The Financial Conduct Authority has delivered a defined contribution charges double-whammy this week with the release of its final rules for the default fund charge cap, plus a call for evidence on the disclosure of transaction charges.
Why trustees should pull together to focus on what matters
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March 3, 2015
Any other business: The Pareto principle states that 80 per cent of effects come from 20 per cent of the causes. In management terms this means a fraction of your efforts could have disproportionate outcomes.
How the MNRPF ruling affects your scheme-employer balance
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March 3, 2015
Legal experts have said a High Court ruling charts new territory for employer covenant rules and clarifies the position of members with a final salary link, as regulators balance the needs of employers and schemes.
Coal ditches surplus-sharing to stabilise pension increases
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March 2, 2015
The British Coal Staff Superannuation Scheme has announced pension increases for its members, as it ends the surplus-sharing arrangement established after the privatisation of the scheme's employer in 1994.
Lloyds scheme turns to alt credit as it shrinks equity risk
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March 2, 2015
Lloyds Bank’s larger defined benefit pension fund has ditched a proportion of its equity holdings in favour of credit and hedge fund strategies, as pension funds widen their search for diversified sources of return.
Data suggest schemes would rather fail conventionally than break from herd
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March 2, 2015
Fear of being alone in making a mistake is driving pension funds to knowingly follow ineffective manager recommendations from investment consultants, according to academics.
Comment & Analysis
DB-DC transfer requests will rise. Here is how to handle them
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March 4, 2015
Quantum's David Deidun says the rise of DB-DC transfers are much ado about nothing, but that trustees should allow enough time to disinvest funds efficiently in such periods of increased demand.
Winner or loser? How DB funds should approach the new levy scorecard
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March 4, 2015
Spence's Alan Collins outlines the main changes to the PPF levy calculation methodology and says trustees should act as soon as possible.
Why trustees should pull together to focus on what matters
|
March 3, 2015
Any other business: The Pareto principle states that 80 per cent of effects come from 20 per cent of the causes. In management terms this means a fraction of your efforts could have disproportionate outcomes.
Video
The Review: 'Massive uptick' in larger DB funds exploring transfers
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January 29, 2015
Video: What effect are the flexibilities having beyond the world of DC? In the first of our three Countdown to April videos, JLT Employee Benefits' Mark Wood and Eversheds' Tim Smith explain how DB schemes are dealing with the knock-on effects of the reforms (6:08).
IMA: Schemes must bear overall charges cap compliance burden
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November 6, 2014
Video: Jonathan Lipkin, director of public policy at the Investment Management Association, says that it is not up to investment managers to take the overall responsibility for ensuring charges are below the 0.75 per cent cap effective from April (5:48).
Altmann: Death tax removal could incentivise people to stay in pensions
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October 14, 2014
Video: Independent pensions expert and the government's older workers champion Ros Altmann discusses the Budget changes and the chancellor's further pensions tax announcements (4:18).
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