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 631-645 of 10770. Go to page: 1  2  ...  40  41  42  43  44  45  46  ...  49  50  [pp51–718 omitted]
Jump to : 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  Sep 2017  10020 older surveys omitted

FAB Index update at 30 November 2017
First Actuarial's Best estimate (FAB) Index
First Actuarial
Dec 2017 United Kingdom Scheme Design (inc. DB & DC), Scheme Issues & Trends
First Actuarial's Best estimate (FAB) Index reached a record high across the UKs 6,000 DB pension schemes in November, with a month-end surplus of 358bn, and a 130% 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 fallen to inflation minus 0.8% 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 >> Dec 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CB107917D    
 
Automatic Enrolment 2017 Review: Analytical Report
DWP ad hoc research report no. 62
Department for Work and Pensions (DWP)
Dec 2017 United Kingdom Automatic Enrolment, Funding and Minimum Funding Requirement, Regulatory Bodies (excl. tPR)
The DWP has published a research report which sets out the analysis conducted to inform the 2017 review of automatic enrolment. According to the findings, 78% of eligible employees participate in a workplace pension as of 2016, up from 55% of eligible employees in 2012 before the pension reforms were introduced.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BA10785B3    
 
Automatic Enrolment Evaluation Strategy
DWP ad hoc research report no. 61
Department for Work and Pensions (DWP)
Dec 2017 United Kingdom Automatic Enrolment, Regulatory Bodies (excl. tPR)
The DWP has published a report which sets out an Evaluation Strategy which has informed the 2017 review of automatic enrolment. The report is structured around seven key Evaluation Questions, which are designed to assist in understanding the effectiveness of the rollout of automatic enrolment to date.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

621078786    
 
Aon DC Scheme Survey 2017 - Navigating the Future: Chapter Five
Aon DC Survey
Aon Hewitt
Dec 2017 United Kingdom Administration, Scheme Issues & Trends, Trustees
Aon has published the fifth and final chapter of its 2017 DC survey entitled "Navigating the Future". The survey's findings suggest a greater use of master trusts is on the horizon, while trust-based schemes need adequate resources to avoid being left behind.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

40107808D    
 
PPF 7800 Index (30 November 2017)
PPF 7800 Index
Pension Protection Fund (PPF)
Dec 2017 United Kingdom Funding and Minimum Funding Requirement, Pension Protection Fund, Surpluses and Deficits
According to the latest PPF 7800 Index, the aggregate deficit of the 5,588 schemes in the index is estimated to have fallen over the month to £87.6bn at the end of November 2017, from a deficit of £87.7bn at the end of October 2017. The funding ratio remained the same as at the end of October 2017 at 94.7%.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9F1077945    
 
Retirement Income Uncovered: Freedoms in Focus
Retirement Income Uncovered
Old Mutual Wealth
Dec 2017 United Kingdom Annuities and Income Drawdown, Pensioners & Retirement, Pension Reform, Savings
Old Mutual Wealth's Retirement Income Uncovered report has revealed that 37% of upcoming retirees are unsure when and how to access their pensions. The report also found that 47% of 50-75 year olds were either unaware of the pension freedoms or did not know the impact of the reforms on them.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C1107789A   Click here to contact the authors.
 
Intermediaries' understanding and activity relating to automatic enrolment and ongoing duties
TPR research report
The Pensions Regulator (TPR)
Dec 2017 United Kingdom Automatic Enrolment, Regulatory Bodies - the Pensions Regulator
A report prepared for TPR by OMB Research has found that over 90% of intermediaries are supporting their clients with automatic enrolment duties. Additionally, 52% of accountants, 55% of payroll administrators and 56% of bookkeepers expected their clients to rely on them completely to fulfil their ongoing automatic enrolment duties.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E71077795   Click here to contact the authors.
 
FAB Index update at 31 October 2017
First Actuarial's Best estimate (FAB) Index
First Actuarial
Dec 2017 United Kingdom Scheme Design (inc. DB & DC), Scheme Issues & Trends
First Actuarial’s Best estimate (FAB) Index remained stable over October, with the surplus in the UK’s 6,000 defined benefit (DB) pension schemes staying at £316bn. 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 around  inflation minus 0.7% 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 >> Dec 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E410769A4    
 
New Savings Index reveals huge divergence between Britain's "haves" and "have nots"
TISA and KPMG Savings Index
TISA and KPMG
Dec 2017 United Kingdom Pensioners & Retirement, Savings
TISA and KPMG have produced a Savings Index providing an overview of the total savings of UK households by region and age. According to the Index, the pension pots of those in the South West, Wales and Scotland will pay for a retirement as comfortable as that enjoyed by those in the more prosperous, but more expensive, South East.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

701076573   Click here to contact the authors.
 
Purple Book 2017 - DB Pensions Universe Risk Profile
Purple Book
The Pension Protection Fund
Dec 2017 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Pension Protection Fund, Regulatory Bodies - the Pensions Regulator, Scheme Design (inc. DB & DC)
The PPF has published the twelfth edition of the Purple Book, which monitors the risks faced by 5,588 DB pension schemes throughout the UK. According to the findings on scheme funding, the aggregate deficit on a s179 basis fell from £221.7bn to £161.8bn in the year to the end of March 2017, whilst the aggregate funding ratio rose from 85.8% to 90.5%.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

35107639B   Click here to contact the authors.
 
Independent Trustees 2017
Independent Trustees
Pensions Insight
Dec 2017 United Kingdom Administration, Funding and Minimum Funding Requirement, Investment - General, Trustees
Survey results, published in Pension Insight's Independent Trustees 2017 report, have revealed that respondents expect DB schemes to adopt LDI strategies (60%), fiduciary management (39%) and income-focused strategies (41%) to address their concerns around yield, as well as in response to the current economic environment.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A51076456   Click here to contact the authors.
 
The Role of IRAs in US Households' Saving for Retirement, 2017
ICI Research Perspective
Investment Company Institute (ICI)
Dec 2017 United States Countries - US, Savings
The Investment Company Institute (ICI) has published the results of a study examining contribution, withdrawal and retirement planning activities by households with individual retirement accounts (IRAs). According to the findings, more than one quarter of US households owned traditional IRAs in 2017, making it the the most common type of IRA owned.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A2107629D    
 
The Pension Freedoms 'Engagement Gap'
The Pension Freedoms 'Engagement Gap'
AJ Bell
Dec 2017 United Kingdom Annuities and Income Drawdown, Pension Reform, Savings
According to analysis from AJ Bell, 44% of people are withdrawing more than 10% of their pension savings each year. The findings also revealed that 46% of people making use of the pension freedoms say that they are worried about running out of money in retirement

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2B10761F5    
 
Pensions at a Glance 2017: OECD and G20 Indicators
Pensions at a Glance
OECD
Dec 2017 WORLDWIDE European Union issues, European Union members, Longevity, Pension Reform, Savings, Scheme Design (inc. DB & DC), Scheme Issues & Trends
The Organisation for Economic Cooperation and Development (OECD) has published the latest edition of its biennial report - Pensions at a Glance. This edition reports that public spending on pensions for the OECD as a whole has risen by approximately 1.5% of GDP since 2000. The report also looks at ways in which countries can meet the growing calls for more flexible retirement options.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D810760B0   Click here to contact the authors.
 
Mercer US Pension Buyout Index for November 2017
Mercer US Pension Buyout Index
Mercer
30 Nov 2017 United States Countries - US, Funding and Minimum Funding Requirement, Surpluses and Deficits
Mercer has published the latest edition of its US Pension Buyout Index. The Index tracks the relationship between the accounting liability for retirees of a hypothetical DB pension plan and two cost measures: the estimated cost of transferring the pension liabilities to an insurance company and the approximate total economic cost of retaining the pension obligations on the balance sheet. According to the Index, the average cost of purchasing annuities from an insurer increased from 103.9% to 104% of the accounting liability during November 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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2F10822AD    
 

Results 631-645 of 10770. Go to page: 1  2  ...  40  41  42  43  44  45  46  ...  49  50  [pp51–718 omitted]
Jump to : 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  Sep 2017  10020 older surveys omitted