UK. DB scheme surplus rises to £271.3bn; funding ratio hits three-year high
The aggregate surplus of defined benefit (DB) schemes in the UK increased by £7.3bn during July to £271.3bn, a ...
Which nature investments pay off? Here’s what a decade of data says
This piece was originally published as a Forum Story under Nature and Biodiversity for World Economic Forum on ...
South Korea’s National Pension Service Grapples with Worsening Talent Shortage; Only 18 Hires for 26 Openings
The National Pension Service (NPS) Fund Management Division's experienced hire recruitment drive, which began ...
Ontario Teachers’ delivers 9.5% total-fund net return in first half of 2026
As of January 1, 2026, the plan was fully funded with a $31.2 billion preliminary funding surplus, underscorin ...
U.S. Social Security funding crisis sharpens as insolvency risk nears
As reported by Financial Times, the U.S. social security system is approaching a critical funding point as law ...
Fewer babies, more retirees: How Europe’s demographic math is changing
Europe is confronting a demographic problem that is becoming increasingly difficult for governments to ignore: ...
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ARTICLES
Bequest-Motivated Decumulation of UK Pensions for Non-Domiciled Individuals: A Monte-Carlo and HJB Approach
By Sebastien Hitier We study the optimal decumulation of a UK pension pot for an expatriate holder who is tax-resident in a jurisdiction that does not tax investment income or gifts. Because the pension wrapper offers no ongoing tax shelter to heirs, the holder’s sole objective is to minimise the expected present value of lifetime […]
Deaccumulation in India: The Role of Equity, Debt and Annuities in Retirement Income
By Ravi Saraogi & Pushpinder Singh Framework: We adopt a partial annuitisation framework in which a fraction of the retirement corpus is used to purchase an immediate life annuity, while the remainder is retained in a self-managed portfolio. Using a bootstrap Monte Carlo approach with Indian equity, debt and inflation data, we simulate retirement paths […]
AI, Fiscal Space, and Social Protection in Four Latin American Economies: ;A Scenario-based Threshold Framework
By Vicenzo Scavino Can fiscal space from artificial intelligence finance recurrent social protection in Latin America? This paper develops a prespecified, scenario-based feasibility test that translates an AI dividend into income and fiscal capture, compares it with policy costs, and applies debt-consistency and persistence screens. For Peru, Chile, Colombia, and Mexico, no deterministic crossing occurs […]
NEWS
UK. DB scheme surplus rises to £271.3bn; funding ratio hits three-year high
The aggregate surplus of defined benefit (DB) schemes in the UK increased by £7.3bn during July to £271.3bn, as falling liabilities outweighed a decline in asset values, the latest figures from the Pension Protection Fund (PPF) have shown. The PPF’s 7800 Index showed that the aggregate funding ratio rose by 1.9 percentage points from 131.1 […]
Which nature investments pay off? Here’s what a decade of data says
This piece was originally published as a Forum Story under Nature and Biodiversity for World Economic Forum on August 5, 2026. Private capital investments in nature projects have increased roughly five-fold over the last decade, reaching $14 billion in 2025. Recent research shows institutional investors are backing a broader range of nature investments as the […]
South Korea’s National Pension Service Grapples with Worsening Talent Shortage; Only 18 Hires for 26 Openings
The National Pension Service (NPS) Fund Management Division’s experienced hire recruitment drive, which began in April, concluded last month, falling significantly short of its hiring targets. The division aimed to recruit 26 professionals but ultimately hired only 18. This outcome has intensified concerns over a worsening talent shortage at the division, which requires highly specialized […]
Ontario Teachers’ delivers 9.5% total-fund net return in first half of 2026
As of January 1, 2026, the plan was fully funded with a $31.2 billion preliminary funding surplus, underscoring its long-term financial health and sustainability. The plan’s co-sponsors, the Ontario Teachers’ Federation (OTF) and the Government of Ontario, have elected to file the preliminary valuation with appropriate regulatory authorities. Corporate News Cathy Cranston was appointed Board […]