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Surveys listed in reverse order of publication date

Results 136-150 of 10813. Go to page: 1  2  ...  7  8  9  10  11  12  13  ...  49  50  [pp51–721 omitted]
Jump to : 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  Oct 2017  10063 older surveys omitted

Over-50s think they need a £500K windfall to make financial advice worthwhile
Over-50s think they need a £500K windfall to make financial advice worthwhile
The London Institute of Banking & Finance and Seven Investment Management (7IM)
26 Nov 2018 United Kingdom Advisers, Brexit, Investment - General, Savings
According to research by the London Institute of Banking & Finance (LIBF) and Seven Investment Management (7IM), only 53% of Britain's over-50s feel well prepared for retirement, with 38% worrying about it, but it would take a windfall of over half a million pounds before most would call in a financial adviser.

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.

A011320C3    
 
2018 Adviser Barometer
Adviser Barometer
Prudential
26 Nov 2018 United Kingdom Accounting, Administration, Advisers
Findings from Prudential's 2018 Adviser Barometer have revealed that 39% of advisers believe that retirement income taxation will drive the most business over the next three years, the second most popular topic after inheritance tax protection. The research also found that 6% of advisers currently believe DB to DC will drive the most business over the next three years, compared to 11% last 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 >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C6113105A   Click here to contact the authors.
 
Navigating Change
Navigating Change
Barnett Waddingham
26 Nov 2018 United Kingdom Advisers, Scheme Design (inc. DB & DC), Scheme Issues & Trends, Trustees
Barnett Waddingham has published research revealing the views of 100 trustees of DB pension schemes in the second quarter of 2018. According to the results, 40% of respondents are in the process of changing their actuarial consultant, with a further 21% currently considering a change and 9% likely to consider changing in the near future.

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.

3E11306EF   Click here to contact the authors.
 
Two-thirds of retirees leave investments alone despite volatility
Two-thirds of retirees leave investments alone despite volatility
AEGON
21 Nov 2018 United Kingdom Advisers, Annuities and Income Drawdown, Investment - Management
Research from Aegon has found that whilst retirees are concerned about recent market volatility, they are refraining from changing the investment policies of their drawdown products. According to the findings, 52% of retirement age adults said they had not decreased their rate of drawdown withdrawal as a consequence, although 11% said they were reassessing their investment strategies.

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.

A411302DF    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
21 Nov 2018 United Kingdom Administration, Pensions Dashboard, Legislation
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:
  • What single pensions policy should the new Secretary of State, Amber Rudd, focus on most?;
  • How do you feel about the DWP’s capacity for pensions policy at present?;
  • Should the Government introduce legislation to allow for DB scheme rights to be simplified?;
  • If the pensions dashboard is hosted by just one provider, who should that be?; and
  • Should schemes be required to use third-party evaluators when seeking a fiduciary manager?

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.

83113037E   Click here to contact the authors.
 
New Lifetime ISA study calms auto-enrolment opt-out fears but exit penalty creates confusion
New Lifetime ISA study calms auto-enrolment opt-out fears but exit penalty creates confusion
AJ Bell
21 Nov 2018 United Kingdom Automatic Enrolment, Lifetime ISA, Savings, Scheme Issues & Trends
Research conducted by AJ Bell of 400 LISA customers has found that 56% are using the product to save for retirement, while about a third are saving for their first home. The survey also found that concerns about the impact of the LISA on auto-enrolment opt-outs are unfounded, with 78% of respondents saying that they are also saving into their workplace pension alongside their LISA, and only 3% of those not contributing to a workplace pension stating that they had opted-out to fund their LISA.

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.

DA11299B5   Click here to contact the authors.
 
Funding the Future Life: The implications of a longer life
Funding the Future Life
Pensions Policy Institute (PPI)
20 Nov 2018 United Kingdom Annuities and Income Drawdown, Automatic Enrolment, Longevity, Part-time, Self-employed and Contract Workers, Pensioners & Retirement, Savings, State Pensions, Technology & Systems
The Pensions Policy Institute (PPI) has published a report entitled "Funding the Future Life", looking at how individuals might fund a long and healthy life. In the report, which is the second in its "The Future Life; the implications of a longer life" series, the PPI argues that greater flexibility is needed in the retirement landscape to reflect the move from a traditional three-stage life to a multi-stage life, as evidenced by its finding that 37% of 18-39 year olds would like to work part-time when they transition to retirement. It recommends four potential measures that could be taken by stakeholders including Government and providers to address socio-economic inequalities around living long and healthy lives, such as providing financial products that both facilitate saving for retirement and allow for withdrawals to be made to help with more immediate financial goals such as buying a house, starting a business or retraining.

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.

211130057    
 
2018 KPMG UK Fiduciary Management Survey
KPMG UK Fiduciary Management Survey
KPMG
20 Nov 2018 United Kingdom Administration, Investment - Ethical and SRI, Investment - General, Trustees
Research from KPMG has found that the number of DB pension schemes using fiduciary management grew by 9% in the year to June 2018, compared to a 30% growth across the previous year. According to KPMG, this amounts to the lowest level of growth since it began tracking the pension scheme fiduciary market in 2008.

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.

E4112986C    
 
Low earners to miss out pension tax top up worth up to £78 million a year
Low earners to miss out pension tax top up worth up to £78 million a year
NOW: Pensions
19 Nov 2018 United Kingdom Scheme Issues & Trends, Taxation
NOW: Pensions has warned that the increase in the personal allowance from April 2019 will increase the amount of tax relief that pension savers in net pay schemes could miss out on up to £64 per year. According to its research, 52% of senior business decision makers have a net pay pension scheme arrangement, while 20% run relief at source schemes, and 31% are unsure whether or not their scheme is a net pay scheme.

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.

C811296D9   Click here to contact the authors.
 
Half of income drawdown customers have an income likely to last them for life
Half of income drawdown customers have an income likely to last them for life
Royal London
15 Nov 2018 United Kingdom Annuities and Income Drawdown
According to research from Royal London, only 47% of drawdown customers are taking an income which has around an 85%  chance of lasting them for the rest of their life.

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.

801129370   Click here to contact the authors.
 
Compliance and Enforcement Quarterly Bulletin: July - September 2018
Compliance and Enforcement Quarterly Bulletin
The Pensions Regulator (TPR)
15 Nov 2018 United Kingdom Automatic Enrolment, Funding and Minimum Funding Requirement, Regulatory Bodies - the Pensions Regulator, Trustees
TPR has published the latest edition of its quarterly compliance and enforcement bulletin, in which the Regulator provides an overview of how it used its powers between July and September 2018. According to the bulletin, between July and September 2018 TPR issued 14,997 compliance notices, a 45% reduction on the 27,219 issued in the previous quarter. The Regulator also used its enforcement powers 38,095 times between July and September 2018, compared to 43,700 times the previous quarter.

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.

8B1129187    
 
Over 60% of schemes not expected to have sufficient data to carry out GMP equalisation
Over 60% of schemes not expected to have sufficient data to carry out GMP equalisation
Herbert Smith Freehills
15 Nov 2018 United Kingdom Case References and Dispute Resolution, Equality
Herbert Smith Freehills has conducted a survey of trustees, sponsors and advisers regarding the implications of the recent decision in the Lloyds Bank case. According to the survey, 61% of respondents do not expect their scheme (or those that they advise) to have sufficient data to equalise male and female members' benefits for the effect of GMPs.

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.

35112904A    
 
Pensions Buzz
Pensions Buzz
Professional Pensions
14 Nov 2018 United Kingdom Investment - General, Scheme Design (inc. DB & DC), Trustees
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:
  • Lord Myners says asset owners, such as pension funds, are substantially to blame for short-termism in business. Do you agree?;
  • Should pension funds take a longer-term approach to equity ownership?;
  • Does there need to be a fresh review of the principles for institutional investment decision-making?;
  • Should wake-up packs be replaced with communications at set life events?; and
  • Is there a need for member nominated trustees for DB consolidator vehicles?

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.

5E112946F   Click here to contact the authors.
 
Pensioners "in the dark" over how to protect their pots if markets tumble
Pensioners "in the dark" over how to protect their pots if markets tumble
Zurich
14 Nov 2018 United Kingdom Annuities and Income Drawdown, Investment - Performance, Pensioners & Retirement
Research by Zurich has found that while two thirds (64%) of retirees drawing down their pension are holding cash in reserve, fewer than one in ten (8%) would think to use it if there was a “significant” drop in the stock market.

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.

941129253    
 
PPF 7800 Index (31 October 2018)
PPF 7800 Index
Pension Protection Fund (PPF)
13 Nov 2018 United Kingdom 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 increased over the month to £107.7bn at the end of October 2018, from a deficit of £38.7bn at the end of September 2018. The funding level decreased from 97.7% at the end of September to 93.6%.

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.

B01128611    
 

Results 136-150 of 10813. Go to page: 1  2  ...  7  8  9  10  11  12  13  ...  49  50  [pp51–721 omitted]
Jump to : 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  Oct 2017  10063 older surveys omitted