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Briefing Notes

Please do not hesitate to contact Sarah Luheshi, PPI Deputy Director on 020 7848 3744 or email if you have any ideas and suggestions or wish to discuss any of the work we undertake.


  • Briefing Note 78 - The impact of DC regulation on employer scheme choice

    Under automatic enrolment, employers are required to select a pension scheme for their employees. Typically employers have used either contract-based pensions, such as Group Personal Pensions (GPPs),...

    01 DEC 2015
  • Briefing Note 77 - Measuring adequacy under the new pension flexibilities

    The Department for Work and Pensions (DWP) estimated in 2012 that just over 10 million were at risk of having inadequate retirement incomes. Replacement rates are one measure of adequacy; assessing...

    12 OCT 2015
  • Briefing Note 76 - Financial education and retirement: international examples

    New pension flexibilities have brought an increased focus on issues around financial education and the ability of individuals to make the necessary decisions. After briefly exploring the pensions...

    20 SEP 2015
  • Briefing Note 75 - who is ineligible for automatic enrolment?

    In order to be eligible for automatic enrolment an individual has to be employed, earning over £10,000 (the “Earnings Threshold”) and aged between 22 and State Pension Age. This Briefing Note...

    01 SEP 2015
  • Briefing Note 74 - PPI 2015 Election Briefing: Pensions

    May 2015, will see the next UK general election. The current Conservative/Liberal Democrat coalition Government effected many changes to pensions policy including laying the provisions for a New...

    30 APR 2015
  • Briefing Note 73 - Defined Contribution default funds and investment governance

    Since automatic enrolment — mainly into DC pension schemes — was first introduced in 2012 there has been an increasing focus on the investment governance of DC pension schemes, and in particular of...

    01 MAR 2015

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