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Personal Finance

  • Scottish widows reveal Britain’s pension habits: saving nudges higher in second year of auto-enrolment

    September 7, 2016

    The number of people relying on a defined benefit pension scheme has fallen to less than one in four according research released today. Scottish Widows said that just 24 per cent of people will rely on a final salary scheme as their main source of retirement income, down from 33 per cent last year. Meanwhile [...]

  • You’re on a runway to retirement: Here’s how to make sure you don’t run out of fuel

    September 6, 2016

    Retirement may seem a long way off, but by the time you are 50 you could have only 180 monthly paydays left to make your financial preparations for your later years (and that’s assuming you continue working to 65 – your working life could end sooner than that). Think of yourself as being on a [...]

  • FTSE 350 pension deficits increase by £50bn during August

    September 5, 2016

    Lower for longer interest rates led to pensions deficits ballooning to new highs at the end of August according to data released today. The aggregate pension deficits FTSE 350 companies now stand at £189bn, up from £139bn at the end of July. "The seemingly relentless march in pension scheme deficit increases continues," said Le Roy van Zyl of pension specialists Mercer [...]

  • Britain’s pension deficits grew by £100bn in August alone

    September 1, 2016

    Britain's companies were urged to think of plugging pension holes as “part of the furniture” of financial planning after new research showed that deficits grew by a staggering £100bn during August. The PwC Skyval index, which covers 6,000 British defined benefit pension schemes, revealed that aggregate deficits had widened to £710bn by the end of August. [...]

  • Don’t overreact to vast pension scheme deficits: We need a new normal for how they’re measured

    September 1, 2016

    Pension schemes are faced with serious challenges following the EU referendum result and the Bank of England’s recent stimulus package. Both events have driven down long-term gilt yields. As a result, for defined benefit pension schemes valuing their liabilities using gilt discount rates, deficits continue to grow. Our Skyval Index shows that deficits have increased [...]

  • Experts welcome Treasury proposals to allow tax-free draw-downs to fund financial advice

    August 31, 2016

    With millions of workers being automatically enrolled into a workplace pension the Treasury launched a consultation to ensure that they are adequately advised in preparation for retirement.  The launch follows an announcement by the government in the March 2016 Budget to consult on recommendations by the Financial Advice Market Review (FAMR). The FAMR proposals were to allow [...]

  • Pension or property: Which is the better option for your retirement?

    August 31, 2016

    The Bank of England’s chief economist Andy Haldane drew ire from the pensions industry for the second time this year, when he claimed that property was a better investment option for retirement than a pension in an interview with The Sunday Times this weekend. “It ought to be pensions but it’s almost certainly property,” Haldane said. [...]

  • An art rather than a science: one way to value the assets, four ways to value the liabilities

    August 29, 2016

    Many of us like big numbers. But when it comes to pensions deficits, big numbers are not a good thing. Britain’s pension deficit values vary from day-to-day and from calculation to calculation. The numbers cited range from hundreds of billions to trillions of pounds. The reason they differ is because there numerous ways of calculating [...]

  • Pension funds want government help to hedge spiralling deficits

    August 24, 2016

    The government has responded to calls for help from Britain's pension funds in managing their ever-growing deficits. The UK Debt Management Office released its latest consultations on Tuesday and concluded it would sell three tranches of index-linked debt within the third quarter of this year – one through a syndicated sale and two through an auction. Long-running pension scheme [...]

  • Falling ratios are far from critical according to Fitch

    August 23, 2016

    A top ratings agency has given the UK's life insurance firms a vote of confidence, despite recent tough market conditions. The fall in bond yields over the first half of 2016 may be squeezing solvency ratios at Britain's leading life insurance companies but the decline is not enough to worry ratings agency Fitch, which said they "remain strong". Under Solvency II, insurers [...]

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