Viewing entries tagged with 'Pension'

The Bill for HIdden Private Equity Fees: $4bn

17 April 2017

Institutional Investor: As public pension plans in the U.S. increasingly invest in private equity and other alternatives, funds may be paying more than $4 billion annually in unreported fees, according to Pew Charitable Trusts. More>  

A Scary Percentage of Retirees Blow Through Their Workplace Savings When They Take a Lump Sum

17 April 2017

Yahoo! Finance: A lump sum payment from a pension or 401(k) may sound appealing, but one in five Americans deplete the money in 5.5 years, a study shows. More>  

Aussie retirees dip into super

17 April 2017 A growing number of retirees are dipping into their super savings to pay off debt or fund holidays. More>  

When it comes to the super fund a little borrowing can go a long way

17 March 2017 Borrowing to invest in the world's sharemarkets just doesn't sound right. Yet counter to all those instincts, it is the right approach to the partial pre-funding of future pension costs through the Government Superannuation Fund. More>

Green paper warns on UK pensions regulation

24 February 2017

Financial Times: The UK government has resisted calls to force companies to obtain clearance from the pensions regulator before doing corporate deals, as it unveiled proposals to sustain the £1.5tn final salary pensions sector. More>

Push for NZ Super portability

24 February 2017

Radio New Zealand: The New Zealand Foreign Minister Murray McCully says he will push for a further relaxation of the rules on pension portability for Cook Islanders. More>

UK Providers incapable of delivering advice allowance

13 February 2017

FTAdviser: UK pension providers have warned they may not be able to deliver on the government's £1,500 advice allowance, raising questions over whether the measure is workable.  More>

UK pension freedom rules warning

10 February 2017

Morningstar: Since the new pension freedom rules were introduced – in April 2015 – almost half a million people have opted to take flexible payments from their pensions. But new research from pension provider Aegon, warns that many are taking unsustainable levels of income, which increases the risk of people outliving their pension funds. More>

Aussie Super and death benefits

10 February 2017

Lexology: It is clear that from 1 July 2017, the new Australian Super rules will have a number of implications on the way superannuation death benefits can be distributed to beneficiaries. This article summarises the key changes and explores possible solutions to work around potential issues. More>

Britannia launches new scheme

8 February 2017 Pension transfer provider Britannia has launched a new scheme, with lower fees and exposure to New Zealand assets. Britannia chief executive Gavin Dixon said the new scheme would follow the existing model of "smart beta" funds. More>