About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Surveys listed in reverse order of publication date

Results 61-75 of 10853. Go to page: 1  2  3  4  5  6  7  8  ...  49  50  [pp51–724 omitted]
Jump to : 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  Dec 2017  Nov 2017  10103 older surveys omitted

DC scheme investment in illiquid and alternative assets
DC scheme investment in illiquid and alternative assets
Pensions Policy Institute (PPI)
Mar 2019 United Kingdom Investment - General, Investment - Performance, Regulatory Bodies (excl. tPR), Scheme Design (inc. DB & DC)
In light of the Government's consultation on the ways to enable DC pension schemes to invest a higher proportion of funds into illiquid and alternative assets, the PPI has created a report that examines investment in less traditional assets and discusses how any potential challenges may be overcome. The report shows that 76% of DC assets are currently invested in bonds and equities but greater DC scheme investment in illiquid and alternative assets could potentially yield benefits to pension scheme 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 >> Mar 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

951145116   Click here to contact the authors.
 
LCP pensions de-risking report: Buy-ins, buy-outs and longevity swaps
Pensions de-risking report
Lane Clark & Peacock (LCP)
Mar 2019 United Kingdom Annuities and Income Drawdown, Pension Buy-out Companies
Lane Clark & Peacock has published its latest report on the buy-in, buy-out and longevity swap market. The report revealed that total buy-in and buy-out volumes reached a record-breaking £24.2bn in 2018 and explores whether pension plan demand could outstrip the available insurance capacity for the first time in 2019.

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.

AD11450FB    
 
The Lifetime Allowance ‘timebomb’ - why more than a million workers need to know what it is and what to do about it
Royal London Policy Paper 31
Royal London
Mar 2019 United Kingdom Annuities and Income Drawdown, Pensioners & Retirement, Taxation
Royal London has published its latest policy paper which aims to provide, for the first time, a broad estimate of the number of people in the working age population who are likely to be affected by the Lifetime Allowance based on their current pension wealth and pension scheme membership. According to the paper, around 1.25 million non-retired adults are expected to see their pension wealth pass the Lifetime Allowance limit by the time they retire.

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.

2C114475D    
 
OECD Reviews of Pension Systems: Portugal
OECD Reviews of Pension Systems
Organisation for Economic Co-operation and Development (OECD)
Mar 2019 Portugal European Union members, Pension Reform
The Organisation for Economic Co-operation and Development (OECD) has published a review which provides a detailed analysis of the different components of the Portuguese pension system and assesses the system according to OECD best practices and guidelines.

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.

EF114464B   Click here to contact the authors.
 
Paperless Pensions: Surveying Member Attitudes
Paperless Pensions: Surveying Member Attitudes
Trafalgar House
Mar 2019 United Kingdom Administration, Pensioners & Retirement
Research from Trafalgar House has found that the age demographic least likely to know how to access their pension account is the under 35s. The findings also revealed that within this age group, 43% of those who had not accessed their account online were unsure about how to do so.

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.

2C1144363    
 
The ASFA Retirement Standard (December quarter 2018)
The ASFA Retirement Standard
Association of Superannuation Funds of Australia (ASFA)
Mar 2019 Australia Countries - excl. European Union and US, Pensioners & Retirement, Savings
The Association of Superannuation Funds of Australia (ASFA) has published updated figures which reveal that a couple aged around 65 looking to achieve a comfortable retirement needs to spend $60,977 a year, whilst couples aged around 65 seeking a "modest" lifestyle would need to spend $39,775 a 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.

721143868    
 
Economic and fiscal outlook, March 2019
Economic and fiscal outlook
Office for Budget Responsibility (OBR)
Mar 2019 United Kingdom Funding and Minimum Funding Requirement, Longevity, Pension Reform, Public Sector Pensions, Regulatory Bodies (excl. tPR)
The Office for Budget Responsibility's (OBR) latest "Economic and fiscal outlook" sets out economic forecasts to 2023-24, including changes to the public service pensions forecast since October 2018.  Net spending has been revised down by an average of £0.6bn a year from 2020-21 onwards as a result of slightly lower gross expenditure and higher income from contributions.

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.

D3114349B    
 
Automatic enrolment: Declaration of compliance report: July 2012–end February 2019
Automatic enrolment: Declaration of compliance report
The Pensions Regulator (TPR)
Mar 2019 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, 1,462,794 employers confirmed that they had met their duties by completing their declaration of compliance between July 2012 and the end of February 2019. The report also states that 10,027,000 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 >> Mar 2019 or click here (this link will not work in all circumstances). For further information about Perspective click here.

301143281    
 
PPF 7800 Index (28 February 2019)
PPF 7800 Index
Pension Protection Fund (PPF)
Mar 2019 United Kingdom Pension Protection Fund, Surpluses and Deficits
According to the latest PPF 7800 Index, the deficit of the 5,450 schemes is estimated to have decreased from a deficit of £23.1bn at the end of the January 2019 to a deficit of £8.6bn at the end of February 2019. The funding level increased from 98.6% at the end of January 2019 to 99.5% at the end of February 2019.

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.

E91143016    
 
DWP employer engagement survey 2018
DWP employer engagement survey 2018
Department for Work and Pensions (DWP)
Mar 2019 United Kingdom Automatic Enrolment, Regulatory Bodies (excl. tPR)
According to research by the Department for Work and Pensions (DWP), 59% of employers contacted the DWP on pension-related issues in 2018, compared to 55% in 2015/16. In 2018, 83% of employers reported providing employees with information about workplace pensions and 59% reported providing information about new flexibilities when drawing a pension, compared to 58% and 42% respectively in 2015/16.

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.

E51142264    
 
The current master trust market: Latest facts and figures - March 2019
The current master trust market: Latest facts and figures
The Pensions Regulator (TPR)
Mar 2019 United Kingdom Master Trusts, Regulatory Bodies - the Pensions Regulator
TPR has published the latest version of statistics outlining the current state of the master trust market. In the report, the Regulator revealed that it has identified 90 master trusts in the market, and that as at 28 February, it had received 13 applications for authorisation. The report also shows that of the master trusts identified by TPR, one has been authorised, eight have exited the market, 31 have triggered their exit from the market, and 38 are expected to either apply for authorisation or trigger their exit from the market in the coming months, while one scheme has been approved for an extension of up to six weeks beyond the authorisation application window.

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.

111142079   Click here to contact the authors.
 
UK pension deficit dropped slightly over February, according to PwC’s Skyval Index
PwC Skyval Index
PwC
28 Feb 2019 United Kingdom Funding and Minimum Funding Requirement, Scheme Issues & Trends, Surpluses and Deficits
According to the latest PwC Skyval index, the deficit of defined benefit pension funds has decreased by £10bn compared to the previous month end and the total deficit now stands at £200bn at the end of February 2019. Although liabilities increased over the month, positive asset performance helped improve the overall funding level.

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.

B41141483    
 
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    
 
Insurers to give best buy-in and buy-out pricing for favourite GMP equalisation method
Insurers to give best buy-in and buy-out pricing for favourite GMP equalisation method
Hymans Robertson
27 Feb 2019 United Kingdom Annuities and Income Drawdown, Funding and Minimum Funding Requirement
According to a Hymans Robertson survey of insurance companies that are active in the buy-in/buy-out market, there is a noticeable preference for pension schemes which adopt the D2 method of Guaranteed Minimum Pension (GMP) equalisation. The responses of seven of the eight insurers revealed a unanimous preference for pension schemes that had chosen this conversion method. By comparison Method C2, favoured by the recent High Court judgment on GMP equalisation, proved to be significantly less popular among insurers.

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.

1B11412CC    
 
Where there’s a will: Britons could still be leaving money to the wrong people
Where there’s a will: Britons could still be leaving money to the wrong people
Phoenix Group
25 Feb 2019 United Kingdom Death Benefits, Pensioners & Retirement, Scheme Issues & Trends
Research by Phoenix Group has revealed that the majority of Britons do not check the beneficiaries of their financial policies and could be leaving money to the wrong people. According to the survey of more than 2,000 adults, 54% of respondents were not aware that their pension typically goes to the person who is named in their pension policy rather than their will. The figures also found that 65% of individuals holding a personal pension policy have failed to review the beneficiaries of their policy since it was set up.

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.

EE1141593    
 

Results 61-75 of 10853. Go to page: 1  2  3  4  5  6  7  8  ...  49  50  [pp51–724 omitted]
Jump to : 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  Dec 2017  Nov 2017  10103 older surveys omitted