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 "Transfers"

Surveys listed in reverse order of publication date

Results 1-15 of 175. Go to page: 1  2  3  4  ...  11  12  
Jump to : Feb 2019  Jan 2019  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  May 2016  Mar 2016  Feb 2016  Jan 2016  Dec 2015  Oct 2015  Sep 2015  Aug 2015  Jul 2015  Jun 2015  May 2015  Apr 2015  Mar 2015  Feb 2015  Nov 2014  Aug 2014  Jul 2014  Jun 2014  Apr 2014  Mar 2014  Sep 2013  Jun 2013  Oct 2012  Sep 2012  Jul 2012  Jun 2012  May 2012  Mar 2012  Oct 2011  Aug 2011  Jul 2011  Oct 2010  Aug 2010  Jul 2010  May 2010  Mar 2010  Oct 2009  May 2009  Feb 2009  Dec 2008  Nov 2008  Jul 2008  Feb 2008  Jan 2008  Sep 2007  Mar 2007  Feb 2007  Jan 2006  Dec 2005  Oct 2002

Transfer values fluctuate during January but end month unchanged
XPS Pensions Group Transfer Value Index
XPS Pensions Group
12 Feb 2019 United Kingdom Scheme Issues & Trends, Transfers
According to the XPS Pensions Group Transfer Value Index, pension transfer values fluctuated moderately during January 2019. There was, however, no overall change across the month, with the index ending January at £235,000, unchanged from the end of December 2018.
CC11395CD Click here to view the full summary.  
 
All change for DB transfers - issue 14
All change for DB transfers
Lane Clark & Peacock (LCP)
11 Feb 2019 United Kingdom Transfers
According to the latest quarterly analysis by Lane Clark & Peacock (LCP), transfer quotation rates have fallen to the lowest rate recorded since Q3 2016, while over 2018 as a whole rates fell to just over 6% of deferred members, compared to almost 8% over 2017. The analysis also found, however, that take-up rates have remained stable at 30% for the year to 30 June 2018, compared with 28% for the 12 months to 30 June 2017.
88114019F Click here to view the full summary.  
 
Transfer values experience volatile end to 2018
XPS Pensions Group Transfer Value Index
XPS Pensions Group
10 Jan 2019 United Kingdom Scheme Issues & Trends, Transfers
According to the XPS Pensions Group Transfer Value Index, pension transfer values ended the year at £235,000 compared to £236,000 at the end of 2017. According to the findings, the Index increased by 2.3% in December 2018, with the index at its most volatile since September 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 >> Jan 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

191135869    
 
Mercer forecasts nearly one third of a trillion pounds to be paid by UK company DB pension schemes over next three years
Nearly one third of a trillion pounds to be paid by UK company DB schemes over next three years
Mercer
14 Dec 2018 United Kingdom Annuities and Income Drawdown, Scheme Design (inc. DB & DC), Transfers
According to Mercer, nearly one third of a trillion pounds will be paid by UK private sector DB pension schemes between 2019 and 2021. The record amount is due to large numbers of active and deferred members expected to transfer the value of their entitlement to another arrangement and a rapidly growing buy-in and buy-out 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 >> Dec 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CA11338D6   Click here to contact the authors.
 
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.

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

73113319D    
 
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?

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.

7D11311D7   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.

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.

B611282FD    
 
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    
 

Results 1-15 of 175. Go to page: 1  2  3  4  ...  11  12  
Jump to : Feb 2019  Jan 2019  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  May 2016  Mar 2016  Feb 2016  Jan 2016  Dec 2015  Oct 2015  Sep 2015  Aug 2015  Jul 2015  Jun 2015  May 2015  Apr 2015  Mar 2015  Feb 2015  Nov 2014  Aug 2014  Jul 2014  Jun 2014  Apr 2014  Mar 2014  Sep 2013  Jun 2013  Oct 2012  Sep 2012  Jul 2012  Jun 2012  May 2012  Mar 2012  Oct 2011  Aug 2011  Jul 2011  Oct 2010  Aug 2010  Jul 2010  May 2010  Mar 2010  Oct 2009  May 2009  Feb 2009  Dec 2008  Nov 2008  Jul 2008  Feb 2008  Jan 2008  Sep 2007  Mar 2007  Feb 2007  Jan 2006  Dec 2005  Oct 2002