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Searching for: topic is "Lifetime ISA"

Surveys listed in reverse order of publication date

Results 1-15 of 27. Go to page: 1  2  
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Pensions Research 2018 - December 2018
Pensions Research 2018
Employee Benefits and Barnett Waddingham
Dec 2018 United Kingdom Advisers, Automatic Enrolment, Brexit, Lifetime ISA, Pension Reform, Scheme Design (inc. DB & DC)
A report published by Employee Benefits and Barnett Waddingham has shown that 85% of its 246 respondents believe it is too early to tell what the impact of Brexit will be on pensions. Of those surveyed, 30% think Brexit will have no impact - an increase from the 11% who felt the same way in 2017.
C61131988 Click here to view the full summary.  
 
New Lifetime ISA study calms auto-enrolment opt-out fears but exit penalty creates confusion
New Lifetime ISA study calms auto-enrolment opt-out fears but exit penalty creates confusion
AJ Bell
21 Nov 2018 United Kingdom Automatic Enrolment, Lifetime ISA, Savings, Scheme Issues & Trends
Research conducted by AJ Bell of 400 LISA customers has found that 56% are using the product to save for retirement, while about a third are saving for their first home. The survey also found that concerns about the impact of the LISA on auto-enrolment opt-outs are unfounded, with 78% of respondents saying that they are also saving into their workplace pension alongside their LISA, and only 3% of those not contributing to a workplace pension stating that they had opted-out to fund their LISA.

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.

DA11299B5   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
31 Jul 2018 United Kingdom Automatic Enrolment, Brexit, Legislation, Lifetime ISA, 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:
  • The amount of UK pensions legislation has increased from just 100 pages in the 1970s to around 160,000 pages today. Do you think there is too much red tape in pensions?
  • How likely is it that the UK will reach a Brexit deal and avoid a ‘no deal’ scenario by 29 March 2019?
  • Should the Government abolish the Lifetime ISA?
  • Should the Government introduce stepped AE contributions based on an individual’s annual income?
  • Should there be a maximum age that someone can act as a trustee?

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D91112165   Click here to contact the authors.
 
Venturing to Retire - Boosting the long-term savings and retirement security of the self-employed
Venturing to Retire
RSA
18 Apr 2018 United Kingdom Lifetime ISA, Part-time, Self-employed and Contract Workers, Savings, Scheme Design (inc. DB & DC), Taxation
The RSA has published a report revealing that, even though the number of people who work for themselves has grown by 40% since 2000, only 17% contribute to a personal pension and this level of under-saving, which appears to be steadily worsening, could expose thousands to hardship in retirement. The report also sets out recommendations to tackle the issues, which include clarifying the stance of the Lifetime ISA, pursuing auto-enrolment via accountancy software providers, and establishing a Pensions Passport so people can carry over pensions from employment.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A61095447   Click here to contact the authors.
 
Policies for increasing long-term saving of the self-employed
Policies for increasing long-term saving of the self-employed
Pensions Policy Institute (PPI) and Old Mutual Wealth
2 Oct 2017 United Kingdom Automatic Enrolment, Lifetime ISA, Part-time, Self-employed and Contract Workers, Savings
The PPI has published a report, sponsored by Old Mutual Wealth, which looks at recent trends in self-employment to consider alternative policy options for increasing the long-term savings level of the self-employed. Figures show that although there are almost five million self-employed in the UK, only 28% of them believe pensions are the safest way to save (compared with 52% of employees).

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.

27106462B    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
4 May 2017 United Kingdom State Pensions, Regulatory Bodies - the Pensions Regulator, NEST/Personal Accounts, Master Trusts, Lifetime ISA, Pensions Dashboard, Administration
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 agree with Theresa May that TPR should be able to block M&As where a pension scheme is at risk?;
  • Is the Government right to leave the state pension age review response until after the election?;
  • Should the Pensions Dashboard include other benefits information (eg disability benefits, survivor benefits, critical illness and private health insurance)?;
  • Is NEST's arrangement, whereby it still gets a Government subsidy, causing distortions in the wider master trust market?; and
  • Should the Lifetime ISA replace AVCs?

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.

5B104066   Click here to contact the authors.
 
Uncertain retirement future for the UK due to shortfalls in financial education
Uncertain retirement future for the UK due to shortfalls in financial education
Barnett Waddingham
6 Apr 2017 United Kingdom Savings, Pensioners & Retirement, Lifetime ISA, Advisers
According to research from Barnett Waddingham, 65% of people would contribute more to their pension if they could afford to, whilst 45% said they might contribute more if they knew their peers were paying more. The findings also revealed that only 17% of respondents cited pensions as their top financial priority.

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

33103547   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
5 Apr 2017 United Kingdom Longevity, Lifetime ISA, Corporate Governance, Brexit, 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:
  • Mortality improvements have declined for six years in a row. Is this still just a blip?;
  • Which is the single biggest geopolitical risk for markets in 2017?;
  • How would you rate the success of Independent Governance Committees in delivering value for money to members in contract-based pensions during the last two years?;
  • Given the Lifetime ISA is inevitable, should the industry engage with it to get the best possible outcome for members?; and
  • Should it be a requirement to tell trustees what the 'best estimate' funding position of their scheme is when carrying out an actuarial valuation?

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

97103577   Click here to contact the authors.
 
LISAs or Pensions? Two thirds of under 40s say 'both'
LISAs or Pensions? Two thirds of under 40s say 'both'
Hymans Robertson
4 Apr 2017 United Kingdom Savings, Lifetime ISA
According to research from Hymans Robertson, 61% of workers under the age of 40 would open a Lifetime ISA (LISA) and 68% would save into both a LISA and a pension at the same time.

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

F91034AF   Click here to contact the authors.
 
The Lifetime ISA - how long will it take to save for a house purchase and does it work for retirement?
The Lifetime ISA
AJ Bell
16 Mar 2017 United Kingdom Lifetime ISA, Investment - Property, Automatic Enrolment
According to analysis from AJ Bell, saving into a Lifetime ISA could be an option for people saving for their retirement, although only if auto-enrolment is not an option. Assuming a starting age of 25 and an annual growth rate of 5%, for basic rate tax payers reaching 65 years old, the Government LISA bonus of 25% will produce a fund value of £126,840.

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

EF1032B1   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
9 Mar 2017 United Kingdom Scheme Design (inc. DB & DC), Regulatory Bodies - the Pensions Regulator, Lifetime ISA, Annuities and Income Drawdown
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:
  • The PLSA's DB Taskforce has called for a full merger of scheme assets and liabilities into single-sponsor superfunds. Is this the best way to consolidate DB schemes?;
  • Do you agree with the Government's belief, as set out in its green paper, that DB schemes are affordable for most employers?;
  • Does TPR's recent settlement on BHS with Sir Philip Green show it has enough powers to do its job?;
  • Is the Government right to step back from allowing NEST to enter the drawdown market?; and
  • Given only one provider will be ready to offer the lifetime ISA by the April launch date, does this sound the death knell for this product?

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

80103098   Click here to contact the authors.
 
Over 50s back pensions as top savings vehicle
Over 50s back pensions as top savings vehicle
Retirement Advantage
3 Feb 2017 United Kingdom Pensioners & Retirement, Lifetime ISA, Savings
Research from Retirement Advantage has found that 61% of over 50-year-olds who have a pension would recommend pensions as the best way to save for retirement to a person entering the workforce today. According to the findings, 30% of respondents would neither recommend nor were against pensions, whilst 9% said they would not recommend a pension as the best way to save for a comfortable retirement.

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.

BB10257D   Click here to contact the authors.
 
Employee Insight Report 2016/2017 - What are your employees thinking?
Employee Insight Report 2016-17
Capita Employee Benefits
11 Jan 2017 United Kingdom Advisers, Lifetime ISA, Longevity, Pension Liberation, Pensioners & Retirement, Scheme Design (inc. DB & DC)
According to the annual employee insight report published by Capita Employee Benefits, 60.3% of employees felt that their employers should provide them with access to financial education to help with their retirement planning. Of those surveyed, 39% of employees said they do not trust the 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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2010206F    
 
The 2017 Jelf Employee Benefits Survey
The 2017 Jelf Employee Benefits Survey
Jelf Employee Benefits
Jan 2017 United Kingdom Pension Reform, Lifetime ISA, Automatic Enrolment
According to the 2017 Jelf Employee Benefits Survey, 90% of employers believe that the introduction of the Lifetime ISA (LISA) will increase the need for financial education in the workplace. The survey also found that three-quarters of employers do not think their staff fully understand the limitations of the LISA and 26% of employers predict that some of their employees will choose to save in a LISA rather than a workplace pension.

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

C3102155    
 
Data Shows the Lifetime ISA is Proving Popular Amongst Millennials
Data Shows the Lifetime ISA is Proving Popular Amongst Millennials
True Potential
5 Dec 2016 United Kingdom Taxation, Savings, Lifetime ISA
Research from True Potential has found that 58% of 25 to 34-year-olds are hoping to invest in their Lifetime ISA (LISA) for retirement, rather than limiting its use to the purchase of their first home.

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 >> Dec 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

12101434    
 

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