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

With ALM gizmos, are we seeing the gamification of pensions data?

Any other business: Gamification, according to Gabe Zicherman, a technology guru and chair of GSummit, is “the process of using game thinking and game dynamics to engage audiences and solve problems”. 

Taking a break from your investment worries

Talking head: Redington's Rob Gardner looks at the current worries facing institutional investors, and how they can get past them.

Why independent assurance beats mandatory regulation for mastertrusts

In the latest Informed Comment, advisory firm CCW's Andrew Penketh makes the case for the mastertrust assurance framework, as opposed to a mandatory regime whose costs would be passed on to members.

Video

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).

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