All The Investment Association articles
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NewsGovernment to announce DB surplus extraction rules in the spring
The government has confirmed plans to relax rules around defined benefit (DB) pension scheme surpluses, paving the way for excess funds to be paid out to members or employers.
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People NewsOmbudsman Anthony Arter awarded in New Year honours
On the go: The Pensions Ombudsman, the chief executive of NatWest, and the former chair of the Investment Association are among those who have been given awards in the King’s New Year honours list.
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NewsIA cracks down on exec pensions misalignment with workforce
On the go: The Investment Association is increasing its crackdown on FTSE companies where executive pension contributions are not aligned to most of the workforce, according to its latest annual pay guidelines for FTSE companies.
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NewsSchemes and asset managers told to buck up stewardship
On the go: Pension schemes and asset managers should embed stewardship “in every aspect of their relationship”, the Investment Association and the Pensions and Lifetime Savings Association have said.
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NewsNew emissions template launched, savers demand green pensions
ESG spotlight: A roundup of the latest news on environmental, social and governance initiatives, with the launch of a new carbon emissions template for pension schemes, and a new study highlighting savers’ demand for green pensions.
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OpinionDon’t wait to be grey to be green
Charles Clarke, client communications lead at BNP Paribas Asset Management, details the challenges ahead for the pensions industry in its mission of switching the economy from stopping polluting to starting rebuilding.
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NewsCost Transparency Initiative sees 23% spike in schemes’ uptake
On the go: The Cost Transparency Initiative has recorded a 23 per cent increase in uptake during the past year, with 79 per cent of pension schemes now making use of its framework.
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NewsFinancial bodies call for new online scam rules
On the go: Seventeen groups have joined forces to warn about online scams and lobby the government to include methods to tackle this issue in its upcoming online safety bill.
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OpinionData Crunch: An unhelpful binary
Everyone knows that passive investment is growing, but what do we mean by passive? The story is in some places more nuanced than it first appears.
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News
FCA throws cold water on IA input ambitions
PLSA Investment Conference 2017: The Financial Conduct Authority’s director of strategy and competition Christopher Woolard has said he does not want to be bound by industry initiatives in making new rules for asset managers.
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News
FCA lights the way on transparency
‘A big flashing neon light’ marking the direction of travel on transparency has been lit by the Financial Conduct Authority with its proposal to make asset managers disclose transaction costs to defined contribution schemes.
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News'Patchwork quilt' of solutions threatens drive for transparency
Regulators and consumer groups have been warned against installing a “patchwork quilt” of solutions to increase transparency in asset management, as remedies to hidden charges within funds begin to emerge.
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News
Behind the painted veil: How transparency influences retirement outcomes
The pensions industry must address conflicts of interest ingrained across its systems, delegates heard at the transparency symposium last week, as the Financial Conduct Authority clamps down on the asset management industry.
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News
Net bond sales to institutions remain in the red
Data Analysis: Net retail sales of bonds have come back into the black, according to latest data from the Investment Association, but the asset class is still facing resistance from institutional investors such as pension funds.
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News
NAPF launching scheme guide to investment management agreements
The contractual relationship between trustees and their asset managers will come into focus in a new guide to investment management agreements, being launched by the National Association of Pension Funds tomorrow.
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Opinion
Why like-for-like fee comparisons may not be the answer
Costs matter, as do being transparent with investors and providing meaningful disclosures. But the asset management industry often finds this easier said than done.
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Opinion
Active managers dealt another blow, but schemes still loyal
A survey released this week found passive funds outperformed active funds by 4.7 per cent over the past five years, adding fuel to the fire of the active versus passive management debate.
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News
Greater intermediary fee transparency needed to assess value, experts urge
News analysis: Investment management and consultant fees need to be more transparent to allow schemes to more accurately measure whether they are getting value for money, industry figures have said.
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Features
How Sony classifies DC funds for members
As two investment bodies change their fund classifications, Ian Smith looks at how schemes like Sony already communicate investment choice to members.
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FeaturesSchemes warned to keep an eye on illiquid assets
Schemes such as British Coal are closely managing their liquidity risk to ensure they are not locking away too much cash in hard-to-sell investments such as private equity and infrastructure.