All Fees & Costs articles
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News
Second-pillar pension reform can impact employers’ costs, says APK
New thresholds affect almost all members and employers, leading to higher costs for occupational pensions and additional administration
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News
Research budgets rise globally for first time since MiFID II – survey
Last year saw research budgets stabilising and now there is confirmation that the trend has turned, says Substantive Research CEO
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News
Dutch pension admin costs up 13% in 2023
Pension funds blame the upcoming transition to DC arrangements for the cost rise
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Interviews
Australia’s Challenger takes credit and affiliates global
Some 2.5 million Australians are set to retire over the next decade, according to the country’s Treasury. This ageing population has challenged Australia’s A$3.6trn (€2.3trn) superannuation fund sector, and the industry as a whole is pivoting more heavily towards the decumulation phase.
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News
Swiss cabinet calls for dismissal of pension funds’ cost-transparency motion
Existing rules already guarantee a high level of transparency, the government says
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News
Cassa Forense urges tax cuts to boost domestic investments
A ‘reward’ in the form of a lower levy should come from parliament and government for pension funds managing assets invested in Italy, says scheme’s president
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News
IGG launches service aimed at transforming small scheme governance
IGGnite enables schemes below £150m access to scheme management and investment solutions at a cost typically reserved for larger schemes
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News
ETFs boost capital inflows to Article 6 funds, says EFAMA
Article 6 UCITS funds saw inflows of €101bn last year, a turnaround from -€208bn in 2022, according to EFAMA’s Fact Book 2024
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News
LGPS investment management costs drop by £141m
The investment management cost decrease was attributed primarily to a £188.5m net decrease in performance fees
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News
Swedish agency gives early details of €12.5bn Swedish equities tenders
Funds lobby warns reducing the number of domestic equity premium pension funds offered could harm liquidity on local stock market
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News
Swedish employers, unions consolidate occupational pensions admin to cut costs
Four-year-old platform Avtalat to encompass Collectum and Fora by end 2026
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News
AP7 starts distributing surpluses to savers to keep fees stable
Swedish default fund for premium pension finds solution to excess-money quandary as asset management surpluses grow
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News
Swiss Parliament pushes discussion on pension funds’ cost transparency
Improving access to information would strengthen competition in an extremely sluggish market, according to parliamentary motion
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News
UK defined benefit schemes overspend £300m each year, report finds
Spence & Partners has calculated that removing inefficiencies could save an average 1,000-member scheme £105,000 per year in running costs
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News
ABP to reduce investments in emerging markets
The fund believes it no longer pays to be overweight the region given the expected returns for emerging market assets
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News
Small DB schemes unlikely to run on beyond buyout funding level due to costs
Hymans Robertson finds that the cost of running a small DB scheme is four times the cost of running a large scheme
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News
Dutch funds risk €18bn bill if pension transition called off, says PwC
Dutch pension funds would have to shoulder the cost of running expensive legacy DB systems for decades to come, the accountant warns
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News
BaFin deems costs reporting for occupational schemes ‘unnecessary’
German regulator’s view clashes with EIOPA’s suggestion to annually report on all costs and charges
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News
TPR’s Statement of Strategy will be challenging and costly for UK schemes
Completing the template as proposed will create a lot of extra work and could add 20% to scheme valuation costs
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Interviews
Swedish funds agency chief: ‘We can’t afford not to be good’
As FTN completes first tender award, executive director Erik Fransson talks about the need for internal cooperation and the pressure on the organisation to get things right