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 721-735 of 10853. Go to page: 1  2  ...  46  47  48  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

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    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
29 Nov 2017 United Kingdom Automatic Enrolment, Brexit, Investment - Ethical and SRI, Master Trusts, Scheme Design (inc. DB & DC), Scheme Issues & Trends
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:
  • Which of the following do you think will be the greatest risk to pension scheme investment in 2018: geopolitical risk, Brexit, return of market volatility, monetary policy, financial market crash, or other?;
  • Was the Autumn Budget good news or bad news for pensions?;
  • Do you think the auto-enrolment review will lead to any big reforms?;
  • The Work and Pensions Committee has launched an inquiry into collective defined contribution (CDC). Is it time to think about introducing CDC?; and
  • If you were setting up a new manufacturing company today, employing 1000 people, would you provide a DB pension, pay above minimum auto-enrolment contributions to a trust-based DC plan or Master Trust or pay minimum auto-enrolment contributions into a trust-based DC plan or Master Trust, or other?

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.

61107521A   Click here to contact the authors.
 
Investment Strategy: A bird's eye view
Investment Strategy: A bird's eye view
Cass Business School, City University
28 Nov 2017 United Kingdom Annuities and Income Drawdown, Investment - General, Pension Reform, Scheme Design (inc. DB & DC)
Cass Business School has published a report which focuses on the investment strategy made available to members of trust-based DC schemes and is based upon discussions and interviews with experienced pension scheme trustees, pension scheme administrators, and pension scheme advisors. The report has revealed that DC pension schemes predominantly choose to use passively managed funds over actively managed funds based on the fact that they are cheaper.

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.

8E1074774   Click here to contact the authors.
 
Cost efficiencies could slash UK pensions' fees by around a third
Cost efficiencies could slash UK pensions' fees by around a third
Willis Towers Watson
28 Nov 2017 United Kingdom Administration, Investment - General, Trustees
According to research from Willis Towers Watson's institutional asset management marketplace, The Asset Management Exchange (AMX), the average UK actively managed pension fund could save around £700,000 a year in fees through centralisation and standardisation of investment management, administration and trading functions. This is the equivalent of around one sixth of a typical sponsorís deficit contribution.

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.

131074538   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
21 Nov 2017 United Kingdom Pension Reform, Regulatory Bodies (excl. tPR), Savings, Scheme Design (inc. DB & DC), Scheme Amendment, State Pensions, Surpluses and Deficits
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:
  • A Pensions Institute report has warned that recent Government reforms and rapid market changes could leave the UK facing a crisis in the retirement income market. Do you agree?;
  • The Government is concerned that a rushed pensions cold-calling ban would undercut legitimate marketing. Is this valid?;
  • The DWP has said that, although now is not the right time for changing the level or scope of the DC default charge cap, it expects a much clearer case at the next review in 2020. How likely is change at that time?;
  • Universities UK is proposing to end future DB accrual in the Universities Superannuation Scheme, and transfer members to the existing DC plan, in order to address the scheme's deficit and rising costs. Do you agree?; and
  • Should we just increase the state pension significantly and save ourselves all the trouble of workplace savings?

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.

37107417F   Click here to contact the authors.
 
Mercer US Pension Buyout Index for September 2017
Mercer US Pension Buyout Index
Mercer
17 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 decreased from 104.7% to 104.2% of the accounting liability during September 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.

421073944    
 
'Engaging with baby boomers' retirement journeys' - Consumer Study
Engaging with baby boomers' retirement journeys
Dunstan Thomas
15 Nov 2017 United Kingdom Pensions Dashboard, Pensioners & Retirement
According to research by Dunstan Thomas, the Pensions Dashboard could offer a retirement planning solution for nearly half of baby boomers. One in five (22%) of 1,002 respondents aged 54-71 said they would use the Dashboard to assess whether they have enough in their pension pot to hit their retirement income target. A further 20% would use it to work out how much they can draw monthly out of their pension without running out of money too quickly.

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.

C4107352B   Click here to contact the authors.
 
Is An "Englishman's Home" His Pension?
Is An "Englishman's Home" His Pension?
National Institute of Economic and Social Research (NIESR)
15 Nov 2017 United Kingdom Industry Bodies (excl. Regulatory Bodies), Investment - General, Pensioners & Retirement, Savings
The National Institute of Economic and Social Research (NIESR) has published a two part study commissioned by the ABI entitled "Is An 'Englishman's Home' His Pension?" The research outlines new evidence that UK households with a mortgage are less likely to make long-term investments, which is likely to mean less pension savings.

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.

CE107271C    
 

Results 721-735 of 10853. Go to page: 1  2  ...  46  47  48  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