About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

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

Searching for: topic is "Scheme Design (inc. DB & DC)"

Surveys listed in reverse order of publication date

Results 1-15 of 934. Go to page: 1  2  3  4  ...  49  50  [pp51–63 omitted]
Jump to : Dec 2018  Nov 2018  Oct 2018  Sep 2018  Aug 2018  Jul 2018  Jun 2018  May 2018  Apr 2018  Mar 2018  Feb 2018  Jan 2018  Dec 2017  Nov 2017  Oct 2017  Sep 2017  Aug 2017  Jul 2017  Jun 2017  May 2017  Apr 2017  Mar 2017  Feb 2017  Jan 2017  Dec 2016  Nov 2016  Oct 2016  Sep 2016  Aug 2016  Jul 2016  Jun 2016  May 2016  Apr 2016  Mar 2016  Feb 2016  Jan 2016  Dec 2015  Nov 2015  Oct 2015  Sep 2015  Aug 2015  Jul 2015  Jun 2015  May 2015  Apr 2015  Mar 2015  Feb 2015  Jan 2015  Dec 2014  Nov 2014  Oct 2014  Aug 2014  Jul 2014  Jun 2014  May 2014  Apr 2014  Mar 2014  Feb 2014  Jan 2014  Dec 2013  Nov 2013  Oct 2013  Sep 2013  Aug 2013  Jul 2013  Jun 2013  May 2013  Mar 2013  Feb 2013  Jan 2013  Dec 2012  Nov 2012  Oct 2012  Sep 2012  Aug 2012  Jul 2012  Jun 2012  May 2012  Apr 2012  Mar 2012  Feb 2012  Jan 2012  Dec 2011  Nov 2011  Oct 2011  Sep 2011  Aug 2011  Jul 2011  Jun 2011  May 2011  Apr 2011  Mar 2011  Feb 2011  Jan 2011  Dec 2010  Nov 2010  Oct 2010  Sep 2010  Aug 2010  Jul 2010  Jun 2010  May 2010  Apr 2010  Mar 2010  Feb 2010  Jan 2010  Dec 2009  Nov 2009  Oct 2009  Sep 2009  Aug 2009  Jul 2009  Jun 2009  May 2009  Apr 2009  Mar 2009  Feb 2009  Jan 2009  Dec 2008  Nov 2008  Oct 2008  Sep 2008  184 older surveys omitted

How are DC schemes adapting to freedom and choice?
LCP DC Scheme Survey
Lane Clark & Peacock (LCP)
Dec 2018 United Kingdom Annuities and Income Drawdown, Pension Reform, Scheme Design (inc. DB & DC)
LCP has published a report entitled "How are DC schemes adapting to freedom and choice?" The report found that, since the Freedom and Choice reforms, 60% of schemes offer three or more lifestyle strategies, allowing members to target different retirement outcomes.
2F1132522 Click here to view the full summary. Click here to contact the authors.
 
Charges, returns and transparency in DC - what can we learn from other countries?
Charges, returns and transparency in DC
Pensions Policy Institute (PPI)
Dec 2018 Australia, Europe (including EU), United Kingdom, Netherlands, Sweden, United States Countries - excl. European Union and US, European Union members, Investment - General, Scheme Design (inc. DB & DC)
The PPI, sponsored by Which? magazine, has published a report entitled 'Charges, returns and transparency in DC - what can we learn from other countries?'. The report compares data for DC workplace pensions from Australia, the United States, the Netherlands and Sweden to explore workplace pension charges and allow analysis of whether, on a global level, UK charges are high or low, transparent and offer good investment returns. The report examines the level of disclosed costs and charges in each country in the context of the country’s pensions system, the investment returns achieved and also the transparency and effectiveness of the governance oversight of charging.
9111322AB Click here to view the full summary.  
 
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.  
 
Purple Book 2018 - DB Pensions Universe Risk Profile
Purple Book
Pension Protection Fund (PPF)
Dec 2018 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Pension Protection Fund, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC)
The PPF has published the thirteenth edition of the Purple Book, which monitors the risks faced by 5,450 DB pension schemes throughout the UK. According to the findings on scheme funding, the aggregate deficit on a s179 basis improved from £161.8bn to £70.5bn in the year to the end of March 2018, whilst the aggregate funding level rose from 90.5% to 95.7%.
CC1131656 Click here to view the full summary.  
 
Navigating Change
Navigating Change
Barnett Waddingham
26 Nov 2018 United Kingdom Advisers, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Trustees
Barnett Waddingham has published research revealing the views of 100 trustees of DB pension schemes in the second quarter of 2018. According to the results, 40% of respondents are in the process of changing their actuarial consultant, with a further 21% currently considering a change and 9% likely to consider changing in the near future.

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.

3E11306EF   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
14 Nov 2018 United Kingdom Investment - General, 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:
  • Lord Myners says asset owners, such as pension funds, are substantially to blame for short-termism in business. Do you agree?;
  • Should pension funds take a longer-term approach to equity ownership?;
  • Does there need to be a fresh review of the principles for institutional investment decision-making?;
  • Should wake-up packs be replaced with communications at set life events?; and
  • Is there a need for member nominated trustees for DB consolidator vehicles?

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.

5E112946F   Click here to contact the authors.
 
PTL announces results of fourth quarterly DB risk survey
DB risk survey
Pitmans Trustees Ltd (PTL)
7 Nov 2018 United Kingdom Brexit, Data Protection, Equality, Funding and Minimum Funding Requirement, Investment - General, Longevity, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Surpluses and Deficits, Technology & Systems, Trustees
PTL has published the results of its fourth quarterly DB Risk Survey, which asks respondents to indicate the top three risks currently facing DB pension schemes. The results of the survey show that employer covenant risk remains the highest-rated risk to DB schemes, while there has also been an increase in the percentage of respondents ranking the implications of Brexit for investment as one of their biggest concerns.

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.

F81127774   Click here to contact the authors.
 
2018 Pension Trends Survey Report No 3 - Defined Benefit Schemes and 2019 Pensions Bill
Pension Trends Survey
Association of Consulting Actuaries (ACA)
25 Oct 2018 United Kingdom Pensions Dashboard, Funding and Minimum Funding Requirement, Legislation, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC), Scheme Issues & Trends
The Association of Consulting Actuaries has published the third in a series of reports outlining the results of the ACA's 2018 Pension trends survey. According to the results, 70% of employers believe TPR needs more powers to help protect DB schemes, but 72% feel those powers should prioritise unscrupulous employers rather than toughening the funding code of practice for all.

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.

2511255CA    
 
2018 Global Retirement Reality Report: The Happiness Formula
Global Retirement Reality Report
State Street Global Advisors
11 Oct 2018 WORLDWIDE Pensioners & Retirement, Scheme Design (inc. DB & DC)
State Street Global Advisors (SSGA) has published its 2018 Global Retirement Reality Report, which compares objective rankings of various retirement systems with qualitative results from a survey of 9,451 respondents in eight countries, including 1,603 in the UK. SSGA found that in the UK, 11% of respondents said they were optimistic about their financial situation in retirement, compared to 27% in the US and just 5% in Italy.

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.

601124239   Click here to contact the authors.
 
The DC Future Book: 2018 Edition
The DC Future Book
Pensions Policy Institute (PPI)
11 Oct 2018 United Kingdom Annuities and Income Drawdown, Automatic Enrolment, Savings, Scheme Design (inc. DB & DC), Scheme Issues & Trends, State Pensions, Transfers
The Pensions Policy Institute (PPI) has published the fourth edition of "The DC Future Book", in association with Columbia Threadneedle Investments, which outlines available data on the DC landscape and explores current trends. The report also contains PPI modelling exploring how the DC landscape might evolve in the future both for individuals and on an aggregate level.

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.

A4112331B   Click here to contact the authors.
 
Continued transfer value stability over Q3 2018
XPS Pensions Group Transfer Value Index
XPS Pensions Group
10 Oct 2018 United Kingdom Scheme Design (inc. DB & DC), Scheme Issues & Trends, Transfers
According to the XPS Pensions Group Transfer Value Index, pension transfer values fluctuated during September 2018, with an overall fall from £232,000 at the end of August to £230,000 at the end of September.

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.

931123281    
 
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.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
2 Oct 2018 United Kingdom Investment - Hedge Funds, Scheme Design (inc. DB & DC), Taxation, 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:
  • How likely do you think it will be that the Chancellor will make significant changes to the system of pensions tax relief in his Budget on 29 October?;
  • If significant change happens, which do you think is most likely: introduction of flat-rate tax relief; further reduction of the annual allowance; scrapping of tapered annual allowance or changing the level of the lifetime allowance?;
  • Do high management fees continue to be an obstacle to pension scheme investment in hedge funds?;
  • What approach should trustees take with regards to DB transfers?; and
  • Ten years after Lehman Brothers, do you think schemes are better prepared for a major financial crisis?

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.

3D1122720   Click here to contact the authors.
 
Melbourne Mercer Global Pension Index 2018
Melbourne Mercer Global Pension Index
Mercer
Oct 2018 WORLDWIDE Investment - General, Scheme Design (inc. DB & DC), Worldwide News
Mercer has published its Melbourne Global Pension Index, which provides a comparison of retirement income systems in 34 countries and rates them based on their adequacy, sustainability and integrity. This year, the scores ranged from 39.2 for Argentina to 80.3 for the Netherlands.

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.

1A1124773    
 

Results 1-15 of 934. Go to page: 1  2  3  4  ...  49  50  [pp51–63 omitted]
Jump to : Dec 2018  Nov 2018  Oct 2018  Sep 2018  Aug 2018  Jul 2018  Jun 2018  May 2018  Apr 2018  Mar 2018  Feb 2018  Jan 2018  Dec 2017  Nov 2017  Oct 2017  Sep 2017  Aug 2017  Jul 2017  Jun 2017  May 2017  Apr 2017  Mar 2017  Feb 2017  Jan 2017  Dec 2016  Nov 2016  Oct 2016  Sep 2016  Aug 2016  Jul 2016  Jun 2016  May 2016  Apr 2016  Mar 2016  Feb 2016  Jan 2016  Dec 2015  Nov 2015  Oct 2015  Sep 2015  Aug 2015  Jul 2015  Jun 2015  May 2015  Apr 2015  Mar 2015  Feb 2015  Jan 2015  Dec 2014  Nov 2014  Oct 2014  Aug 2014  Jul 2014  Jun 2014  May 2014  Apr 2014  Mar 2014  Feb 2014  Jan 2014  Dec 2013  Nov 2013  Oct 2013  Sep 2013  Aug 2013  Jul 2013  Jun 2013  May 2013  Mar 2013  Feb 2013  Jan 2013  Dec 2012  Nov 2012  Oct 2012  Sep 2012  Aug 2012  Jul 2012  Jun 2012  May 2012  Apr 2012  Mar 2012  Feb 2012  Jan 2012  Dec 2011  Nov 2011  Oct 2011  Sep 2011  Aug 2011  Jul 2011  Jun 2011  May 2011  Apr 2011  Mar 2011  Feb 2011  Jan 2011  Dec 2010  Nov 2010  Oct 2010  Sep 2010  Aug 2010  Jul 2010  Jun 2010  May 2010  Apr 2010  Mar 2010  Feb 2010  Jan 2010  Dec 2009  Nov 2009  Oct 2009  Sep 2009  Aug 2009  Jul 2009  Jun 2009  May 2009  Apr 2009  Mar 2009  Feb 2009  Jan 2009  Dec 2008  Nov 2008  Oct 2008  Sep 2008  184 older surveys omitted