All indexation articles – Page 2
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NewsIndex funds present challenge for East Sussex scheme’s ESG aspirations
On the go: The East Sussex Pension Fund was one of the first Local Government Pension Schemes in the country to carbon footprint its portfolio, and also one of the first to explore and adopt a climate-aware index.
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NewsMPs demand Sunak addresses mineworkers’ scheme issues
On the go: The Business, Energy and Industrial Strategy Committee has called on the government to bring its approach to the Mineworkers’ Pension Scheme into line with its “levelling up” agenda, branding the current arrangement “antithetical” to that policy.
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NewsTPR, PPF propose tiered approach in asset information reform
The Pensions Regulator and the Pension Protection Fund have issued a joint consultation into proposals to change the asset class information TPR collects via the scheme return.
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News
Govt chooses full indexation of GMPs for public sector schemes
The Treasury has decided to abandon the idea of converting guaranteed minimum pension benefits in public sector schemes, opting for a permanent extension of full indexation, which will be more expensive for private pension funds that are forced to mirror government rules.
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News
Pandemic causes £41bn DB deficit bump
On the go: The coronavirus pandemic and attendant national lockdown saw a marked deterioration in defined benefit scheme funding positions, with the overall deficit up £41bn as of March 2020 compared with the same month in the previous year.
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News
Switch to index-linked gilts could boost DB pensions and save billions
On the go: A rebalancing by the government from fixed interest to index-linked gilts could provide additional security for pension schemes and their members while saving taxpayers billions, according to analysis by LCP partner Jonathan Camfield.
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NewsBT, Ford and M&S schemes consider legal challenge on RPI reform
The trustees of the BT, Ford and Marks and Spencer pension schemes have been granted an extension to the period in which they can consider filing for judicial review of the proposed alignment of the retail price index with the consumer price index including housing costs.
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OpinionSchemes cannot own same stocks in a downturn as in a recovery
The past few decades have seen many types of investor — not just pension funds — allocate away from both equities in general and the UK in particular, as they sought to derisk and diversify portfolios.
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News
RPI reform boosts inflation hedging
On the go: The announced reform of the retail price index, to match the consumer price index including housing costs, saw inflation hedging rise by six per cent quarter on quarter at the end of September 2020.
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PodcastsPodcast: Trustees advised to self-certify before Christmas
Podcast: Jo Myerson, trustee director at Ross Trustees, tells Pensions Expert it is important that trustees comply with the Competition and Markets Authority’s self-certification rules early in order to avoid a mad, post-Christmas dash to meet the January 7 deadline. She is joined by David Rae, head of strategic client solutions at Russell Investments, in an episode also covering insolvencies, superfunds and the fallout from the reform of the retail price index.
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News
RPI reform to leave linker owners short-changed from 2030
The government is to press ahead with controversial reforms to the retail price index leaving index-linked gilt holders worse off, but has decided to delay the move until 2030.
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OpinionTrustees need help to solve ESG puzzle
As winter approaches, many schemes are starting to switch their attention away from their annual compulsory investment disclosures, and towards how they ensure that their policies are implemented.
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News
RPI decision timing ‘risks volatility’
On the go: The long-awaited outcome of a consultation on replacing the retail price index of inflation is set to be published on November 25, but investors have warned that the government’s timing risks violent market reactions.
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News
Scottish Widows to divest £440m from ESG failures
On the go: Scottish Widows is to divest £440m from companies that failed to meets its environmental, social and governance standards.
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News
Sustainability and adequacy still dragging UK's pension system
Data crunch: The UK has fallen one place to 15th in the Mercer CFA Global Pensions Index, despite seeing a marginal improvement in its score, while Covid-19 increases pressure on retirement systems worldwide.
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News
Govt consultation suggests abandoning GMP conversion
The Treasury has indicated it may axe guaranteed minimum pension conversion in a new consultation, with experts citing administrative costs as a reason to ditch the idea.
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News
Small-cap UK active equity funds find some success in H1 2020
On the go: Just over half of all UK active equity funds have equalled or beaten benchmark returns before fees in the first half of 2020, while 45 per cent trailed behind the S&P UK Broad Market Index.
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OpinionRPI switching – dead in the water?
While for many of us 2020 has been anything but predictable, for the courts hearing pensions-related cases this year has seen a predictable and steady continuation of existing themes.
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News
Warnings of 20% member losses as RPI consultation closes
On the go: Investment managers have demanded that the government compensates clients for losses they will suffer if the retail price index is downgraded, as a consultation on changes to the outdated inflation measure closes.
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News
High Court rules ‘drafting errors’ sufficient to justify switch to CPI
A High Court decision has found in favour of a pension scheme switching to the consumer price index from the retail price index, but only because of a drafting error in the scheme’s rules.
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