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Surveys listed in reverse order of publication date

Results 376-390 of 10931. Go to page: 1  2  ...  23  24  25  26  27  28  29  ...  49  50  [pp51–729 omitted]
Jump to : Jun 2019  May 2019  Apr 2019  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  10181 older surveys omitted

FTSE 350 pension deficit rises for second consecutive month
Mercer Pensions Risk Survey
Mercer
3 Sep 2018 United Kingdom Scheme Issues & Trends, Surpluses and Deficits
The Mercer Pensions Risk Survey has revealed that during August 2018 there was a small deterioration in the accounting deficit of the FTSE 350 DB pension schemes, which rose from £32bn to £34bn. The survey also shows that liability values increased across the month from £826bn to £829bn as a result of a fall in corporate bond yields, which was offset in part by a fall in market inflation expectation.

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.

C31117084   Click here to contact the authors.
 
JLT's monthly fund index update for the month of September 2018
JLT's monthly fund index update for the month of September 2018
JLT Employee Benefits
3 Sep 2018 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Surpluses and Deficits
JLT Employee Benefits has updated its monthly index revealing the funding position of all UK private sector DB schemes under IAS19. As at 31 August 2018, FTSE 100 DB pension schemes had a funding level of 100% and a deficit of £3bn. UK private sector DB pension schemes as a whole had a funding level of 98% and a deficit of £40bn.

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.

B61116875   Click here to contact the authors.
 
UK councils invest £9bn in fracking industry
UK councils invest £9bn in fracking industry
Fossil Free UK
3 Sep 2018 United Kingdom Investment - Ethical and SRI
Data issued by Platform London, 350.org and Friends of the Earth has revealed that UK councils have invested a total of £9,075,754,081 in companies involved in fracking through council pension funds. According to the data, the largest investments in the global fracking industry have been made by the Greater Manchester Pension Fund, which has made investments amounting to almost £1bn. This amount is almost double that invested by the West Yorkshire council pension fund, the next largest investor in fracking.

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.

6E11166D6   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    
 
Transaction costs amongst large asset owners
Transaction costs amongst large asset owners
CEM Benchmarking
Sep 2018 United Kingdom Administration, Investment - General, Investment - Management
CEM Benchmarking has published the results of an in-depth study into the transaction costs incurred by 19 pension and sovereign wealth funds that are amongst the world's largest and most complex institutional investors, with combined assets worth over £2trn. The study found that for the average fund transaction costs account for 24% of total investment costs. It also highlighted a large range of transaction costs incurred by funds. The key reason for this variation identified by the report was asset mix, although it also suggested that other factors contributing to total transaction costs included assumptions, volumes and how much funds pay for transactions.

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.

271120947   Click here to contact the authors.
 
Master Trust Default Fund Performance Review
Master Trust Default Fund Performance Review
Hymans Robertson
Sep 2018 United Kingdom Investment - General, Investment - Performance, Master Trusts, Scheme Issues & Trends
Hymans Robertson has published a report comparing the investment performance of the default funds used by the largest providers of master trusts. The report looks at performance across three separate stages of DC investing with differing investment requirements, which it terms the "growth phase", the "consolidation phase" and the "pre-retirement phase". According to the report's findings, the past year has seen low returns for master trust providers in their default funds, with a median return of just 1.5% for funds in the growth phase and 1.2% for funds in the consolidation phase. The research has also found that in relation to default funds in the growth phase, there is a difference in the returns received by the best and worst performing providers of 6% per annum over three years, which it estimates could mean a 10% difference in the value of those providers' members' DC pension pots. 

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.

961120870   Click here to contact the authors.
 
Automatic enrolment: Commentary and analysis (April 2017 - March 2018)
Automatic enrolment: Commentary and analysis
The Pensions Regulator (TPR)
Sep 2018 United Kingdom Automatic Enrolment, Regulatory Bodies - the Pensions Regulator
TPR has published the sixth edition of its report on the impact of automatic enrolment and its role in increasing participation in workplace pension schemes. During the period between April 2017 and  March 2018, the research shows that the proportion of UK employees in a workplace pension scheme rose from 77% to 84% and the total amount saved by eligible savers increased from £86bn to £90.3bn.

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.

6011204DB   Click here to contact the authors.
 
Defined contribution trust-based pension schemes research 2018
Defined contribution trust-based pension schemes research
The Pensions Regulator (TPR)
Sep 2018 United Kingdom Administration, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC), Scheme Issues & Trends
TPR has published research which summarises the findings of its annual survey of trust-based occupational DC pension schemes, carried out between January and March 2018. According to the research, the trustees of just one in ten small schemes and one in three medium schemes are doing everything which TPR believes is necessary to assess value for members. TPR has also published the findings from its thematic review into value for members in small and micro pension schemes. According to the findings, the majority of the chair statements reviewed failed to provide adequate or complete explanations of how the scheme's costs and charges represent good value for 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 >> Sep 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D01119984    
 
A new measure of poverty for the UK
A new measure of poverty for the UK
Social Metrics Commission
Sep 2018 United Kingdom Pensioners & Retirement, State Pensions
The Social Metrics Commission has published a report entitled "A new measure of poverty for the UK", which provides a detailed analysis of how the approach to poverty measurement can be improved in the UK and elsewhere. According to the report, poverty rates amongst pension-age adults has fallen from 17% of the total population in poverty in 2001 to 11% in 2017. However, the report found that some pensioner groups are still experiencing high levels of poverty, with the poverty rate for pensioners who are not homeowners standing at 34.2%.

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.

4F11198CC    
 
FAB Index update at 31 July 2018
First Actuarial's Best estimate (FAB) Index
First Actuarial
Sep 2018 United Kingdom Scheme Design (inc. DB & DC), Scheme Issues & Trends, Surpluses and Deficits
First Actuarial's Best estimate (FAB) Index improved again to the end of July 2018, with a record month-end surplus of £392bn and a 132% funding ratio. The index also showed that the overall investment return required for these DB pension schemes to be 100% funded on a best-estimate basis has remained at -0.9% per annum.

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.

EA11195C9    
 
Maximising Value in DB
Maximising Value in DB
Hymans Robertson
Sep 2018 United Kingdom Investment - General, Surpluses and Deficits
Hymans Robertson has published a report looking at ways in which DB schemes could reduce their deficits. According to the report's findings, the current UK DB £500bn deficit could be halved if schemes explored alternative opportunities to create value across the "three pillars of value creation" identified by the consultancy. The three pillars relate to identifying a long term objective, adopting an efficient strategy which maximises every opportunity to create additional value, and pursuing operational effectiveness, for example through technology and the adoption of alternative governance structures.

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.

3611190FD    
 
Automatic enrolment: Declaration of compliance report: July 2012 - end August 2018
Automatic enrolment: Declaration of compliance report
The Pensions Regulator (TPR)
Sep 2018 United Kingdom Automatic Enrolment, Regulatory Bodies - the Pensions Regulator
TPR has published its monthly report on automatic enrolment, which sets out information based on data submitted by employers. According to the report, 1,363,865 employers confirmed that they had met their duties by completing their declaration of compliance between July 2012 and the end of August 2018. The report also states that 9,886,000 eligible jobholders were automatically enrolled into an automatic enrolment pension scheme during the same period.

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.

A41119251    
 
The Rules of Engagement
The Rules of Engagement
Hargreaves Lansdown
Sep 2018 United Kingdom Automatic Enrolment, Pension Reform, Scheme Issues & Trends
Hargreaves Lansdown has published a policy paper entitled "The Rules of Engagement", which uses seven measures to assess engagement among workplace pension members. The analysis shows that 73% of pension members are engaging with their retirement planning, with half of respondents prepared to contribute more than the minimum set by their employer and 22% choosing to invest outside the default fund.

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.

7D111893C   Click here to contact the authors.
 
Intergenerational comparison of pension outcomes
Intergenerational comparison of pension outcomes
Pensions Policy Institute (PPI)
Sep 2018 United Kingdom Automatic Enrolment, Investment - General, Savings
The Pensions Policy Institute (PPI) has published a report with projections analysing the pension outcomes of younger generations. The research has contributed to the Resolution Foundation's report for the Intergenerational Commission As good as it gets? The adequacy of retirement income for current and future generations of pensioners. The main findings are that average pension incomes are set to drop before recovering, women’s pension incomes are not projected to dip and replacement rates are expected to be higher for millennials than Generation X.

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.

A7111873E    
 
Defined benefit trust-based pension schemes research 2018
Defined benefit trust-based pension schemes research
The Pensions Regulator (TPR)
Sep 2018 United Kingdom Administration, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC), Scheme Issues & Trends
TPR has published research which summarises the findings from the 2018 quantitative survey among defined benefit (DB) schemes, carried out between 1 and 27 March 2018. The research revealed that 92% of trustees and 87% of employers have read TPR's funding code of practice or a summary of it, with the large majority of trustees and employers meeting each of TPR's expectations under the working collaboratively principle.

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.

9311184BE   Click here to contact the authors.
 

Results 376-390 of 10931. Go to page: 1  2  ...  23  24  25  26  27  28  29  ...  49  50  [pp51–729 omitted]
Jump to : Jun 2019  May 2019  Apr 2019  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  10181 older surveys omitted