PPI in the Press

Brexit: What does it mean for private pensions? Let’s talk about the elephant in the room. This is a question the PPI have often been asked, but have so far not had the available evidence to answer. It is very difficult to say what Brexit means for anything, until we are a lot clearer about what Brexit actually means. To read the full article please visit the ...

Solving the lost pensions problem   The recent PPI Lost Pensions Survey suggested that around 6% of uncrystallised pots are held by customers considered ‘lost’, with potentially as much as £20billion held within them. To read the full article please visit the Money Marketing Website. ...

This Briefing Note, explores the definition of lost pensions, the estimated value of such policies, as well as the effectiveness of current processes to reunite individuals with their retirement savings. It presents data from the PPI Lost Pensions Survey, which covers more than 800,000 pots of which the holders are considered ‘gone away’.

This is the fourth edition of the annual publication, The DC Future Book in association with Columbia Threadneedle Investments. The DC Future Book sets out available data on the DC landscape alongside commentary, analysis and projections of future trends.

Recent years have seen a greater focus on Environmental, Social and Governance (ESG) factors when investing pension funds. This report explores: the definition of ESG and how it is interpreted by others; why organisations decide to invest, or not to invest, using ESG principles; the barriers to ESG investing; the current legal position of schemes in relation to ESG; and, Trustees’ and IGCs’ perceived legal responsibilities.

A welcome review of pensions tax relief   The recent announcement in a House of Lords debate that the government will “examine the process for payment of pensions tax relief for individuals” has once again ignited interest in the issue of tax relief for pension saving, although it is fair to say that it has never gone too far away. To read the full article ...

This report is the first of two reports and focuses on four different areas of life, how they relate to wellbeing, and how the future might be different to traditional trajectories going forward.

Following on from The evolving retirement landscape, which explored the way that retirement income decisions, savings and assets have evolved in recent years, this, the second report in this series, looks to the future.

State pension knowledge too low for informed decisions   A lot of recent work in the pensions world has been directed to helping individuals engage with pension saving, to better understand what pension saving they have, how much they might need in retirement and how much they might need to save to reach these target levels.   To read the full article please visit the Money ...

This report is the first in a series of two and explores the ways in which the retirement landscape has changed since the freedoms were introduced and what this might mean for future retirees.