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Searching for: topic is "Transfers"

Surveys listed in reverse order of publication date

Results 1-15 of 194. Go to page: 1  2  3  4  ...  12  13  
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Transfer values and transfer activity increase during July
XPS Transfer Watch
XPS Pensions Group
8 Aug 2019 United Kingdom Scheme Issues & Trends, Transfers
The latest edition of the XPS Transfer Watch has found that both the number and value of DB transfers rose during July 2019. The XPS Pension Group's Transfer Value Index ended the month at £247,400, up from £240,800 at the end of June, while the Transfer Activity Index found that the number of transfers processed by the administration business across the month would imply an annual equivalent of 0.98% of eligible members, an increase from the annual equivalent of 0.87% of eligible members recorded in June.
2611613B2 Click here to view the full summary.  
 
Pensions Buzz
Pensions Buzz
Professional Pensions
6 Aug 2019 United Kingdom Advisers, Investment - Management, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC), Scheme Issues & Trends, 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:
  • DC providers will be required to suggest ‘investment pathways’ to non-advised members from 2020, but not provide the needed products. Will this have a meaningful effect?;
  • Do you agree with the FCA’s proposal to ban contingent charging on DB transfer advice?;
  • Do you have concerns about the level of DC member engagement?;
  • Should there be an agreed definition for value for money in workplace pension schemes? If yes what should that definition be?; and
  • Should pension taxation be moved to a tax-exempt-exempt (TEE) structure?
4F11615D3 Click here to view the full summary.  
 
Transfers to Qualifying Recognised Overseas Pension Schemes: July 2019
Transfers to Qualifying Recognised Overseas Pension Schemes
HM Revenue & Customs (HMRC)
31 Jul 2019 United Kingdom Transfers
HMRC has published statistics showing the total number and value of transfers made to Qualifying Recognised Overseas Pension Schemes (QROPS) each year since 2006-07. According to the statistics, during the 2018-19 tax year 5,000 transfers with a total value of £640m were made. This represents an increase in the number of transfers, up from 4,700, and a decrease in the total value of transfers, which was £740m, during the previous year.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4F11604CA    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
11 Jul 2019 United Kingdom Corporate Governance, Public Sector Pensions, Regulatory Bodies (excl. tPR), Regulatory Bodies - the Pensions Regulator, 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:
  • Is The Pensions Regulator right to accelerate the consolidation of smaller schemes?;
  • Is 10 weeks an appropriate length to conduct a full DB to DC transfer, as laid out in PASA’s new transfer guidance?;
  • Do you agree with The Pensions Regulator’s view the governance of smaller schemes is generally poor?;
  • Should the government amend pensions tax allowance rules specifically for high-earners in the NHS Pension Scheme?; and
  • Is it right for TPR to pursue company bosses’ personal assets to provide funds for 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 >> Jul 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4A11588BD    
 
Transfer values and transfer activity stabilise over June
XPS Transfer Watch
XPS Pensions Group
10 Jul 2019 United Kingdom Scheme Issues & Trends, Transfers
According to the XPS Transfer Watch, transfer values fell slightly during June 2019 as the number of DB transfers over the month also fell marginally. The XPS Pensions Group's Transfer Value Index ended the month at £240,800, down from £241,500 at the end of May, while the Transfer Activity Index has revealed a slight decrease in the number of transfers processed by the administration business during June.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2011577C7    
 
Accounting for pensions - Managing the Pension Accounting Gap
Accounting for Pensions
XPS Pensions Group
Jul 2019 United Kingdom Accounting, Longevity, Pension Liberation, Scheme Design (inc. DB & DC), Transfers
According to XPS Pension Group's Accounting for Pensions survey, the Accounting Gap across all UK companies could be £260bn. The survey, which included 150 of XPS Pension Group's clients, also showed that the majority of schemes had GMP equalisation costs of less than 1%.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1F11571BE    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
26 Jun 2019 United Kingdom Accounting, Advisers, Industry Bodies (excl. Regulatory Bodies), Legislation, Regulatory Bodies (excl. tPR), 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:
  • Is it fair that financial support direction regulations can be imposed on companies for events that preceded the regulations, as in the case of the Box Clever Pension Scheme?;
  • The FCA has found 69% of those who were advised on DB transfers between 2015 and 2018 were recommended to transfer out. Is this too high, about right or too low?;
  • Do you think asset managers have made significant improvements to cost transparency reporting since disclosure regulations came into force in 2018?;
  • Would Boris Johnson be detrimental to pensions if he becomes prime minister?; and
  • Is the complex taxation of pensions encouraging employers to diversify reward away from pensions?

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 >> Jun 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2711566AB    
 
Buck’s 2019 Mid-Market Review examines data for almost 1,900 UK defined benefit pensions schemes
Buck’s 2019 Mid-Market Review examines data for almost 1,900 UK defined benefit pensions schemes
Buck
17 Jun 2019 United Kingdom Equality, Funding and Minimum Funding Requirement, Longevity, Scheme Issues & Trends, Surpluses and Deficits, Transfers
Buck has published the results of its 2019 Mid-Market Pensions Review which analyses figures from nearly 1,900 UK DB pension schemes and outlines the trends and challenges faced by pension schemes with asset values between £10m and £1bn. According to the research, average annual company contributions fell from £5m in 2017 to £4.2m in 2018, reflecting steps taken by companies to manage pension costs.

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 >> Jun 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

701155358    
 
Transfer values near record highs while transfer activity remains steady
XPS Transfer Watch
XPS Pensions Group
13 Jun 2019 United Kingdom Scheme Issues & Trends, Transfers
According to the XPS Transfer Watch, transfer values stayed close to record highs during May 2019 as a result of an increase in the number of DB transfers across the month. The XPS Pensions Group's Transfer Value Index is reported to have increased during the month before falling to £241,500 at the end of May 2019, down from £242,300 at the end of April, while the Transfer Activity Index has revealed a small increase in the number of transfers processed by the administration business during May.

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 >> Jun 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

531154957    
 
Aon's 2019 Member Options Survey
Member Options Survey
Aon
13 May 2019 United Kingdom Funding and Minimum Funding Requirement, Pension Reform, Scheme Issues & Trends, Taxation, Transfers
Aon has published its 2019 Member Options Survey providing a snapshot of how sponsors and trustees are deciding on the options to make available to members and what member support should be in place. The survey found that one-third of schemes offer extra flexibility alongside the normal options of a standard transfer value, a pension and a tax-free cash lump sum. Of those, 32% provide members with a pension increase exchange option and 24% offer a partial transfer option.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

681151351   Click here to contact the authors.
 
XPS launches XPS Transfer Watch tracking numbers of transfers and values
XPS Transfer Watch
XPS Pensions Group
May 2019 United Kingdom Scheme Issues & Trends, Transfers
XPS Pensions Group has launched a new Transfer Watch which combines its transfer value index showing how markets impact the total payment members may get with its transfer activity index, a new index of member activity that tracks how many members are leaving schemes XPS looks after. The Transfer Watch provides a monthly snapshot of the average value and number of pension transfers. According to the Transfer Watch, pension transfer values fell slightly from £243,900 at the end of March to £242,300 at the end of April and over the period of the new index typically 1% to 1.5% of eligible members (on an annualised basis) left the schemes administered by XPS each month.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CC1151891    
 
Overcoming the Risks at Retirement
Overcoming the Risks at Retirement
WEALTH at Work and the Pensions Management Institute (PMI)
May 2019 United Kingdom Pensioners & Retirement, Pension Scams, Taxation, Transfers, Trustees
WEALTH at Work and the Pensions Management Institute have published research investigating trustees' concerns for their pension scheme members as they access their retirement savings. According to the research, 88% of trustees are worried that their members approaching retirement will face predatory attention from scammers, 81%  of trustees do not think their members are equipped to deal with the taxation implications of accessing their pension and 60% of trustees are concerned that their members’ money will not last the duration of their retirement.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DE11514FB    
 
Member outcomes under freedom and choice
Member outcomes under freedom and choice
XPS Pensions Group
May 2019 United Kingdom Pension Reform, Transfers
XPS Pensions Group has published the results of its second annual survey on member outcomes under freedom and choices, in which it built upon its previous research by analysing a further 1,800 transfers. The research found that 99% of the transfers analysed went into Self Invested Personal Pensions (SIPPs), compared with 95% of transfers in 2018, and that the average transfer value increased over the same period from £230,000 to £275,000.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

401150754    
 
Big schemes – DB pensions heading for the end game
Big schemes – DB pensions heading for the end game
Barnett Waddingham
May 2019 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Scheme Issues & Trends, Surpluses and Deficits, Transfers
Barnett Waddingham has published an analysis of UK DB schemes which highlights the continued decline in DB schemes and the shifting focus of employers towards the DB endgame. According to the research, just 52% of final salary arrangements remain open to future accrual, compared to 57% last year, and just 3% are open to new members.

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 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D5115038D    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
30 Apr 2019 United Kingdom Pensioners & Retirement, NEST/Personal Accounts, State Pensions, 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:
  • Are trust based DC schemes taking too long to transfer funds to other providers?;
  • As retired households' disposable income grows faster than working households', should the state pension triple lock be abolished?;
  • Would mid-life MOTs work better for savers through a flexible approach, or a statutory requirement?;
  • Should NEST remain in public hands?; and
  • Should trustees be subject to maximum term limits for particular 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 >> Apr 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

571150043    
 

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