How scrapping 55% 'death tax' could affect your DB scheme

George Osborne, 2014 Tory Conference

Consultants have again predicted greater interest in transfers out of defined benefit schemes following the proposed removal of inheritance tax on pension pots, while others doubted the changes would have much impact.

Budget flexibilities fail to spur DB transfer interest

Predictions that the Budget flexibilities would lure members out of defined benefit pension schemes have so far proved unfounded, as data show no uplift in the proportion requesting transfer value quotations.

Nationwide builds inflation hedge, ups matching assets to derisk

Nationwide Pension Fund has reduced its exposure to return-seeking assets and carried out its first significant inflation hedge, as capital adequacy rules drive banking and building society sponsors to reduce funding volatility.

What the ONS data tell us about contribution habits

Official data have shown employers with between 1,000 and 4,999 employees on average contribute more to their defined contribution schemes than their larger and smaller counterparts, as industry experts call for increased contributions.

IBM adds cat bonds to mix as it diversifies return-seeking assets

IBM Pension Plan has invested £60m in catastrophe bonds as it decreases its exposure to higher-risk assets and focuses on investments that will provide a diversified source of return.

Warwickshire latest to dump fund after star manager departure

Warwickshire County Council Pension Fund has revealed it sold its assets in Baring Asset Management’s dynamic asset allocation strategy earlier this year due to the departure of the product’s manager. 

Comment & Analysis

Editorial: Measuring up

Measuring up

This week we consider how pension funds can consider performance in two areas of their investments: diversified growth funds and fiduciary management.

Letter: In defence of the pensions lawyer

Speechly Bircham's Penny Cogher replies to our latest Any Other Business feature, which considered how pension schemes can get value out of their lawyers.

Five reasons to improve your scheme data quality

In the latest Informed Comment, Barnett Waddingham's Julie Walker gives five reasons why all schemes, employers and administrators should care about scheme data quality.


PPF: Levy will only drop if funding outstrips targets

Policymakers – PPF

Video:  The Pension Protection Fund's chair Lady Barbara Judge and chief investment officer Barry Kenneth discuss the challenges facing the UK pensions lifeboat, including the levy and the regulation facing its derivatives investments (7:11).

The Review: Are schemes choosing smart beta over hedge funds?

PE Review 050814 Sheikh and Das button RESIZED

Video: Redington's Aniket Das and Fulcrum Asset Management's Suhail Shaikh discuss scheme interest in smart beta multi-asset investments and the pros and cons of the strategy as a hedge fund alternative (5:38).

We use cookies to improve site performance and enhance your user experience. If you’d like to disable cookies on this device, please see our cookie management page. If you close this message or continue to use the site, you consent to our use of cookies on this device in accordance with our cookie policy, unless you disable them.