqto has published its annual review of the service delivered by pension providers as rated by financial advisers. The survey measured the relative importance of seven satisfaction categories, the ranked order of importance of which has stayed much the same as in 2017, topped by pension freedom servicing.

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.

DA114296D    
 
February Puts a Spring in the Step of Irish Pension Managed Funds
February Puts a Spring in the Step of Irish Pension Managed Funds
Rubicon Investment Consulting
5 Mar 2019 Ireland Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds saw returns of 2.8% on average during February. The analysis shows that over the past twelve months, Irish pension managed funds have delivered 3.7% 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 >> Mar 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

23114257A    
 
DC scheme investment in illiquid and alternative assets
DC scheme investment in illiquid and alternative assets
Pensions Policy Institute (PPI)
Mar 2019 United Kingdom Investment - General, Investment - Performance, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC)
In light of the Government's consultation on the ways to enable DC pension schemes to invest a higher proportion of funds into illiquid and alternative assets, the PPI has created a report that examines investment in less traditional assets and discusses how any potential challenges may be overcome. The report shows that 76% of DC assets are currently invested in bonds and equities but greater DC scheme investment in illiquid and alternative assets could potentially yield benefits to pension scheme members.

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.

951145116   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
14 Feb 2019 United Kingdom Automatic Enrolment, Investment - General, Pension Scams, Regulatory Bodies (excl. tPR), Savings, 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:
  • Is too much responsibility put onto the saver when it comes to protecting themselves from scams?;
  • What should the Government’s main priority for auto-enrolment be?;
  • Despite AE now securing 10 million workers, low-earners are still not covered by the initiative. Does this undermine its long-term success?;
  • Amber Rudd has warned individuals could face up to seven years in prison for reckless mismanagement of employees’ pensions. Is this justified?;
  • Should the DWP allow schemes to increase the proportion of member-nominated trustees (MNTs) to 50% of the trustee board?; and
  • Should schemes be allowed to substitute professional trustees for MNTs?

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.

3B11403B9   Click here to contact the authors.
 
Global Pension Assets Study - 2018
Global Pension Assets Study - 2018
The Thinking Ahead Institute
10 Feb 2019 WORLDWIDE Investment - General, Investment - Performance, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Worldwide News
The Thinking Ahead Institute at Willis Towers Watson has published the latest edition of its Global Pension Assets Study, which looks at trends in pension assets across 22 major global pension markets. According to the report, 2018 was the third worst year for pension asset growth in the seven largest pension markets (the "P7"). The research also reveals that for the first time DC assets now account for more than 50% of total assets across the P7, and similarly finds that over the last ten years DC assets have grown by 8.9%, while DB assets have grown by 4.6%.

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

C11139213    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
7 Feb 2019 United Kingdom Investment - General, Investment - Performance, Master Trusts, Regulatory Bodies (excl. tPR), 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:
  • Should the DWP 'nudge' smaller, sub-1,000 member DC schemes to consolidate?;
  • The DWP wants DC trustees to set out a policy on illiquid investments and provide statistics on such investments. Do you agree with this approach?;
  • Should the DC default charge cap be amended to make it easier for trustees to invest in illiquid assets, which typically incur performance fees?;
  • Should all DC pension schemes and master trusts be required to publicly report the performance of their investment strategies/funds?; and
  • Do you think master trusts will improve member engagement?

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.

3111396B8   Click here to contact the authors.
 
Pension Finance Watch - January 2019
Pension Finance Watch
Willis Towers Watson
6 Feb 2019 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 gained 3.4% during January, recovering half of December's decline to regain a level of 78.7.

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.

1C11388A2    
 
A Bright Start to 2019 for Irish Pension Funds
A Bright Start to 2019 for Irish Pension Funds
Rubicon Investment Consulting
5 Feb 2019 Ireland European Union members, Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds saw returns of 5.5% on average during January. The analysis shows that over the past twelve months, however, Irish pension managed funds have delivered a more disappointing -1.0% return 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 >> Feb 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

541138717    
 

Results 1-15 of 2644. Go to page: 1  2  3  4  ...  49  50  [pp51–177 omitted]
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