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Searching for: topic is "Master Trusts"

Surveys listed in reverse order of publication date

Results 1-15 of 30. Go to page: 1  2  
Jump to : Dec 2018  Nov 2018  Oct 2018  Sep 2018  Aug 2018  Jul 2018  May 2018  Apr 2018  Dec 2017  Nov 2017  Oct 2017  Sep 2017  Jun 2017  May 2017  Mar 2017  Feb 2017  Jan 2017  Nov 2016  Oct 2016

The current master trust market: Latest facts and figures - December 2018
The current master trust market: Latest facts and figures
The Pensions Regulator (TPR)
Dec 2018 United Kingdom Master Trusts, Regulatory Bodies - the Pensions Regulator
TPR has published the latest version of statistics outlining the current state of the master trust market. In the report, the Regulator revealed that it had identified 90 master trusts in the market, and that as at 30 November, it had received one application for authorisation. The report also shows that of the master trusts identified by TPR, three have exited the market, 32 have triggered their exit from the market, and 54 are expected to either apply for authorisation or trigger their exit from the market in the coming months.
7D113262D Click here to view the full summary. Click here to contact the authors.
 
The current master trust market: Latest facts and figures - November 2018
The current master trust market: Latest facts and figures
The Pensions Regulator (TPR)
Nov 2018 United Kingdom Master Trusts, Regulatory Bodies - the Pensions Regulator
TPR has published the latest version of statistics outlining the current state of the master trust market. In the report, the Regulator revealed that it had identified 90 master trusts in the market, and that as at 31 October, it had received one application for authorisation. The report also shows that of the master trusts identified by TPR, three have exited the market, 33 have triggered their exit from the market, and 53 expect to either apply for authorisation or trigger their exit from the market in the coming months.

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.

5611278B3   Click here to contact the authors.
 
Positive reaction from savers to automatic enrolment increase
Positive reaction from savers to automatic enrolment increase
Pensions and Lifetime Savings Association (PLSA)
15 Oct 2018 United Kingdom Automatic Enrolment, Master Trusts, Scheme Issues & Trends
According to figures from the PLSA, the vast majority of savers have continued to pay into their pensions, despite the rise in minimum automatic enrolment contributions in April. Numbers for the three largest master trusts (NEST, NOW: Pensions and The People's Pension) show that the proportion of people who stopped contributing to their pension increased by just 0.2% following the change.

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.

7E11236CB   Click here to contact the authors.
 
2018 UK Pension Strategy Survey Report
UK Pension Strategy Survey Report
Willis Towers Watson
9 Oct 2018 United Kingdom Master Trusts, Pensioners & Retirement, Scheme Design (inc. DB & DC), Scheme Issues & Trends
Willis Towers Watson has published the 2018 edition of its UK Pension Strategy Survey Report. The report is based upon the findings of a survey in which almost 200 organisations in the UK were asked about their plans to evolve their pension and benefits policies and programmes in relation to three key areas, including their strategy for DC provision and proposed changes to plan design in DB schemes that are still open to future accrual. According to the survey's results, four in ten employers view cost control as a key priority when shaping their future benefit provision, and although 30% of organisations are looking to increase employee choice and flexibility in relation to the benefits that they offer, less than 10% currently provide employees with the flexibility to use the employer's pension contributions for other financial priorities.

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.

B01130148   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
9 Oct 2018 United Kingdom Master Trusts, Regulatory Bodies (excl. tPR), Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Transfers
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 Government require schemes to offer partial transfers?;
  • Should TPR publish names of Master Trusts leaving the market as soon as they are known?;
  • Should the industry rebrand DC default funds as 'experts' choice'?;
  • Do you agree with the FCA that contingent charging is not the main driver of poor outcomes for members undertaking DB transfers?; and
  • Should new staff members be able to choose their own pension scheme/provider?

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.

E8112346C   Click here to contact the authors.
 
The current master trust market: Latest facts and figures - October 2018
The current master trust market: Latest facts and figures
The Pensions Regulator (TPR)
Oct 2018 United Kingdom Master Trusts, Regulatory Bodies - the Pensions Regulator
TPR has published the latest version of statistics outlining the current state of the master trust market. In the report, the Regulator revealed that it identified 88 master trusts in the market, which is one less than it reported in last month's statistics. As at 19 September 2018, of the 88 schemes identified, three had wound up or exited the market, 27 had triggered their exit from the market, and 58 schemes expected in the coming months either to apply for authorisation or to trigger their exit from the market.

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.

C21121658    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
13 Sep 2018 United Kingdom Accounting, Administration, Funding and Minimum Funding Requirement, Investment - Ethical and SRI, Master Trusts, Pension Protection Fund, Regulatory Bodies - the Pensions Regulator, Surpluses and Deficits, 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 PPF cap be amended to ensure all members get at least 50% of the benefits promised?;
  • Is the regulator right to be taking a much tougher approach to smaller DB and DC schemes?;
  • How many DC master trusts does the UK need?;
  • Should detailed cost disclosure become mandatory for asset managers?;
  • The DWP has dropped plans to force schemes to publish statements on how they take membersí views on ESG issues into account. Is this right?;
  • Should DB sponsors disclose their pension liabilities in their accounts on an alternative basis to the accounting standard?; and
  • If trustees could do one single thing to improve the pension awareness of members, what do you think it should be?

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

3E11196D5    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
6 Sep 2018 United Kingdom Corporate Governance, Death Benefits, Master Trusts, NEST/Personal Accounts, Transfers, Trustees, Winding-up
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 DB trustees reduce transfer values if they get a high volume of transfer requests?;
  • Should trustees always apply discretion when deciding who to pay out death benefits to?;
  • Should pension providers publish rationales for high executive pay when there is more than 20% shareholder dissent in AGMs?;
  • Should pension providers show more restraint on top level pay?;
  • Should NEST be used as a default scheme where a master trust that is not applying for authorisation cannot find a suitable scheme to wind up into?

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

BA11178A9    
 
Master Trust Default Fund Performance Review
Master Trust Default Fund Performance Review
Hymans Robertson
Sep 2018 United Kingdom Investment - General, Investment - Performance, Master Trusts, Scheme Issues & Trends
Hymans Robertson has published a report comparing the investment performance of the default funds used by the largest providers of master trusts. The report looks at performance across three separate stages of DC investing with differing investment requirements, which it terms the "growth phase", the "consolidation phase" and the "pre-retirement phase". According to the report's findings, the past year has seen low returns for master trust providers in their default funds, with a median return of just 1.5% for funds in the growth phase and 1.2% for funds in the consolidation phase. The research has also found that in relation to default funds in the growth phase, there is a difference in the returns received by the best and worst performing providers of 6% per annum over three years, which it estimates could mean a 10% difference in the value of those providers' members' DC pension pots. 

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

961120870   Click here to contact the authors.
 
The current master trust market: Latest facts and figures - September 2018
The current master trust market: Latest facts and figures
The Pensions Regulator (TPR)
Sep 2018 United Kingdom Master Trusts
TPR has published the latest version of statistics outlining the current state of the master trust market. In the report, the Regulator states that it has thus far identified 89 master trusts in the market, but notes that this figure has fluctuated as trustees have sought advice as to whether their scheme meets the definition of a master trust. The figures also reveal that as of 19 August 2018, three schemes had wound up or exited the market, 21 had triggered their exit from the market and 65 schemes expected to either apply for authorisation or trigger their exit from the market in the coming months.

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

8611174BF    
 
Continued transfer value stability over July
Continued transfer value stability over July
XPS Pensions Group
13 Aug 2018 United Kingdom Master Trusts, Pension Reform, Scheme Issues & Trends
According to the latest XPS Pensions Group Transfer Value Index, pension transfer values stood at £233,000 at the end of July.

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

85111401A   Click here to contact the authors.
 
The current master trust market: latest facts and figures - August 2018
The current master trust market: latest facts and figures
The Pensions Regulator (TPR)
Aug 2018 United Kingdom Master Trusts, Regulatory Bodies - the Pensions Regulator
TPR has published statistics outlining the current state of the master trust market. According to the report, the Regulator has thus far identified 90 master trusts in the market. Of those schemes, three have wound up and exited the market, 18 have triggered their exit from the market and 69 expect to either apply for formal authorisation from October 2018 or trigger their exit from the market in the coming months.

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

1C11123B5   Click here to contact the authors.
 
Master Trusts Survey Results 2018
Master Trusts Survey Results
ITM
19 Jul 2018 United Kingdom Master Trusts
ITM has published the results of a survey conducted among 57 Master Trusts. According to the results, 70% of respondents are "very confident" in the quality of data in their systems. A further 20% said they were "confident" in the quality of data while 10% said they do not know but have an audit plan.

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.

1C111062C   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
11 Jul 2018 United Kingdom Investment - Hedge Funds, Master Trusts, Savings, Scheme Design (inc. DB & DC)
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 national retirement income targets be developed to improve savers' understanding of how much they need to save?;
  • The Court of Appeal has ruled trustees cannot unilaterally 'design benefits'. Do you agree?;
  • Do you believe the £150,000 minimum reserve requirement for master trusts is sufficient to protect members?;
  • Latest research finds nearly half of DB liabilities are now hedged. In general, do you believe schemes are over-hedging, under-hedging or hedging liabilities at about the right level?; and
  • Do you believe there is an over-reliance on models in 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 >> Jul 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

EA11100EC   Click here to contact the authors.
 
Member outcomes under freedom and choice
Member outcomes under freedom and choice
XPS Pensions Group
Jul 2018 United Kingdom Master Trusts, Pension Reform, Scheme Issues & Trends
XPS Pensions Group has published a report in which it analyses the decisions that pension scheme members may make following the freedom and choice reforms as to where to transfer their pension, and the impact that those decisions could have on their retirement outcomes. According to the report, members with average transfer values of £230,000 could run out of money seven years earlier than planned for if they draw down an income of £10,000 a year, should they choose the wrong retirement vehicle.

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.

1D1113054   Click here to contact the authors.
 

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