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Surveys listed in reverse order of publication date

Results 46-60 of 10700. Go to page: 1  2  3  4  5  6  7  ...  49  50  [pp51–714 omitted]
Jump to : 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  Sep 2017  Aug 2017  9950 older surveys omitted

Fidelity Q3 Retirement Analysis: Account Balances Hit Record Highs 10 Years Following Financial Crisis
Fidelity Q3 Retirement Analysis
Fidelity Investments
5 Nov 2018 United States Countries - US, Savings, Scheme Issues & Trends
Fidelity Investments has published its quarterly analysis of retirement savings trends and behaviours for Q3. The data reveals that the average 401(k), 403(b) and IRA account balances reached record highs and have nearly doubled since 2008 and that there has been double-digit growth in the number of 401(k) and IRA millionaires.

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.

8D11289BD    
 
Halloween Horror for Irish Pension Funds
Halloween Horror for Irish Pension Funds
Rubicon Investment Consulting
5 Nov 2018 Ireland Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds experienced their worst month since January 2016 in October, with an average loss of 4.2% over the month. The analysis shows that the losses made during October effectively eroded all of the gains made by the funds so far this year, leaving pension funds flat over 2018 thus far on average.

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.

B411283B3    
 
39bn hit to FTSE 350 pension schemes' finances in October
39bn hit to FTSE 350 pension schemes' finances in October
Mercer
5 Nov 2018 United Kingdom Case References and Dispute Resolution, Funding and Minimum Funding Requirement, Surpluses and Deficits
Data from the latest Mercer Pension Risk Survey has revealed that the accounting position of FTSE 350 DB pension schemes deteriorated by 39bn in October from a surplus of 3bn to a deficit of 36bn, the largest swing in month end deficits since August 2016. According to the survey, the swing can be attributed in part to an increase in liabilities from 764bn to 795bn following an estimated 15bn one-off increase resulting from the High Court's judgment in the Lloyds GMP equalisation case.

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.

16112735B   Click here to contact the authors.
 
Account balances hit record highs 10 years following financial crisis
Account balances hit record highs 10 years following financial crisis
Fidelity Investments
5 Nov 2018 United States Countries - US, Equality, Savings, Scheme Issues & Trends
Fidelity Investments has released its quarterly analysis of retirement savings trends for the third quarter of 2018. According to the analysis, average 401(k), 403(b) and IRA account balances reached record highs and have nearly doubled since 2008, while contribution rates for female investors reached a record high, and the number people with $1m or more in their 401(k) increased by 41% compared with Q3 2017.

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.

90112742F   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    
 
Flexible Payments from Pensions: November 2018
Flexible payments from pensions
HM Revenue & Customs (HMRC)
2 Nov 2018 United Kingdom Payment of Pensions, Pension Reform, Regulatory Bodies (excl. tPR)
HMRC has updated its statistics on the number of flexible payments made from pensions, the number of individuals who have received a flexible payment and the total value of all flexible payments reported to HMRC. During the third quarter of 2018, a total of 585,000 payments were made to 258,000 individuals with a total value of 1,960m.

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.

3211268A9   Click here to contact the authors.
 
October sees jump in UK pension deficit according to PwCs Skyval Index
PwC Skyval Index
PwC
1 Nov 2018 United Kingdom Funding and Minimum Funding Requirement, Scheme Issues & Trends, Surpluses and Deficits
According to the latest PwC Skyval Index, at the end of October 2018 the deficit of the UK's corporate DB pension funds stood at 230bn, up from 150bn at the end of the previous month. This increase in the deficit is thought to be due to falling asset values and a decrease in gilt yields that increased the liabilities.

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.

E41126763    
 
Pension Investment and Governance Survey 2018
Pension Investment and Governance Survey
PwC
Nov 2018 United Kingdom Corporate Governance, Investment - General
According to PwC's Pension Investment and Governance Survey 2018, 80% of respondents who thought they could become cash flow negative over the next five years stated they were considering changing their investment strategy. The survey also found that 60% of respondents have reduced equity holdings in the last year and moved into LDI and illiquid matching assets.
2C11327E6 Click here to view the full summary.  
 
Pensions in a Changing Climate Part 4: Metrics & Targets
Pensions in a Changing Climate
Asset Owners Disclosure Project
Nov 2018 United Kingdom Investment - Ethical and SRI
The Asset Owners Disclosure Project (AODP) has published the final segment of a four-part report assessing how the global pensions sector has responded to the recommendations of the Task Force on Climate-related Financial Disclosures. The last part of the report reveals that just 1% of the assets managed by the world's 100 largest pension funds are invested in low-carbon solutions. It also finds that the vast majority of the worlds largest pension funds have no low-carbon asset allocation target and about one third of pension funds are measuring the carbon footprint of their investments.

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.

AD113079F    
 
Pension Wise Service Evaluation 2017/18
DWP ad hoc research report no. 67
Department for Work and Pensions (DWP)
Nov 2018 United Kingdom Pension Wise, Regulatory Bodies (excl. tPR)
The DWP has published findings from a series of quantitative surveys to understand customer experiences of using Pension Wise. According to the results, 92% of customers who completed appointments were satisfied with their Pension Wise experience overall and 69% were very satisfied. The research also revealed that three months after their appointment, 92% of Pension Wise customers feel confident in their ability to avoid scams, whilst 50% feel very confident in this.

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.

CA113056C    
 
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010-2016
ICI Research Perspective and EBRI Issue Brief
Investment Company Institute (ICI) and Employee Benefit Research Institue (EBRI)
Nov 2018 United States Countries - US, Funding and Minimum Funding Requirement, Savings
The Investment Company Institute (ICI) and the Employee Benefit Research Institute (EBRI) have published an annual update of their longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database. According to the findings, average 401(k) plan account balances for consistent participants increased by 122% across the period from year-end 2010 to year-end 2016.

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.

BD11297C6    
 
Too poor to retire - Why younger generations will have to work more, save more or spend less
Too poor to retire
Rathbones
Nov 2018 United Kingdom Investment - General, Investment - Property, Longevity, Savings, Worldwide News
Research from Rathbones has found that 61% of people think younger generations will be financially worse off in retirement than their parents, whilst only 10% believe that they will be better off.

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.

891129574    
 
Risk Transfer Report 2018
Risk Transfer Report
Hymans Robertson
Nov 2018 United Kingdom Annuities and Income Drawdown, Pension Buy-out Companies, Transfers
According to Hymans Robertson's Risk Transfer Report 2018, total pension scheme risk transfer transactions over the last year covered liabilities of about 21.9bn. The report also revealed that since 30 June 2009, the longevity swap market has seen deals covering 67bn of liabilities.

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.

4311288D6    
 
Automatic enrolment: Declaration of compliance report: July 2012 - end October 2018
Automatic enrolment: Declaration of compliance report
The Pensions Regulator (TPR)
Nov 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, 1,400,918 employers confirmed that they had met their duties by completing their declaration of compliance between July 2012 and the end of October 2018. The report also states that 9,937,000 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 >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D9112876C    
 
Pension Report: Savers vs Spenders
Pension Report: Savers vs Spenders
Aviva
Nov 2018 United Kingdom Automatic Enrolment, Pensioners & Retirement, Savings
Aviva has published a report entitled Savers vs Spenders, which provides an analysis of consumers' mindsets in relation to their financial habits and steps that can be taken to improve long-term financial health. The research found that 31% of people do not know how much they have saved in their pension pots, and that 46-55 year olds are the most likely to be in the dark about the amount that they have saved, with 40% admitting to being uncertain.

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.

1E11280D8   Click here to contact the authors.
 

Results 46-60 of 10700. Go to page: 1  2  3  4  5  6  7  ...  49  50  [pp51–714 omitted]
Jump to : 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  Sep 2017  Aug 2017  9950 older surveys omitted