March 2023
17Mar

Pension Tax Limits

By Gov.UK Individual members of registered pension schemes who make annual pension contributions over the standard annual allowance (AA), money purchase annual allowance (MPAA), or tapered annual allowance (tapered AA), and who therefore expect to become subject to an AA charge. Individual members of registered pension schemes who already have or expect to have pension savings exceeding either the standard lifetime allowance (LTA) or their protected LTA, and who therefore expect to become subject to an LTA charge. Scheme administrators of registered pension schemes who will need to...

March 17, 2023
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17Mar

Pension Funds and Sustainable Investment: Challenges and Opportunities

By P. Brett Hammond, Raimond Maurer, and Olivia S. Mitchell Pension Funds and Sustainable Investment: Challenges and Opportunities responds to rising global interest in environmental, social, governance (ESG), and impact investing to generate positive impact while generating financial return. Contributors explore the pros and cons of pension ESG investments and discuss case studies from the US and around the world. The findings will interest researchers, management/advisory firms, financial advisors, asset owners, and policymakers Read book here

March 17, 2023
Books, Books, Investment, Pension Management, , , ,
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10Mar

The gender gap in pension saving

By Jonathan Cribb, Heidi Karjalainen & Laurence O’Brien This report is an output from a programme of research on ‘Pension saving over the lifecycle’ (WEL /FR-000000374) that is funded by the Nuffield Foundation. Co-funding from the ESRCfunded Centre for the Microeconomic Analysis of Public Policy (ES/T014334/1) is also gratefully acknowledged. We are grateful to Alex Beer, Carl Emmerson and Paul Johnson for useful comments, and to Rowena Crawford for discussion and advice on this work. This work was produced using data from...

March 10, 2023
Books, Books, System Characterization, , ,
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10Mar

Legal & General U.S. Gig Economy study

By Sir Nigel Wilson, John Godfrey & Edyta Borowy (Legal & General) The data was collected via online survey fielded to individuals sample sourced from YouGov’s US panel. The survey scripted and hosted on Gryphon, YouGov’s proprietary survey scripting platform and the field work took place between August 19 and 31, 2022. 1,044 surveys of freelancers and self-employed workers between 18 and 60 years old, non-student/non retired drawing 60% or more of their income from gig work were completed. Key...

March 10, 2023
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03Mar

Pension Provision in Thailand

By Robert Palacios & Himanshi Jain This report documents the current state of pension provision in Thailand and options for reform that would increase the adequacy and sustainability of the pension system. While the focus here is on income support, the welfare of the elderly depends on many other government policies ranging from labor market policies to aged care and health services. It is also important to assess the pension system in terms of its broader impact on fiscal sustainability...

March 3, 2023
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03Mar

African Pension Funds – Environmental, Social & Governance Factors Benchmarking Exercise

By Dr Rory Sullivan and Robert Black, Matthew Sullivan & Fiona Stewart African Pension Supervisors Forum, representing pension supervisory authorities from across the African region, invited the team to review the approach to incorporation of ESG factors into decision making by pension funds across the región This project assessed a sample of Africa’s pension funds on their sustainable investment related disclosure Strengths in disclosure were: 1.All of the funds provide good disclosure about their organisation, including their history, ownership, mission, governance structure...

March 3, 2023
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February 2023
17Feb

Gig economy report 2022

By Pascale Moreau The balance between flexibility, autonomous working and social protection has been a long time discussion within the gig economy and its complexities have kept legislators busy in recent years. As a result, the draft European Directive on Platform work is one of the most discussed topics of the year. It introduces various criteria which - if applicable - could result in a legal presumption of employment for the worker. In this year’s PwC Legal’s 2022 Gig Economy...

February 17, 2023
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17Feb

The Future of Global Retirement 2023

By Smart As perceptions of retirement shift across the world, in line with emerging technology and reforms to legislation, the industry needs to keep up and remain one step ahead. At Smart, we’re continuing to lead the way in research and development in this space, and as part of our mission, we’ll continue to share some of the insights we gain around the needs of savers across the world. In 2021, we launched our first ‘Future of Global Retirement’ report, taking...

February 17, 2023
Books, Books, Pension design, , ,
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08Feb

Pension Withdrawals Drain Savings in Chile and Peru

By Richard Francis, Kelli Bissett-Tom & Christopher Dychala Peru, Chile and Bolivia have allowed early withdrawals from their funds as a source of relief for households and to support recoveries during the pandemic and the global price shock. But these have had negative financial and confidence ramifications, contributing to downgrades of Peru in 2021 and Chile in 2020. Longstanding private pension funds have been important supports for sovereign creditworthiness where they exist in Latin America. Pension fund assets have supported sovereign...

February 8, 2023
Books, Books, Regulation, Savings, , , , , ,
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08Feb

Financial Inclusion: Annual Monitoring Report 2022

By Stephen McKay, Karen Rowlingson & Adele Atkinson  This report is the tenth, and final, in a series of annual monitoring reports supported by the Friends Provident Foundation and Barrow Cadbury Trust to monitor progress towards, or indeed, away from, financial inclusion in Britain. To aid comparisons and provide a comprehensive picture, it uses the same framework as the previous reports and updates figures, where available, to give the most recent data and trends. Read book "here"

February 8, 2023
Books, Books, System Characterization,
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