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Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: topic is "Mis-selling - Personal Pensions"

Surveys listed in reverse order of publication date

Results 1-8 of 8.

Pensions Buzz
Pensions Buzz
Professional Pensions
22 Sep 2015 United Kingdom Regulatory Bodies (excl. tPR), Pensioners & Retirement, Mis-selling - Personal Pensions, Legislation, Automatic Enrolment, Advisers
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include:
  • Will the move of oversight of Pension Wise from the Treasury to DWP make it a better service?;
  • There is a Pensions Awareness Day. Should there be an Auto Enrolment Awareness Day?;
  • The FCA says higher net worth individuals are more likely to be victims of pension scams due to overconfidence. Do you agree?;
  • Do trade bodies like the Association of British Insurers (ABI) have an effect on pensions policy?; and
  • Is pension awareness among the general public greater than a year 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 >> Sep 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

EA93272D   Click here to contact the authors.
 
Funded Status of US Corporate Pensions Rises to 89.5% in June
BNY Mellon Pension Summary Report
BNY Mellon Investment Strategy & Solutions Group
2 Jul 2013 United States Surpluses and Deficits, Mis-selling - Personal Pensions, Funding and Minimum Funding Requirement, Countries - US
According to the BNY Mellon Pension Summary Report, the funded status of the typical US corporate pension plan increased 3.1 percentage points to 80.7% in June 2013, the highest level since June 2011.

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 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6E778543   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
3 Aug 2011 United Kingdom Scheme Design (inc. DB & DC), Mis-selling - Personal Pensions, Investment - General, Investment - Ethical and SRI, Advisers
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include: The Workplace Retirement Income Commission final report suggested capping defined contribution scheme charges at existing limits on stakeholder pensions to avoid complaints about mis-selling. Do you agree with Lord McFall’s idea?; Introducing environmental, social and governance criteria into an investor’s stock selection process has no negative impact and is likely to lead to out-performance over the longer term, according to a study by RCM. Should pension scheme consider ESG factors when investing?; and do investment consultants who act as independent investment advisers face a conflict of interest in becoming fiduciary managers?

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 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

826233BF   Click here to contact the authors.
 
Is it advisable? An investigation into switching and advice in the individual personal pensions market
Is it advisable? An investigation into switching and advice in the individual personal pensions
Consumer Focus
20 Jul 2011 United Kingdom Transfers, Regulatory Bodies (excl. tPR), NEST/Personal Accounts, Mis-selling - Personal Pensions, Advisers
Consumer Focus has published a report which investigates the individual personal pensions market and calls for measures to improve personal pensions for consumers. It suggests that consumers are being advised to switch to products with high charges or risk, that the trend for 'trail commission' is increasing, and that costs and charges are not being disclosed clearly.

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 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

266205B6   Click here to contact the authors.
 
Report shows mistrust among public towards pension providers
Report shows mistrust among public towards pension providers
Mintel
May 2006 United Kingdom Mis-selling - Personal Pensions, Investment - General, Industry Bodies (excl. Regulatory Bodies), Administration
A survey from Mintel, "Treating Customers Fairly: What is Fair in the Consumer's Eye?", has found that in the light of unsatisfactory treatment from pension providers and recent pensions mis-selling scandals, people are increasingly disappointed with the levels of service they receive from the financial services industry. The report found that very few people believed they would be dealt with fairly by financial professionals.

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 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A433348C   Click here to contact the authors.
 
Survey finds quality of advice on super still needs improvement
Quality of advice on super still needs improvement
Australian Securities and Investments Commission (ASIC)
6 Apr 2006 Australia Savings, Pensioners & Retirement, Mis-selling - Personal Pensions, Countries - excl. European Union and US, Annuities and Income Drawdown, Advisers

The Australian Securities and Investments Commission (ASIC) today released the results of its Shadow Shopping Survey on Superannuation Advice. The survey assessed whether the advice given to consumers after the introduction of Super Choice complied with the law.

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 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AB32524B   Click here to contact the authors.
 
Which? warns government over new billion-pound pensions scandal
Which? warns government over new billion-pound pensions scandal
Which?
17 Aug 2005 United Kingdom Welfare Reform, State Pensions, Savings, Pensioners & Retirement, Mis-selling - Personal Pensions, Investment - General, Contracting-out

An estimated 4.5 million people who contracted out of the state second pension (formerly SERPS) into a personal pension are likely to get less than they would have had they stayed in the scheme.

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 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

56302731    
 
70% believe education is more important than regulation for reducing misselling
Survey of financial advisers dealing with misselling claims
Huntswood
Nov 2003 United Kingdom Mis-selling - Stakeholder, Mis-selling - Personal Pensions, Mis-selling - FSAVCs
According to this research, 70% of financial services compliance experts believe consumer education is more important than tighter regulation when it comes to reducing misselling. The survey of 134 financial advisers dealing with misselling claims also reveals that 91% believe educating children in the basics of personal finance should be made compulsory in schools.

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 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

391797B1   Click here to contact the authors.
 

Results 1-8 of 8.