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Searching for: topic is "Scheme Issues & Trends"

Surveys listed in reverse order of publication date

Results 1-15 of 1260. Go to page: 1  2  3  4  ...  49  50  [pp51–84 omitted]
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Transfer values fall during November
XPS Pensions Group Transfer Value Index
XPS Pensions Group
10 Dec 2018 United Kingdom Scheme Issues & Trends, Transfers
According to the XPS Pensions Group Transfer Value Index, pension transfer values fluctuated during November with an overall fall from 235,000 at the end of October to 230,000 at the end of November.
73113319D Click here to view the full summary.  
 
Rocky Road for the European Union: Pension Plans' Response
Annual European Pensions Survey
Amundi and Create-Research
Dec 2018 Europe (including EU) European Union issues, European Union members, Scheme Issues & Trends
Amundi and Create-Research have published the annual survey of 149 pension plans across the EU, with total assets of 1.89trn. According to the results, 54% of respondents cited the unwinding of quantitative easing as the key factor driving financial markets over the next three years. Other key factors cited include the rise of protectionism in global trade and the growth outlook for the global economy.
BF11315CE Click here to view the full summary. Click here to contact the authors.
 
UK pension deficit remains level over November, masking drop in liabilities and assets
PwC Skyval Index
PwC
29 Nov 2018 United Kingdom Funding and Minimum Funding Requirement, Scheme Issues & Trends, Surpluses and Deficits
According to the latest PwC Skyval Index, at the end of November 2018 the deficit of the UK's corporate DB pension funds stood at 230bn, in line with the deficit at the end of the previous month.
7A1131261 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.
 
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.
 
Low earners to miss out pension tax top up worth up to 78 million a year
Low earners to miss out pension tax top up worth up to 78 million a year
NOW: Pensions
19 Nov 2018 United Kingdom Scheme Issues & Trends, Taxation
NOW: Pensions has warned that the increase in the personal allowance from April 2019 will increase the amount of tax relief that pension savers in net pay schemes could miss out on up to 64 per year. According to its research, 52% of senior business decision makers have a net pay pension scheme arrangement, while 20% run relief at source schemes, and 31% are unsure whether or not their scheme is a net pay 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 >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C811296D9   Click here to contact the authors.
 
Transfer values rise during October
XPS Pensions Group Transfer Value Index
XPS Pensions Group
9 Nov 2018 United Kingdom Scheme Issues & Trends, Transfers
According to the XPS Pensions Group Transfer Value Index, pension transfer values fluctuated during October but rose overall from 230,000 at the end of September to 235,000 at the end of October.
B611282FD Click here to view the full summary.  
 
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.
 
Fidelity Q3 Retirement Analysis: Account Balances Hit Record Highs 10 Years Following Financial Crisis
Fidelity Q3 Retirement Analysis
Fidelity Investments
5 Nov 2018 United States Countries - US, Savings, Scheme Issues & Trends
Fidelity Investments has published its quarterly analysis of retirement savings trends and behaviours for Q3. The data reveals that the average 401(k), 403(b) and IRA account balances reached record highs and have nearly doubled since 2008 and that there has been double-digit growth in the number of 401(k) and IRA millionaires.

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.

8D11289BD    
 
Account balances hit record highs 10 years following financial crisis
Account balances hit record highs 10 years following financial crisis
Fidelity Investments
5 Nov 2018 United States Countries - US, Equality, Savings, Scheme Issues & Trends
Fidelity Investments has released its quarterly analysis of retirement savings trends for the third quarter of 2018. According to the analysis, average 401(k), 403(b) and IRA account balances reached record highs and have nearly doubled since 2008, while contribution rates for female investors reached a record high, and the number people with $1m or more in their 401(k) increased by 41% compared with Q3 2017.

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.

90112742F   Click here to contact the authors.
 
October sees jump in UK pension deficit according to PwCs Skyval Index
PwC Skyval Index
PwC
1 Nov 2018 United Kingdom Funding and Minimum Funding Requirement, Scheme Issues & Trends, Surpluses and Deficits
According to the latest PwC Skyval Index, at the end of October 2018 the deficit of the UK's corporate DB pension funds stood at 230bn, up from 150bn at the end of the previous month. This increase in the deficit is thought to be due to falling asset values and a decrease in gilt yields that increased the liabilities.

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.

E41126763    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
31 Oct 2018 United Kingdom Administration, Case References and Dispute Resolution, Collective Defined Contribution (CDC) schemes, Equality, Pension Protection Fund, 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:
  • Do you think there is clarity on GMP equalisation following the High Court judgment in the Lloyds case?;
  • If partial transfers were introduced for your scheme, in which range do you think should be the highest amount withdrawable?;
  • Should the DC default fund charge cap include performance fees?;
  • Who do you think would be better placed to run collective defined contribution schemes?; and
  • The PPFs chief executive Oliver Morley has said there could be a revival of DB in the future. Do you agree?

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.

6E1127194   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    
 
Local government pension scheme funds for England and Wales: 2017 to 2018
Local government pension scheme funds for England and Wales
Ministry of Housing, Communities & Local Government
17 Oct 2018 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Local Government, Scheme Issues & Trends
The Ministry of Housing, Communities & Local Government has published a statistical release relating to the Local Government Pension Scheme (LGPS) funds in England and Wales for the year 2017-18. According to the release, at the end of March 2018 the LGPS in England and Wales encompassed 5.8 million people, of which 2.0 million are employees currently making contributions to the scheme, 1.7 million are pensioners and 2.1 million are former employees who are entitled to a pension from the LGPS at some point in the future. The statistics have also revealed that total LGPS income in England and Wales in 2017-18 was 17.4bn, which is a like-for-like increase of 21.4% on 2016-17. This increase is mainly due to a rise in employer contributions, which were 27.7% higher in 2017-18 than in 2016-17.

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.

331124493    
 
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.
 

Results 1-15 of 1260. Go to page: 1  2  3  4  ...  49  50  [pp51–84 omitted]
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