December 2021

Fintech Regulation in Mexico Updated: March 31, 2021

By Catalyst Fund. BFA Global The CCAF and BFA Global have produced this deck to support fintech startups working in Mexico and those seeking to enter the Mexican fintech market. This deck provides an overview of Mexico’s regulatory regime as it relates to the fintech verticals of: ❏ Banking ❏ Credit ❏ Insurance ❏ Payments ❏ Investment The deck also offers recommendations on how startups can best engage with regulators and tools to help them do so. Get the book here 394 views  

Pensions at a Glance 2021 OECD AND G20 INDICATORS

Pensions at a Glance 2021 OECD AND G20 INDICATORS

By: OECD This ninth edition of Pensions at a Glance provides a range of indicators for comparing pension policies and their outcomes between OECD countries. The indicators are also, where possible, provided for the other major economies that are members of the G20. Two special chapters provide a review of the impact of COVID‑19 on pensions and of recent pension reforms (Chapter 1) and an indepth analysis of automatic adjustment in pension systems (Chapter 2). Get the book here

Priorities for social security Trends, challenges and solutions

Priorities for social security Trends, challenges and solutions

By ISSA This report is the result of collective efforts by the professional staff of the Social Security Development branch of the General Secretariat of the International Social Security Association and external experts. Staff were assigned responsibility for authoring specific chapters and sections for this seminal report. Get the book here 391 views

The Gender Gap in Pensions in the EU

By Fondazione Giacomo Brodolini & Istituto per la Ricerca Sociale Pensions are an important determinant of their beneficiaries’ economic independence. When examining independence for people of working age, we are led naturally to think about the gender pay gap. Focusing on gaps in pensions would be the natural follow-up (or sequel) to an interest in gender pay gaps. Those gaps would reflect the cumulated disadvantages of a career spent in a gender-biased labour market. This is even more true for older...

Socially responsible investing

By Charles Stanley Direct The human impact on the environment means changes to the way society and industry operates are necessary, while societal problems such as poverty and inequality need to be tackled. Choosing investments that take account of these issues is what we call “investing with conscience”, or socially responsible investing. Get the book here 442 views

November 2021

Retirement Confidence Survey

By Employee Benefit Research Institute & Greenwald Research   The RCS is the longest-running survey of its kind, measuring worker and retiree confidence about retirement, and is conducted by the Employee Benefit Research Institute (EBRI) and Greenwald Research. The 2021 survey of 3,017 Americans was conducted online January 5 through January 25, 2021. All respondents were ages 25 or older. The survey included 1,507 workers and 1,510 retirees — which includes an oversample of roughly 500 completed surveys among Black Americans (252 workers and 253 retirees) and roughly...

Consultation outcome. Government response: The Occupational and Personal Pension Schemes (Conditions for Transfers) Regulations 2021

By Department for Work and Pensions A key ambition of this government is to drive better outcomes for pension savers and help ensure they achieve the best possible retirement. This can only be achieved by putting the members’ interests at the heart of policy. I previously set out my commitment to protect savers from pension scams. An important part of that is to make it as hard as possible for criminals to carry out their malevolent intentions. We know that individuals...

COP26 Special Report on Climate Change and Health

By World Health Organization The 10 recommendations in the COP26 Special Report on Climate Change and Health propose a set of priority actions from the global health community to governments and policy makers, calling on them to act with urgency on the current climate and health crises. The recommendations were developed in consultation with over 150 organizations and 400 experts and health professionals. They are intended to inform governments and other stakeholders ahead of the 26th Conference of the Parties (COP26)...

The State of Retirement Income: Safe Withdrawal Rates 

What’s a safe withdrawal rate for retirees? We estimate 3.3%. However, there are various factors that could affect this percentage, resulting in the retiree withdrawing a significantly higher amount. This report explores ways that retirees can make their savings last longer without compromising their standard of living. Source @Morningstar

The Rising Age of Retirement and Life Expectancy

For many people retirement is something to look forward to, with it being a new stage to life with no work and endless opportunities. Our Life Plan has predicted how old individuals will be when they retire up to 29 years into the future. They have looked into the rising age of retirement across 36 OECD countries, revealing that some workers can expect to be 82 when they retire. The team has also predicted how long these individuals can expect to...