January 2023
06Jan

Occupational pensions statistics

By European Insurance and Occupational Pensions Authority EIOPA provides statistical data on how institutions for occupational retirement provision in the EU and the European Economic Area (EEA) perform. The statistics contain aggregated country level information about the basic information, balance sheet, asset exposures, expenses, member data, contributions, benefits, and transfers. Data refers to the latest information available for each reference date. Our statistics are based on quantitative pensions data reports. Occupational pension institutions in the EU and the European Economic Area (EEA)...

January 6, 2023
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December 2022
01Dec

2022 Natixis Global Retirement Index. Danger Zone. Global retirement security challenges come home to roost in 2022

By Natixis When we introduced the Natixis Global Retirement Index in 2012, the world had just emerged from the global financial crisis: Memories of market turmoil were still fresh. Inflation was low, but so was growth. Central banks had slashed interest rates to all-time lows. Balance sheets had ballooned from asset repurchase programs. And public debt had swelled to record highs around the globe. On top of it all, the first wave of the Baby Boom generation had just reached retirement...

December 1, 2022
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01Dec

OECD Pensions Outlook 2022

The OECD Pensions Outlook discusses how to introduce, develop and strengthen asset-backed pension arrangements, the role that employers can play in their provision, and the implication of different fee structures on individuals saving for retirement and on providers. The 2022 edition focuses on describing best practices for developing mortality tables and providing policy guidance on how to design, implement and continue the operation of non-guaranteed lifetime retirement income arrangements. Get the report here

December 1, 2022
Books, Books, Pension design, Pension Management, Pension Reform, Regulation, Reports, Slider, Slider, System Sustainability, , , , ,
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November 2022
22Nov

P&I Research Center. Public Pension Plan Benchmarks

Prepared by: Valerie Ge, CFA Research Analyst This report intends to provide insights into the overall and asset class benchmarks selected by the 50 largest U.S. public defi ned benefi t plans. The top 50 plans are selected based on their reported U.S. DB asset totals in Pensions & Investments’ 2021 survey. Eleven out of 50 plans did not disclose enough detailed information, and 10 plans had a fi scal year ended other than June 30. Insights into the overall and...

November 22, 2022
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October 2022
21Oct

Out of Sight, Out of Mind: The inclusion and use of data on older people in the humanitarian programme cycle

By HelpAge International Humanitarian principles and basic human rights afford everyone the right to safe and dignified access to assistance and protection on an equal basis. Older people are among those most at risk in humanitarian crises, yet older people’s rights are frequently denied, and they receive little targeted attention from governments, donors, or humanitarian agencies. HelpAge International’s 2018 study, ‘If not now, when?’, highlights significant failings in how the humanitarian system includes older people when responding to crises. A...

October 21, 2022
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21Oct

P&I Research Center. Pension Risk Transfer

By Valerie Ge Over the past 12 months through June, $57.4 billion in liabilities were involved in pension risk transfer deals. Pension buyout transactions reached $25.3 billion, or 44.1% of the total, followed by buy-ins of $23.2 billion, 40.4%, and longevity swaps of $7.5 billion, or 13.1% of the total. Buyout transactions increased 93.3% from $2.9 billion in the fi rst quarter but buy-in transactions declined to $2.4 billion from $7.3 billion. Source: @s3 prod pionline 269 views

October 21, 2022
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August 2022
30Aug

Retirement Security: Recent Efforts by Other Countries to Expand Plan Coverage and Facilitate Savings

By GAO Ensuring retirement income security for the aging U.S. workforce presents many challenges. People are increasingly responsible for their retirement planning, and as they live longer, they may outlive their savings. We reviewed steps other countries have taken to promote retirement plan savings. International experts informed us of several efforts, including auto-enrollment—which can increase plan participation for eligible workers but may not reach others, such as part-time or self-employed workers. Our review of these and other efforts can inform U.S. policymakers...

August 30, 2022
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June 2022
10Jun

The Gender Pensions Gap Report 2022 … and how to close it

By Joanne Segars OBE & Samantha Gould  Lower incomes throughout a woman’s working life will invariably impact their pension savings, creating an obvious pension gap. Furthermore, women who take time away from work to have children or for other caring responsibilities contribute to the widening gulf that we see between men and women’s pension wealth. Three million women are effectively “locked out” of workplace pension saving because they do not meet the £10,000 auto enrolment eligibility criteria. We are on a mission...

June 10, 2022
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May 2022

An Exploratory Study on the Health and Wellbeing of Biracial/Multiracial and Bisexual Older Adults
05May

An Exploratory Study on the Health and Wellbeing of Biracial/Multiracial and Bisexual Older Adults

By Deana Williams Though LGBT aging literature is expanding, gerontological and sexual minority studies have yet to examine the lived experiences of biracial/multiracial and bisexual older adults, despite evidence of distinctive life sequences and health disparities among these groups. This study aimed to: (1) examine the lived experiences of biracial/multiracial and bisexual older adults and (2) identify how these lived experiences shape their health and wellbeing, socially supportive relationships, and community connectedness. Qualitative data were collected via audio-based interviews with...

May 5, 2022
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05May

Using dollars for change. Seven key insights into impact investing for 2022 and beyond

By FIDELITY Charitable Impact investing is the practice of making purposeful investments that generate financial returns, while also helping to achieve social or environmental benefits— exemplifying the idea of “doing well while doing good.” The idea of linking one’s investments and values has become increasingly popular in recent years, particularly as there are generational shifts in wealth from Baby Boomers to Gen Xers and Millennials. Younger generations bring a new mindset to their everyday decisions—seeking to align their choices with their...

May 5, 2022
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