All Punter Southall articles – Page 3

  • News

    DC schemes to give members cost information online only

    2017-10-26T00:00:00Z

    Defined contribution schemes should disclose costs and charges to members by signposting a link in their annual benefit statement, the Department for Work and Pensions has proposed, as the industry agrees communications need to be kept simple.

  • News

    One in five FTSE 100 DB schemes could fail in a recession

    2017-10-18T00:00:00Z

    Twenty per cent of FTSE 100 defined benefit schemes would be at risk of failure in the event of an economic downturn, according to new research by Cardano and Lincoln Pensions.

  • PLSA
    News

    PLSA proposes national retirement income targets

    2017-10-10T00:00:00Z

    The Pensions and Lifetime Savings Association has suggested the introduction of Australian-style national retirement income targets in its latest consultation paper.

  • News

    Could DGFs deliver a better DC experience?

    2017-10-10T00:00:00Z

    Analysis: The perceived wisdom of defined contribution investment had always been one that places an emphasis on simplicity.

  • Features

    Structured equity appeals but ‘not a no-risk strategy’

    2017-10-03T00:00:00Z

    Analysis: For some time now, financial punters have prescribed passive investment as the low-cost panacea for investors bloodied by years of underwhelming active management.

  • News

    Oxfordshire referred to TPR for a second time

    2017-09-14T00:00:00Z

    The Oxfordshire County Council Pension Fund has received a second referral to the Pensions Regulator after it failed to submit its annual benefit statements on time.

  • Bloomberg
    News

    CMA begins consultant investigation as FCA calls trustees 'weak'

    2017-09-14T00:00:00Z

    The Financial Conduct Authority has finalised its referral of the investment consultancy industry to the Competition and Markets Authority, beginning an 18-month period of investigation into conflicts of interest in the sector.

  • News

    Employers urged to review default offerings

    2017-09-13T00:00:00Z

    Inconsistency in approaches taken to default defined contribution offerings among large contract-based providers could threaten member outcomes, according to a new report, as separate research confirmed the importance of investment returns later in the savings journey.

  • Opinion

    How pension schemes allocate to EMD

    2017-09-13T00:00:00Z

    The benefit of pursuing diversification and long-term risk-adjusted return opportunities is widely known.

  • Sarah Brown
    Opinion

    Was the financial crisis all bad news for pensions?

    2017-09-08T00:00:00Z

    From the blog: Ten years on from the financial crisis, we are only now seeing the full implications for pensions. It seems a bleak picture. With gilt yields remaining at historic lows, many schemes have seen deficits and contribution requirements balloon.

  • Steve Butler
    Opinion

    Check for early warning signs of pension mistakes

    2017-08-14T00:00:00Z

    From the blog: It's the nightmare scenario: the Pensions Regulator is due to visit and everyone at the company is filled with dread. What's worse, it turns out they were right to be concerned.

  • Getty Images
    News

    tPR greenlights British Steel RAA

    2017-08-11T00:00:00Z

    The Pensions Regulator has granted initial approval for the restructuring of the British Steel Pension Scheme, which will see members offered revised benefits at a level above those provided by the Pension Protection Fund.

  • Bloomberg
    News

    CMA referral still likely for advisory firms as FCA consultation closes

    2017-07-26T00:00:00Z

    Apathy from the investment consulting industry to pro-competition measures suggested by the ‘big three’ firms is set to pave the way for a referral of the industry to the Competition and Markets Authority.

  • Features

    Outsourcing admin: What to look out for

    2017-07-26T00:00:00Z

    Analysis: Outsourcing pensions administration or transitioning to a different provider can be a complicated and time-consuming process. What steps can trustees take to smooth the journey?

  • Scapa
    Features

    Scapa sticks to risk management strategy with Pie

    2017-07-21T00:00:00Z

    Adhesive tape manufacturer Scapa has carried out a pension increase exchange exercise, in its latest move to manage the cost and risk of its legacy defined benefit scheme.

  • Features

    Deficits have dropped, but how should schemes react?

    2017-07-07T00:00:00Z

    Analysis: While there has been a recent improvement in defined benefit pension fund deficits, market volatility, weak covenants and increasing longevity mean trustees should continue to keep a tight rein on risk and cost management.

  • Roundtable
    Opinion

    Are real assets the answer for cash flow negative schemes?

    2017-06-30T00:00:00Z

    As more schemes think about how to invest for cash flow, real assets appear well placed to fill the space. But how are concerns over liquidity addressed, and what are the latest developments in the infrastructure market? Five experts share their views.

  • News

    Watchdog referral looms for investment consulting industry

    2017-06-29T00:00:00Z

    Industry-led proposals to minimise conflicts of interest in investment consulting have been rejected by the Financial Conduct Authority, bringing firms a step closer to investigation by the Competition and Markets Authority.

  • Opinion

    How much risk comes with real asset investing?

    2017-06-29T00:00:00Z

    How can trustees know the risk characteristics of their real asset investments, and how do property and infrastructure compare? Barry Fowler from Aviva Investors, Anish Butani from bfinance, Vassos Vassou from Dalriada Trustees, Gerald Wellesley from HR Trustees and Danny Vassiliades from Punter Southall discuss.

  • News

    Triple lock to be retained in Tory-DUP deal

    2017-06-26T00:00:00Z

    The Conservatives and the Democratic Unionist Party have struck a deal to maintain the triple lock, sparking concerns over what this means for pensions policy in the long term.