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Surveys listed in reverse order of publication date

Results 1-15 of 10813. Go to page: 1  2  3  4  ...  49  50  [pp51–721 omitted]
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MQ5: Investment by Insurance Companies, Pension Funds and Trusts: October to December 2018
MQ5: Investment by Insurance Companies, Pension Funds and Trusts
Office for National Statistics (ONS)
21 Mar 2019 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Investment - Performance
The latest MQ5 figures from the ONS have revealed that in the fourth quarter of 2018 insurance companies, pension funds and trusts reported net disinvestment of £34bn. According to the report, the 2018 annual estimate of net disinvestment by self-administered pension funds in overseas ordinary shares was £27bn - the largest since the start of this series in 1963.
C511442E2 Click here to view the full summary.  
 
Pensions Buzz
Pensions Buzz
Professional Pensions
20 Mar 2019 United Kingdom Administration, Collective Defined Contribution (CDC) schemes, Pension Reform
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 Government right to roll out collective defined contribution (CDC) for Royal Mail before other schemes?;
  • Should the charge cap be set at 0.75% for CDC schemes?;
  • Should CDC savers be allowed to access pension freedoms?;
  • Do you believe the Spring Statement was good or bad for pensions?; and
  • Will you expect your scheme(s)’ asset managers to conform to the cost disclosure templates when they are formally launched?
8E114453F Click here to view the full summary. Click here to contact the authors.
 
Retirement Assets Total $27.1trn in Fourth Quarter 2018
Retirement Assets Total $27.1trn in Fourth Quarter 2018
Investment Company Institute (ICI)
20 Mar 2019 United States Countries - US, Funding and Minimum Funding Requirement, Investment - General
Figures from the Investment Company Institute have revealed that total US retirement assets were $27.1trn as of 31 December 2018. The figures also showed that assets in individual retirement accounts totaled $8.8trn at the end of the fourth quarter of 2018, a decrease of 8.1% from the end of the third quarter.
52114441A Click here to view the full summary.  
 
First DB Risk Survey for 2019 reveals fears of Brexit and General Election have fuelled employer covenant risk concerns
DB Risk Survey
PTL
19 Mar 2019 United Kingdom Brexit, Data Protection, Equality, Investment - General, Longevity, Scheme Issues & Trends
PTL has published the results of its latest DB Risk Survey, which asks respondents to identify the top three risks currently facing DB pension schemes. The first edition of the survey for 2019 found that employer covenant risk remains the top risk identified by trustees, with 26% of respondents naming it as their greatest risk. The implications of Brexit for investment was named as the second greatest risk, while the proportion of trustees expressing concerns about cyber security fell from 11.3% to 8.7%.
EE1144081 Click here to view the full summary.  
 
Transfer values increased before ending month unchanged
XPS Pensions Group Transfer Value Index
XPS Pensions Group
18 Mar 2019 United Kingdom Scheme Issues & Trends, Transfers
According to the XPS Pensions Group Transfer Value Index, pension transfer values increased broadly throughout February 2019 before dropping sharply. As a result there was no overall change across the month, with the index ending February at £235,000, unchanged from the end of January.
A5114416E Click here to view the full summary.  
 
Five steps women can take to lift their retirement confidence
Five steps women can take to lift their retirement confidence
Qantas Super
13 Mar 2019 Australia Countries - excl. European Union and US, Equality, Pensioners & Retirement, Savings
According to the latest quarterly update to the Qantas Super CBSA Retirement Confidence Index, women are falling behind men in all areas of retirement confidence and preparedness. The index found that although the gender gap in retirement confidence was smaller than in the previous quarter, women had an overall retirement confidence rating of 4.8 out of 10, whilst men had an overall rating of 5.4 out of 10. The research also found that only 28% of women feel able to rely upon their superannuation and other investments to fund their retirement, compared with 40% of men.
491143973 Click here to view the full summary. 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?
8211437D4 Click here to view the full summary. Click here to contact the authors.
 
Savers back auto-enrolment but big gaps in pensions knowledge remain
Savers back auto-enrolment but big gaps in pensions knowledge remain
B & CE The People's Pension
13 Mar 2019 United Kingdom Automatic Enrolment, Savings, Taxation
Research from B&CE The People's Pension has found that whilst 90% of people see the benefit of an auto-enrolment pension, many are unaware of the contributions to their pension made by their employer and the Government. According to the findings, 55% of those saving into a pension do not know how much the Government pays in tax relief towards their pension and 10% do not know that their employer pays into their workplace pension.
AD1143176 Click here to view the full summary. Click here to contact the authors.
 
Pension freedoms four-year anniversary: are savers withdrawing sensibly or splurging irresponsibly?
Pension freedoms four-year anniversary: are savers withdrawing sensibly or splurging irresponsibly?
AJ Bell
11 Mar 2019 United Kingdom Annuities and Income Drawdown, Investment - General, Pension Reform
A survey by AJ Bell has indicated that, on average, regular annual withdrawals under the pension freedoms are 4.7% of fund value, almost a third lower than 12 months ago.
8011428B7 Click here to view the full summary. Click here to contact the authors.
 
The LP Proficiency Survey
The LP Proficiency Survey
eFront
7 Mar 2019 United Kingdom Administration, Investment - Performance
Alternative investment solutions provider eFront has conducted a survey into the proficiency of limited partners (LPs). The report surveyed 179 LPs ranging from high net worth individuals to major pension plans on all major aspects of the investment process, from managing liquidity expectations and position-monitoring, through to negotiations and performance-benchmarking. The survey found that 90% of schemes used sophisticated methods to measure performance and all pension fund respondents displayed a 'high or medium level' of proficiency.
DB11435DA Click here to view the full summary.  
 
New research reveals pension freedoms gender divide
New research reveals pension freedoms gender divide
AJ Bell
7 Mar 2019 United Kingdom Annuities and Income Drawdown, Equality, Investment - Performance, Pension Reform
Research commissioned by AJ Bell has revealed that 5% of women describe their knowledge of the pension freedom reforms as "very good", compared to 18% of men. The research also found that women who have entered income drawdown since the launch of the pension freedoms in April 2015 have retirement pots worth £118,000 on average. This is 34% less than the average man who has a retirement pot of £179,000.

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

E9114239E    
 
S & P 1500 Pension Funded Status Increased by 2% in February
S & P 1500 Pension Funded Status
Mercer
6 Mar 2019 United States Countries - US, Funding and Minimum Funding Requirement, Surpluses and Deficits
According to Mercer, the estimated aggregate funding level of pension plans sponsored by S&P 1500 companies increased by 2% in February 2019 to 90%. The estimated aggregate deficit fell by $45bn from $262bn at the end of January to $217bn at the end of February.
7E1143353 Click here to view the full summary.  
 
Defaqto's Pension Service Review reveals mixed bag with the performance of providers
Defaqto's Pension Service Review
Defaqto
6 Mar 2019 United Kingdom Advisers, Investment - General
Defaqto has published its annual review of the service delivered by pension providers as rated by financial advisers. The survey measured the relative importance of seven satisfaction categories, the ranked order of importance of which has stayed much the same as in 2017, topped by pension freedom servicing.
DA114296D Click here to view the full summary.  
 
Pensions Buzz
Pensions Buzz
Professional Pensions
6 Mar 2019 United Kingdom Automatic Enrolment, Pensions Dashboard, Regulatory Bodies - the Pensions Regulator, Single Financial Guidance Body (SFGB), 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.
 
Opting out of a workplace pension could cost you £542k
Opting out of a workplace pension could cost you £542k
Aegon
6 Mar 2019 United Kingdom Automatic Enrolment, State Pensions
Aegon has published research analysing the cost of opting out of a workplace pension scheme as auto-enrolment minimum contributions are set to rise from 5% to 8% in April. According to the research, a 22 year old joining a workplace scheme could be £542k worse off when they reach state pension age if they opt out of auto-enrolment next month and never rejoin.

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.

4311426A4    
 

Results 1-15 of 10813. Go to page: 1  2  3  4  ...  49  50  [pp51–721 omitted]
Jump to : Mar 2019  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  10063 older surveys omitted