UK. Pension levy increases need ‘clear evidence’ before introduction
The government’s consultation on the regulatory charge imposed on pension schemes was due to close today (Sept ...
Switzerland. Retirement Planning: High Expectations for Benefits in Old Age
How much does one need to live on in retirement? For the sixth time, the Lucerne University of Applied Science ...
Australia. Industry funds dominate on global pension rankings
The latest Top 300 research covering 2025 was released on Monday and revealed AustralianSuper and Australian R ...
Ageing Well for Indigenous Peoples: Closing the Health Equity Gap
On August 10, International Day of the World’s Indigenous Peoples was observed–a day to honour the cultures an ...
South Korea. Prepare for era of extreme aging
Korea is on course to have the world’s oldest population by 2060, overtaking Japan. The projection is more tha ...
Bumper growth for world’s largest pension funds as UK market contracts
The UK was one of only two major pension markets to record a decline in assets over the past five years, accor ...
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ARTICLES
Subjective Financial Literacy and Retirement Planning
By Weiqiang Tan & Jingbo Wu This research uses data from the National Financial Capability Study to investigate how subjective financial literacy (FL) influences retirement planning behaviors. Through a probit model, we establish that subjective FL have significant positive effects on three common retirement planning behaviors. When analyzing how subjective FL affects retirement planning, we […]
Redistribution through Taxes or Pensions? Optimal Income Tax and Pension Progressivity
By Burkhard Heer & Mark M. Trede We develop a medium-scale overlapping-generations model with endogenous labor supply and skill premium to study optimal income redistribution using progressive labor income taxes and pensions. The model is calibrated to the four countries USA, Great Britain, Italy and Germany which differ substantially in their tax and pension systems, […]
Pensions from Capital: How Pension Funds in the United States, Japan and Europe Invest -and What Private Investors Can Learn from Them
By Roland Rupprechter This paper examines the pension funds of the large industrial countries — with more than USD 68 trillion between them, the heaviest group of investors in the world. It compares how funded retirement provision is organised in the United States, in Japan and in Europe: how state, occupational and private provision differ, […]
NEWS
UK. Pension levy increases need ‘clear evidence’ before introduction
The government’s consultation on the regulatory charge imposed on pension schemes was due to close today (September 8) with proposed changes set to be rolled out in April 2027. In its response to the Department for Work and Pensions, Tisa has called for stronger evidence to justify proposed changes to pension levies. It said while […]
Switzerland. Retirement Planning: High Expectations for Benefits in Old Age
How much does one need to live on in retirement? For the sixth time, the Lucerne University of Applied Sciences and Arts, in collaboration with VorsorgeDIALOG, examined the financial and retirement planning knowledge of the Swiss working population. This year’s focus was on the expectations of actively insured individuals regarding retirement planning. The study focused […]
Australia. Industry funds dominate on global pension rankings
The latest Top 300 research covering 2025 was released on Monday and revealed AustralianSuper and Australian Retirement Trust (ART) sitting comfortably within the top 20 of the rankings, and ahead of Australia’s sovereign wealth fund, the Future Fund. The WTW analysis noted that the ART was the one new entrant to the Top 20 funds […]
Ageing Well for Indigenous Peoples: Closing the Health Equity Gap
On August 10, International Day of the World’s Indigenous Peoples was observed–a day to honour the cultures and traditions of Indigenous populations. There are an estimated 476 million Indigenous people globally, living across 90 countries and representing more than 5000 different cultures. Despite the vast diversity in social, cultural, economic, and political characteristics, Indigenous peoples […]