Funding
In-depth reporting on pension scheme funding for our pension fund and asset management readers from IPE’s award-winning journalists
-
NewsDB schemes note increase in running costs in past year
37% of DB trustees reported a 50% increase in their running costs, according to TPT Retirement Solutions
-
NewsTPR amends Statement of Strategy following consultation feedback
Trustees will need to consider at an early stage the full list of data that they will need to submit, says LCP
-
NewsIGG launches centre of excellence to help schemes navigate endgame solutions
TPR analysis shows 3,750 of 5,000 DB schemes as being in surplus on a low dependency basis, with a further 950 approaching the same level of funding
-
NewsAllianzGI’s impact private credit strategy reaches €560m at first close
Investors include Allianz, APG Asset Management, the European Investment Fund (EIF), and La France Mutualiste
-
Special ReportNetherlands: First funds prepare for DC switch
Despite pre-election threats, the transition is not expected to be rolled back by the new government
-
Special ReportBelgium: Funding decision awaits new government
The coalition is likely to push through more radical pension reforms
-
NewsOver half of FTSE350 DB pension schemes to be fully funded on buyout basis in the next three years
Around 35% of the schemes are estimated to be fully funded on buyout basis at 31 May 2024, representing £175bn in liability values
-
NewsATP’s first-half return held back by gearing cost, bond yields
Describes return as “expected and generally acceptable in view of market developments”
-
NewsDenmark’s IPD, Liberals, post wishlists with pension reform back on agenda
Pensions lobby calls for better framework for pension savings, as Liberal Party proposes ‘working life commission’
-
NewsInstitutional investors pull €15.7bn from mandates in H1, says BVI
However, investment funds received €28.3bn net in new money in the first half of 2024, according to the association
-
NewsUBS pension fund’s assets climb to CHF28.8bn
However, its funding ratio dipped to 121.4%, from 130.0% in 2022
-
NewsKLM funds dial down risk in run-up to DC transition
The moves come as an increasing number of Dutch pension schemes decide to protect their funding ratios in anticipation of a switch to new DC arrangements
-
NewsDutch pension funds increase interest rate hedge above 70%
In the run-up to the transition to a defined contribution system, pension funds in the country want to protect their funding ratios
-
NewsOxford researchers propose ‘carbon removal budget’
‘Embedding carbon removal budgets into decision-making is necessary for an effective response to climate change’
-
NewsSwiss pension funds return 6.6% year-to-date in 2024
Events in the second quarter took the shine off a stronger first quarter
-
NewsAssofondipensione works on bond yield guarantee for fund of funds
The FoFs would have a two-tier structure, with one part of the assets invested in private equity to support the Italian real economy
-
NewsFunding ratios of German corporate schemes hit unprecedented level
The funding ratio of pension plans of DAX companies improved to 84%, similarly, the funding ratio for pension plans of MDAX companies improved to 84.8%
-
NewsItaly’s complementary pension schemes record 8% contribution growth in H1
The number of members signing up for complementary pensions at the end of June 2024 grew by 2.3% to 10.9 million
-
NewsThe Pensions Regulator’s funding code is laid in parliament
The industry is still awaiting the publication of final statement of strategy and employer covenant assessment
-
NewsUniversities Superannuation Scheme reports £9.2bn DB surplus
The value of the DB fund increased by £1.7bn over the year to 31 March 2024
