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Searching for: topic is "Trustees"

Surveys listed in reverse order of publication date

Results 1-15 of 412. Go to page: 1  2  3  4  ...  27  28  
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Almost two-thirds of trustees taking steps to prepare for Brexit
Almost two-thirds of trustees taking steps to prepare for Brexit
Hymans Robertson
11 Apr 2019 United Kingdom Brexit, Trustees
According to research by Hymans Robertson, 64% of trustees have taken measures to prepare for the impact of Brexit despite the ongoing uncertainty and many had also taken protective measures in anticipation of market instability.
9611479CA Click here to view the full summary. Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
28 Mar 2019 United Kingdom Brexit, Equality, Master Trusts, 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:
  • What is the top risk facing DB schemes amid concerns over Brexit uncertainty?;
  • Was TPR right to grant 11 master trusts up to a six-week extension for authorisation applications (as of 21 March)?;
  • Do you think government-led pension adverts on TV and radio make any difference to how savers view pensions?;
  • Has your scheme calculated transfer values to allow for GMP equalisation?; and
  • Would you expect your professional/independent trustee to seek accreditation when it is formally launched later this 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 >> Mar 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4C1146068   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
13 Mar 2019 United Kingdom Accounting, Pension Protection Fund, Regulatory Bodies - the Pensions Regulator, Savings, 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:
  • Will the introduction of accreditation reduce the number of sole-trader professional trustees?;
  • Should the PPF have member-nominated representatives on its board?;
  • Should TPR issue a rules and ratios based set of guidance in relation to allowable dividend distributions?; and
  • How severe do you think savers’ lack of trust in pensions is?

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

8211437D4   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
6 Mar 2019 United Kingdom Automatic Enrolment, Pensions Dashboard, Regulatory Bodies - the Pensions Regulator, Money and Pensions Service, 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:
  • Do you think the ‘Money and Pensions Service’ is an appropriate new name for the Single Financial Guidance Body?;
  • Is the pensions dashboard a high enough priority on trustees’ agendas?;
  • With auto-enrolment contribution rates rising next month, what effect do you think this will have on opt-out rates?;
  • At the end of this year, how do you believe the Bank of England’s base rate will compare to the current level of 0.75%?; and
  • In your experience, does TPR generally enter meetings with: an open mind and a clear understanding of the scheme and its challenges  or preconceived ideas and lack of understanding?

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

511142741   Click here to contact the authors.
 
Three in five ‘pension wills’ out of date
Three in five ‘pension wills’ out of date
Canada Life
4 Mar 2019 United Kingdom Death Benefits, Trustees
According to a Canada Life survey of individuals between the ages of 16 and 54, 61% of respondents said their nominated beneficiary or expression of wish form was either out of date, or they did not know whether it needed reviewing.

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

16114161E    
 
The future of pension scheme trusteeship
The future of pension scheme trusteeship
RSM
27 Feb 2019 United Kingdom Scheme Issues & Trends, Trustees
RSM has published the findings of its annual survey of 200 trustees of UK pension schemes, looking at the biggest issues that they face and what the future of pension scheme trusteeship looks like. According to the report, 65% of trustees surveyed said that they felt under more pressure than they had a year previously, with 71% citing sponsors and funding concerns as the reason they were feeling pressured. The survey also found a fall in the proportion of trustees that have experienced fraud from 16% in 2017 to 10% in 2018. It also revealed, however, that 68% of respondents do not have a 24-hour cyber security response plan in place or do not know whether their scheme has one.

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

B511413DA    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
14 Feb 2019 United Kingdom Automatic Enrolment, Investment - General, Pension Scams, Regulatory Bodies (excl. tPR), Savings, 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:
  • Is too much responsibility put onto the saver when it comes to protecting themselves from scams?;
  • What should the Government’s main priority for auto-enrolment be?;
  • Despite AE now securing 10 million workers, low-earners are still not covered by the initiative. Does this undermine its long-term success?;
  • Amber Rudd has warned individuals could face up to seven years in prison for reckless mismanagement of employees’ pensions. Is this justified?;
  • Should the DWP allow schemes to increase the proportion of member-nominated trustees (MNTs) to 50% of the trustee board?; and
  • Should schemes be allowed to substitute professional trustees for MNTs?

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

3B11403B9   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
7 Feb 2019 United Kingdom Investment - General, Investment - Performance, Master Trusts, Regulatory Bodies (excl. tPR), 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 DWP 'nudge' smaller, sub-1,000 member DC schemes to consolidate?;
  • The DWP wants DC trustees to set out a policy on illiquid investments and provide statistics on such investments. Do you agree with this approach?;
  • Should the DC default charge cap be amended to make it easier for trustees to invest in illiquid assets, which typically incur performance fees?;
  • Should all DC pension schemes and master trusts be required to publicly report the performance of their investment strategies/funds?; and
  • Do you think master trusts will improve member engagement?

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

3111396B8   Click here to contact the authors.
 
Compliance and enforcement - Quarterly bulletin: October - December 2018
Compliance and Enforcement Quarterly Bulletin
The Pensions Regulator (TPR)
Feb 2019 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 October and December 2018. According to the bulletin, between October and December 2018 TPR issued 6,795 automatic enrolment compliance notices and conducted 88 automatic enrolment inspections. The report also highlights that during this quarter the Regulator conducted its first prosecution of an employer's adviser for falsely claiming that his client's staff had been automatically enrolled into a pension.

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

84114006E    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
30 Jan 2019 United Kingdom Data Protection, Scheme Issues & Trends, Technology & Systems, 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:
  • Do trustees need professional help on communications, as suggested by the major review into the British Steel Pension Scheme saga?;
  • Should there be an explicit duty on trustees to communicate effectively with members, as suggested by the review into the British Steel Pension Scheme saga?;
  • Should there be protections for trustees and sponsors from prosecution should members’ personal data be illegally obtained from dashboards?;
  • Do you think there should be some relaxation and flexibility in the timetable for DB schemes to place information on the dashboards given their having to also grapple with GMP equalisation?; and
  • Should there be a cap on the number of commercial pensions dashboards?

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.

F21137839   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
23 Jan 2019 United Kingdom Brexit, Pension Buy-out Companies, Collective Defined Contribution (CDC) schemes, Legislation, Master Trusts, Regulatory Bodies (excl. tPR), Superfunds (DB), 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 Government consider the adoption of a universal measure of inflation?;
  • Do you think the potential take-up of CDC makes the policy a good use of DWP’s time and resources?;
  • Should legislation be relaxed to allow master trusts to become CDC providers?;
  • Has your scheme or a scheme you work with stepped up contingency planning for no-deal Brexit?; and
  • Should trustees be compelled to consult directly with members before agreeing to a DB superfund buyout?

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.

A011371F8   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
16 Jan 2019 United Kingdom Automatic Enrolment, Collective Defined Contribution (CDC) schemes, Investment - General, Regulatory Bodies - the Pensions Regulator, 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 each pension scheme be required to have a professional trustee on their board?;
  • As the Government’s consultation on CDC closes, how has your view of this pension type changed over the last year?;
  • Should there be a TPR authorisation regime for third-party administrators and software providers?;
  • Where sole trustees are appointed by the sponsoring employer, do you think those trustees can robustly challenge the employer in funding valuations?;
  • Should generational representation be encouraged on the trustee boards of schemes being used for AE?;
  • What do you see as the biggest challenges currently facing those running occupational DC schemes?;
  • What do you think will be the biggest trends over the coming 12 months with regards to occupational DC schemes?; and
  • To what extent do you believe default investment fund strategy will change over the coming 12-18 months?

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.

ED1136641   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
3 Jan 2019 United Kingdom Automatic Enrolment, Pension Liberation, Regulatory Bodies - the Pensions Regulator, 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:
  • Lesley Titcomb has suggested TPR should be allowed to create its own rules, subject to some safeguards. Do you agree?;
  • What effect do you believe the pensions cold-calling ban will have on reducing the number of scams?;
  • How much do you believe the 2019 auto-enrolment contribution rate rise will increase opt-out rates?;
  • Do you believe the CMA’s recommendation that fiduciary management tenders should include at least three firms is too high, too low or about right?;
  • Should schemes and/or employers sponsor mid-life planning for members?; and
  • Do you believe GMP calculations will ever be understood by members, or even trustees?

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.

2511349C8   Click here to contact the authors.
 
Master Trust Report
Master Trust Report
Pensions Management Institute (PMI)
4 Dec 2018 United Kingdom Administration, Pensions Dashboard, Master Trusts, Regulatory Bodies - the Pensions Regulator, Technology & Systems, Trustees
The PMI's Master Trust Working Party has published the results of a survey it conducted asking master trusts for their views on issues and barriers facing the industry such as the regulatory framework, the adoption of technology, and whether there is a skills shortage among both providers and regulators. According to the results, 93% of respondents said that the master trust authorisation regime is to be welcomed, while 87% felt that the regime would accelerate the consolidation of the providers. The report also revealed that 60% of master trusts surveyed believe that there will be no more than 20 master trust providers in five years.

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.

F5113352B    
 
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.
 

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