Articles written by the PPI Team

Pension savers are apparently turning their attention towards environmental, social and governance factors amid the increasing prevalence of ESG investing. To read the full article, click here to visit FT Advisers' website.  ...

Pensioners are not a homogenous group, but this demographic will typically be impacted by rising inflation differently to others – requiring new approaches from advisers. To read the full article, click here to visit the Money Marketing website    ...

It’s been over seven years since pensions freedoms were announced, and despite a shrunken marketplace, does annuities still hold a place in retirement decisions? To read the full article, click here to visit the Money Marketing website ...

Over the last decade the pensions landscape has gone through a great deal of change, with the introduction of Automatic Enrolment, Pension Freedoms and the continued shift from defined benefit (DB) to defined contribution (DC) provision in the private sector. However, the nature of pension saving is inherently long-term and, as a result, policies aimed at increasing pension sav ...

In the world of pensions and retirement, recent years have been characterised by numerous changes in policy and legislation. To read the full article, please click here to visit the Money Marketing website ...

  The Pensions Policy Institute has been at the forefront of an ever-changing pensions landscape since its creation 20 years ago, reveals Andrew Holt. To read the full article, please click here to visit the portfolio institutional website ...

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. ...

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 ...

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.  ...

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 ...