March 2021
19Mar

A Guide to the Treatment of Pensions on Divorce

By Pension Advisory Group The publication of this final report from the Pension Advisory Group is an important and very welcome event. The importance of the work is demonstrated by the fact that a good many busy and experienced practitioners have given up valuable time over the course of the past two years to produce this definitive guidance on the approach to the issue of pensions in Financial Remedy cases before the Family Court. For too long the division of...

March 19, 2021
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19Mar

IRS Pension and Annuity Income

By IRS This publication discusses the tax treatment of distributions you receive from pension and annuity plans and also shows you how to report the income on your federal income tax return. How these distributions are taxed depends on whether they are periodic payments (amounts received as an annuity) that are paid at regular intervals over several years or nonperiodic payments (amounts not received as an annuity). Get the book here

March 19, 2021
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19Mar

The Welfare and Labor Market Effects of Mandatory Pension Savings: Evidence from the Israeli Case

By Adi Brender Many studies show that workers make poor decisions about pension savings. Policy responses to these failures include social security retirement arrangements, tax benefits for pension savings and, in some countries, also mandatory private savings towards retirement. This study examines the response of Israeli employees to the introduction of mandatory pension contributions, and the medium-term labor market effects of the arrangement, using a randomly selected panel of 300,000 employees. The first year of the arrangement, when enforcement was...

March 19, 2021
Adequacy, Articles, Labor Market, Savings, , ,
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19Mar

The PEPP Contribution to the Capital Markets Union (CMU)

By Jorik van Zanden, Hans van Meerten, Andrea Minto The EU has several ‘pension problems, for example ageing, poor portability and the lack of consumer protection. Furthermore, the EU internal market for pensions is not sufficiently developed. This not only prevents, for example, a cost-efficient pension build-up of an employee working abroad, but the differences among national rule also restrict a local pension participant in choosing a pension fund established abroad. All these problems have been recently pointed out in the...

March 19, 2021
Articles, Pension design, ,
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19Mar

Private Markets, Infrastructure and Venture Capital in the Post-COVID Era: The Pension Perspective

By David Weeks, M. Nicolas J. Firzli This second of a series of seven papers co-authored by M. Nicolas J. Firzli and David Weeks looks at the notions of private markets – PE, VC, private debt and infrastructure – and the "quest for yields" in a low interest rates environment, which where discussed at two recent global conferences organised by the G7 Pensions Summit (G7 P7) and the Singapore Economic Forum (SEF). ESG, impact investing, renewable energy and the notion of...

March 19, 2021
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19Mar

México. Fibras celebran 10 años dando rendimientos en Bolsa

Los Fideicomisos de Inversión en Bienes Raíces (Fibras) cumplen 10 años de su creación y lo celebran llegando a una capitalización de 353,744 millones de pesos, lo que representa poco más del 4% del valor de mercado de la Bolsa Mexicana de Valores (BMV). En una década han generando rendimientos acumulados de 133.45%, muy superior al retorno del 33.85% que ha dado en el mismo periodo el principal índice accionario, el S&P/BMV IPC. Hoy hay 16 fibras inmobiliarias que en conjunto...

March 19, 2021
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19Mar

UK. Pension longevity risk transfers reach record-breaking £55.8bn in 2020

Longevity risk transfers by UK pension schemes reached a record level of £55.8bn in 2020, rising above the £51.6bn completed the year before, analysis from LCP and Mercer has shown. Total buy-in and buyout volumes were £31.7bn, the second largest ever recorded in a single year but behind the £43.8bn bumper volumes racked up in 2019, with the record-breaking year instead being driven by longevity swaps reaching £24.1bn. Legal & General (L&G) had a 24 per cent market share, followed by...

March 19, 2021
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19Mar

US. $35 Trillion in Retirement Savings Tells a Tale of Two Economies

New data published by the Investment Company Institute (ICI) shows total U.S. retirement assets grew to $34.9 trillion as of December 31, which is up 7.5% from the end of the third quarter of the year and up 9.3% overall for last year. With such strong growth for the year, the ICI reports, retirement assets accounted for a third of all household financial assets in the United States at the end of December. The ICI update shows that assets in...

March 19, 2021
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18Mar

Perú. Comisión de Trabajo aprueba jubilación anticipada en AFP a los 50 años de edad

La Comisión de Trabajo del Congreso aprobó un proyecto de ley con el que se busca permitir que todas las personas que se encuentren desempleadas puedan acceder al régimen de jubilación anticipada en las administradoras de Fondos de Pensiones (AFP) al cumplir los 50 años de edad. Leer también Perú. Hay cuatro millones de personas sin ahorro jubilatorio por retiros en pandemia La iniciativa busca modificar la Ley 30939, que regula dicho régimen. Los requisitos para acceder a este beneficio son...

March 18, 2021
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18Mar

35% de trabajadores en México no recibe prestaciones, revela el censo

Poco más de una tercera parte de las personas ocupadas en México no tiene prestaciones laborales, prácticamente la mitad no está en un sistema de pensiones ni tiene acceso a un crédito hipotecario y la mayoría no recibe utilidades, de acuerdo con el cuestionario ampliado del Censo de Población y Vivienda 2020. Leer también México. Edad para recibir pensión de adultos mayores bajará de 68 a 65 años, anuncia AMLO Además, 12.8 por ciento se atiende en farmacias cuando debe hacer...

March 18, 2021
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