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Searching for: topic is "Trustees"

Surveys listed in reverse order of publication date

Results 1-15 of 398. Go to page: 1  2  3  4  ...  26  27  
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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.
 
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.
 
2018 KPMG UK Fiduciary Management Survey
KPMG UK Fiduciary Management Survey
KPMG
20 Nov 2018 United Kingdom Administration, Investment - Ethical and SRI, Investment - General, Trustees
Research from KPMG has found that the number of DB pension schemes using fiduciary management grew by 9% in the year to June 2018, compared to a 30% growth across the previous year. According to KPMG, this amounts to the lowest level of growth since it began tracking the pension scheme fiduciary market in 2008.

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.

E4112986C    
 
Compliance and Enforcement Quarterly Bulletin: July - September 2018
Compliance and Enforcement Quarterly Bulletin
The Pensions Regulator (TPR)
15 Nov 2018 United Kingdom Automatic Enrolment, Funding and Minimum Funding Requirement, Regulatory Bodies - the Pensions Regulator, Trustees
TPR has published the latest edition of its quarterly compliance and enforcement bulletin, in which the Regulator provides an overview of how it used its powers between July and September 2018. According to the bulletin, between July and September 2018 TPR issued 14,997 compliance notices, a 45% reduction on the 27,219 issued in the previous quarter. The Regulator also used its enforcement powers 38,095 times between July and September 2018, compared to 43,700 times the previous quarter.

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.

8B1129187    
 
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.
 
Whilst 74% of the top UK corporate pension funds recognise the potential impact of climate change, just 5% have a specific policy
Just 5% of top UK corporate pension funds have a specific climate change policy.
Pinsent Masons
5 Nov 2018 United Kingdom Investment - Ethical and SRI, Investment - General, Investment - Performance, Trustees
Research by Pinsent Masons has revealed that only 5% of the UK's top 43 corporate pension funds have a specific climate change policy as part of their investment strategy, while none have targets for decarbonisation or investment in low carbon, energy efficient or other sustainable assets. This is in spite of the fact that 74% of the funds recognise the potential impact of climate change within their investment strategy.

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.

C1112722D    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
16 Oct 2018 United Kingdom Administration, Brexit, Investment - Ethical and SRI, 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 default decumulation pathways a good way to overcome retirement confusion?;
  • Has your pension scheme or a scheme you work with started contingency planning to assess the impact of a no-deal Brexit?;
  • Should financial services firms be required to disclose the potential effect of climate change on long-term investments, such as pensions?;
  • Are basis point charges still a legitimate way for trustees to assess investment management costs when appointing managers?; and
  • Should member-nominated trustees be paid?

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.

311125095   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
13 Sep 2018 United Kingdom Accounting, Administration, Funding and Minimum Funding Requirement, Investment - Ethical and SRI, Master Trusts, Pension Protection Fund, Regulatory Bodies - the Pensions Regulator, Surpluses and Deficits, 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:
  • Should the PPF cap be amended to ensure all members get at least 50% of the benefits promised?;
  • Is the regulator right to be taking a much tougher approach to smaller DB and DC schemes?;
  • How many DC master trusts does the UK need?;
  • Should detailed cost disclosure become mandatory for asset managers?;
  • The DWP has dropped plans to force schemes to publish statements on how they take members’ views on ESG issues into account. Is this right?;
  • Should DB sponsors disclose their pension liabilities in their accounts on an alternative basis to the accounting standard?; and
  • If trustees could do one single thing to improve the pension awareness of members, what do you think it should be?

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.

3E11196D5    
 
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    
 
DC investment strategies at least a decade behind sophistication of DB
DC investment strategies at least a decade behind sophistication of DB
Hymans Robertson
4 Sep 2018 United Kingdom Investment - General, Investment - Performance, Scheme Issues & Trends, Trustees
A survey conducted by Hymans Robertson has found that 42% of DC trustees believe that DC investment strategies lack the sophistication of those used by DB pension schemes. 40% of respondents said that they believe DC schemes will never catch up with DB schemes in terms of the sophistication of their investment strategies, while 50% thought that this would be possible but that it would take at least 10 years to achieve.

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.

281116919   Click here to contact the authors.
 
DC research response
DC research response
The Pensions Regulator (TPR)
Sep 2018 United Kingdom Administration, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Trustees
TPR has published the response to its June 2018 DC research survey, which aimed to understand the extent to which trustees meet the expectations set out by the Regulator in its DC governance and administration code of practice and related guidance, as well as the barriers that trustees face in running their schemes. According to the report, this year's survey shows some improvements in DC governance and administration, with over half of DC members in schemes that meet all their key governance requirements, but overall the results are similar to those found in last year's survey. In its response TPR has also raised concerns about small DC schemes, which this year's research has shown to still be sub-standard in how they are run.

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.

BB1127696    
 
Checklist will help tender processes
Checklist will help tender processes
Pensions and Lifetime Savings Association (PLSA)
29 Aug 2018 United Kingdom Industry Bodies (excl. Regulatory Bodies), Investment - General, Regulatory Bodies - the Pensions Regulator, Trustees
When asked what guidance from TPR they would find useful during the tender process for fiduciary management and investment consultancy arrangements, 81% of PLSA members said they would like a comprehensive checklist. The research also revealed that 66% of respondents would appreciate best practice case studies, whilst 60% would like access to templates for Request for Proposals documents.

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.

2511164CD    
 
Compliance and Enforcement Quarterly Bulletin: April - June 2018
Compliance and Enforcement Quarterly Bulletin
The Pensions Regulator (TPR)
Aug 2018 United Kingdom Automatic Enrolment, Funding and Minimum Funding Requirement, Regulatory Bodies - the Pensions Regulator, Trustees
TPR has published the latest edition of its quarterly compliance and enforcement bulletin, in which the Regulator provides an overview of how it used its powers between April and June 2018. In the bulletin TPR highlights that during the quarter it made use for the first time of its powers under the Proceeds of Crime Act 2002 to issue production orders requiring the production of specified material which would otherwise be confidential. According to the bulletin, between April and June 2018 TPR made five such orders. The Regulator also issued a record 27,219 compliance notices to employers that failed to meet their legal duties in relation to automatic enrolment.

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.

BC1114723    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
31 Jul 2018 United Kingdom Automatic Enrolment, Brexit, Legislation, Lifetime ISA, 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:
  • The amount of UK pensions legislation has increased from just 100 pages in the 1970s to around 160,000 pages today. Do you think there is too much red tape in pensions?
  • How likely is it that the UK will reach a Brexit deal and avoid a ‘no deal’ scenario by 29 March 2019?
  • Should the Government abolish the Lifetime ISA?
  • Should the Government introduce stepped AE contributions based on an individual’s annual income?
  • Should there be a maximum age that someone can act as a trustee?

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

D91112165   Click here to contact the authors.
 

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