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Searching for: topic is "Transfers"

Surveys listed in reverse order of publication date

Results 1-15 of 171. Go to page: 1  2  3  4  ...  11  12  
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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.  
 
Pensions Buzz
Pensions Buzz
Professional Pensions
28 Nov 2018 United Kingdom Automatic Enrolment, Brexit, Funding and Minimum Funding Requirement, Regulatory Bodies - the Pensions Regulator, Transfers, 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:
  • On the whole, are you positive about the outlook for pensions in 2019?;
  • What do you believe will be the key positive for pensions in 2019?;
  • Should the contribution levels of highly compensated employees be linked to the contribution levels of lower-paid staff?;
  • Do you agree with MPs that HSBC has a moral imperative to drop pension clawback rules?;
  • Do you think auto-enrolment obligations should be simplified?; and
  • Should trustees suspend DB to DC pension transfer activity following the recent GMP equalisation ruling?
7D11311D7 Click here to view the full summary. 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.  
 
Risk Transfer Report 2018
Risk Transfer Report
Hymans Robertson
Nov 2018 United Kingdom Annuities and Income Drawdown, Pension Buy-out Companies, Transfers
According to Hymans Robertson's Risk Transfer Report 2018, total pension scheme risk transfer transactions over the last year covered liabilities of about £21.9bn. The report also revealed that since 30 June 2009, the longevity swap market has seen deals covering £67bn of 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.

4311288D6    
 
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 PPF’s 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.
 
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    
 
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.
 
What will the FCA's new rules mean for DB to DC pension transfers?
What will the FCA's new rules mean for DB to DC pension transfers?
LCP and Royal London
Oct 2018 United Kingdom Advisers, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC), Transfers
Lane Clark & Peacock and Royal London have published a joint policy paper looking at how the FCA's new rules on pension transfer advice will affect the DB to DC pension transfers. From 1 October, financial advisers are obliged to show their clients how the transfer value they have been offered by their company pension scheme compares with an estimate of the lump sum needed today to buy an equivalent pension at retirement to the one being given up. Key findings from the research show that for savers ten years away from retirement, the transfer value will on average be around 55% of the 'full value' of the pension they have given up.

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.

24112241A    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
20 Sep 2018 United Kingdom Automatic Enrolment, Data Protection, 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:
  • Should business be able to suspend their auto-enrolment contributions if in financial distress?;
  • What should DB consolidators target for transferred members?;
  • The Liberal Democrats want to cap tax-free lump sums at £40,000. Would you support this?;
  • Do you believe significant data problems exist within DC pensions as a whole?; and
  • Should statutory indexation (before and after retirement) be abolished going forward for open DB schemes?

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.

11112056F    
 
Continued transfer value stability over August
XPS Pensions Group Transfer Value Index
XPS Pensions Group
13 Sep 2018 United Kingdom Transfers
According to the latest XPS Pensions Group Transfer Value Index, pension transfer values fell from £233,000 at the end of July to £232,000 at the end of August.

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.

C111191FB    
 
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    
 
Individuals pay ten times more in tax for breaching the Lifetime Allowance
Individuals pay ten times more in tax for breaching the Lifetime Allowance
Wealth at Work
20 Aug 2018 United Kingdom Taxation, Transfers
Research by Wealth at Work has found that the tax collected from individuals breaching the Lifetime Allowance has increased by £100m since it was introduced in 2006, with the latest figures showing that £110m in tax was collected from individuals exceeding the allowance during 2016/17, compared with less than £10m in 2006/7.

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

AD11151B2    
 
A turning point for FTSE350 pensions? Analysing the impact of DB pensions on UK business
A turning point for FTSE350 pensions?
Barnett Waddingham
2 Aug 2018 United Kingdom Accounting, Investment - General, Occupations/Industry Sectors, Scheme Issues & Trends, Surpluses and Deficits, Transfers
Barnett Waddingham has published its eighth annual report on the pension provision of the FTSE 350. According to the report, 2017 was a turning point for FTSE 350 pension schemes, with the aggregate IAS19 deficit falling from £62bn in 2016 to £55bn in 2017 and contributions to pay down DB scheme deficits increasing.

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.

62111242D   Click here to contact the authors.
 

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