International Women’s Day, marked earlier this month, was an opportunity to celebrate women’s achievements, but also to rally for women’s equality. To read the full article please click here to visit the Money Marketing website. ...
Articles written by the PPI Team
Employee Benefits: How will the pensions lifetime allowance freeze affect staff retirement plans?
The 2021 Budget announced the freezing of the pensions lifetime allowance at its current level of £1,073,100 for the next five years as a way of reducing tax relief. This means that those with pension savings or entitlement above this level will need to pay additional taxes of 25% in respect of savings above the lifetime allowance. To read the full article please click here to ...
Money Marketing: Lessons UK can learn from around the world
We recently conducted some international comparisons of defined contribution systems in order to support Department for Work and Pensions work around small deferred member pension pots. To read the full article please click here to visit the Money Marketing website. ...
Portfolio Institutional: ESG: Still a work in progress
Following changes in regulation and an increasing recognition of the financially-material nature of environmental, social and governance (ESG) risks, we are seeing more schemes engaging with such strategies than ever before and to a greater extent. However, there is still work to be done before we reach a point where all schemes are engaging in a meaningful way. For some, this ...
REBA: A more mature market brings new challenges for master trusts
Master trusts have been a major success story since the introduction of auto-enrolment. As the market matures, providers and master trust users have some new questions to address. To read the full article please click here to visit the REBA website ...
Pensions Age: Considering the ESG risks
Environmental, social and governance (ESG) risk factors are becoming an increasingly important consideration in pension schemes’ investment decisions. To read the full article please click here to visit Pensions Age website ...
Money Marketing: Small pension pots
Last month Guy Opperman, the pensions minister, announced the creation of a small-pots working group, tasked with making recommendations for future policy in the area of small deferred pension pots in defined contribution schemes. This follows a Pensions Policy Institute report, sponsored by Now: Pensions and published in July, which examined a number of alternative policy opt ...
Invest ESG: ESG in the UK: Regulatory Pressure Continues to Grow, but Schemes May Need More Support to Engage
Environmental, Social and Governance (ESG) risk-factors are becoming an increasingly important part of the investment decisions that UK trustees and pension providers must make. Not only are the financial implications of ESG factors becoming more apparent to UK investors, but regulation is also guiding them in this direction, at some speed. To read the full article please clic ...
Portfolio Institutional: RPI reform - Why indexation matters
Traditionally, UK price inflation was measured by the Retail Prices Index (RPI). However, perceived flaws led to the RPI being dropped in 2013, in favour of the Consumer Prices Index (CPI) which tends to rise more slowly than the RPI. To read the full article please visti the Portfolio Institutional website ...
illuminate: Beyond 'at retirement': The need for early engagement on pensions
Given the complexity of retirement decisions, many people will find it difficult to make choices that best meet their needs over the course of later life. To read the full article please click here to visit the illuminate website. ...
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