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Searching for: topic is "Longevity"

Surveys listed in reverse order of publication date

Results 1-15 of 534. Go to page: 1  2  3  4  ...  35  36  
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Advisers predict huge growth in clients seeking decumulation advice
Advisers predict huge growth in clients seeking decumulation advice
Heartwood Investment Management
29 Jul 2019 United Kingdom Advisers, Investment - General, Longevity
According to research from Heartwood Investment Management, 86% of financial advisers expect exponential growth in clients requiring decumulation advice over the next five years. Decumulation is the conversion of pension assets accumulated throughout an employees’ working life into retirement income. With this increasing demand, advisers have warned of significant challenges facing clients seeking retirement income, with 61% of advisers believing there has been insufficient industry focus on decumulation solutions.

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

6E11601B9   Click here to contact the authors.
 
Risk Settlement Market 2019
Risk Settlement Market
Aon
Jul 2019 United Kingdom Annuities and Income Drawdown, Pension Buy-out Companies, Investment - General, Longevity
Aon has published the 2019 edition of its Risk Settlement Market Review, which looks at the latest activity in the market for bulk annuities, longevity swaps and other pension risk transfer options. According to the report, 2018 was a record year for the bulk annuity market, as had been widely predicted, with £30bn of risk being transferred across the year. The review suggests that key factors driving the high levels of activity in the market included improved scheme funding, with more schemes coming close to settling their liabilities, and extremely favourable pricing in the market, driven by better illiquid asset sourcing capabilities and competition.
92116248D Click here to view the full summary.  
 
Living through later life
Living through later life
Pensions Policy Institute (PPI)
Jul 2019 United Kingdom Longevity, Pensioners & Retirement
The Pensions Policy Institute (PPI) has published a report, sponsored by Age UK, the DWP, The People's Pension and WEALTH at Work looking at the variation in the experiences that older people may have in retirement, and how an individual's experience of retirement changes as they move through the three phases of later life identified by the PPI, referred to as "the Independent Phase", "the Decline Phase" and "the Dependent Phase". The report is the first in a series of two, with the second instalment of the research, which will examine how the Government and industry could better support individuals in achieving more positive later life outcomes, due to be published later in 2019.

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

A7115891D    
 
IAS19 Assumptions Report
IAS19 Assumptions Report
Hymans Robertson
Jul 2019 United Kingdom Accounting, Longevity
Hymans Robertson's IAS19 Assumptions Report analyses the key assumptions adopted by the FTSE 350 for their defined benefit pensions disclosures as at 31 December 2018. The survey reveals that discount rates varied from 2.7% to 3.1%, with an average
assumption of 2.8%. RPI assumptions varied from 2.8% to 3.5%, with an average assumption of 3.2%, while CPI assumptions varied from 2.0% to 2.5%, with an average assumption of 2.2%.

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

ED115845D   Click here to contact the authors.
 
Accounting for pensions - Managing the Pension Accounting Gap
Accounting for Pensions
XPS Pensions Group
Jul 2019 United Kingdom Accounting, Longevity, Pension Liberation, Scheme Design (inc. DB & DC), Transfers
According to XPS Pension Group's Accounting for Pensions survey, the Accounting Gap across all UK companies could be £260bn. The survey, which included 150 of XPS Pension Group's clients, also showed that the majority of schemes had GMP equalisation costs of less than 1%.

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

1F11571BE    
 
Buck’s 2019 Mid-Market Review examines data for almost 1,900 UK defined benefit pensions schemes
Buck’s 2019 Mid-Market Review examines data for almost 1,900 UK defined benefit pensions schemes
Buck
17 Jun 2019 United Kingdom Equality, Funding and Minimum Funding Requirement, Longevity, Scheme Issues & Trends, Surpluses and Deficits, Transfers
Buck has published the results of its 2019 Mid-Market Pensions Review which analyses figures from nearly 1,900 UK DB pension schemes and outlines the trends and challenges faced by pension schemes with asset values between £10m and £1bn. According to the research, average annual company contributions fell from £5m in 2017 to £4.2m in 2018, reflecting steps taken by companies to manage pension costs.

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

701155358    
 
Tens of thousands entering retirement without ever taking advice each year, ABI warns
Tens of thousands entering retirement without ever taking advice each year, ABI warns
Association of British Insurers (ABI)
3 Jun 2019 United Kingdom Advisers, Longevity, Pensioners & Retirement, Pension Scams, Taxation
Analysis by the ABI has found that more than 62,000 people accessed some of their pension for the first time between April and September last year, but 34% of these customers had not taken any form of financial advice.

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

4B11537D5   Click here to contact the authors.
 
Care in later life: incentives to use assets to pay for care
Care in later life: incentives to use assets to pay for care
Pensions Policy Institute (PPI)
Jun 2019 United Kingdom Longevity, Long-term Care, Savings
The Pensions Policy Institute (PPI) has published a report, sponsored by the ABI, entitled Care in later life: incentives to use assets to pay for care. The report explores a selection of incentivised proposals that could encourage and assist people to use their existing savings and assets to fund their care in an efficient manner. The proposals include relief from income tax on pension income used to pay for care and the use of pension withdrawals to secure an insurance product that covers care costs.

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

62115617F    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
8 May 2019 United Kingdom Administration, Equality, Investment - Ethical and SRI, Longevity, Pension Reform
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:
  • Does environmental, social and governance investing have a branding problem?;
  • Are pension providers meeting the changing needs across different age groups?;
  • Who has the main responsibility for addressing intergenerational issues in pensions?;
  • As Guy Opperman becomes the second longest serving pensions minister, what has been his most effective reform instigated while in office?; and
  • Should schemes be required to reduce the length of their annual statements to members to a maximum of two pages?

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

3F115107D   Click here to contact the authors.
 
The New Social Contract: Empowering individuals in a transitioning world
Aegon Retirement Readiness Survey 2019
AEGON
May 2019 United Kingdom, WORLDWIDE Annuities and Income Drawdown, Longevity, Savings, State Pensions
Aegon has published its eighth annual Retirement Readiness Survey, in which it analyses how prepared individuals are for retirement and recommends a New Social Contract for retirement based upon its findings. The 2019 survey reveals that 68% is the proportion of current income workers think they will need in retirement but only 25% of today's workers believe that they are on course to achieve their retirement income. The survey also highlights that there has been little improvement in retirement readiness among workers as measured by the Aegon Retirement Readiness Index (ARRI), which in 2019 was 6.0, only slightly higher than the score of 5.2 recorded in 2012.

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

8E115243E   Click here to contact the authors.
 
The EXTEND project - Exploring pension reforms, work, and inequalities
The EXTEND project - Exploring pension reforms, work, and inequalities
International Longevity Centre (ILC)
15 Apr 2019 Europe (including EU) Equality, European Union members, Longevity, Pension Reform, State Pensions
The International Longevity Centre UK (ILC) has published a report based on research from the EXTEND project that compares reforms to extend working lives across five European countries. According to the report, modelling to simulate the effects of recent pension system reforms suggests that moves toward DC pensions will lead to increased inequalities in pension income and wealth particularly among less educated women.

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.

9211485B5    
 
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    
 
Economic and fiscal outlook, March 2019
Economic and fiscal outlook
Office for Budget Responsibility (OBR)
Mar 2019 United Kingdom Funding and Minimum Funding Requirement, Longevity, Pension Reform, Public Sector Pensions, Regulatory Bodies (excl. tPR)
The Office for Budget Responsibility's (OBR) latest "Economic and fiscal outlook" sets out economic forecasts to 2023-24, including changes to the public service pensions forecast since October 2018.  Net spending has been revised down by an average of £0.6bn a year from 2020-21 onwards as a result of slightly lower gross expenditure and higher income from contributions.

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.

D3114349B    
 
Retirement brings "FOMO" concerns for workers over 50
Retirement brings "FOMO" concerns for workers over 50
AEGON
5 Feb 2019 United Kingdom Longevity, Pensioners & Retirement
Research by AEGON has revealed that the fear of missing out (FOMO) means that half of workers over the age of 50 favour a phased transition into retirement that allows them to balance their health and wealth. The research also found that 42% of those surveyed cited the need of an income to supplement their pension as a reason to work beyond 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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

281138613    
 
Preparation is the key to success - De-risking report 2019
De-risking report 2019
Willis Towers Watson
16 Jan 2019 United Kingdom Annuities and Income Drawdown, Investment - Hedge Funds, Longevity
Willis Towers Watson has published the 2019 edition of its De-risking Report, which is designed to guide pension schemes that are contemplating hedging through a bulk annuity or longevity swap through the current landscape of the insurance industry. In the report, Willis Towers Watson predicts that the trend towards bulk annuity "mega deals" witnessed in 2018, during which more than £20bn of bulk annuities were transacted, is set to continue in 2019. The report also discusses significant macro-trends which are likely to affect deal activity in 2019, including Brexit and GMP equalisation.

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

B711397AD   Click here to contact the authors.
 

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