editor2, Author at Pension Policy International

07SepSeptember 7, 2026

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, according to new research. This retrenchment comes as the world’s largest 300 pension funds saw their assets jump 13.4 per cent during 2025, to a record $27.7 trillion (£20.7 trillion). This is the fastest annual growth for the world’s largest schemes since 2017. The figures also show that the world largest pension fund, Norway’s Government Pension Fund, became the first...

September 7, 2026

News2026, AUM, Pension Management, UK

07SepSeptember 7, 2026

Top 300 pension funds’ AuM reaches record high

The world’s top 300 pension funds experienced the fastest growth in assets since 2017, according to the latest report from the Thinking Ahead Institute. The report found that assets under management grew by 13.4% in 2025, reaching a record-high of $27.7 trillion. The growth was most pronounced among the largest of these 300 pension funds, supporting the notion that the largest funds are getting larger. For example, the Government Pension Fund of Norway surpassed $2 trillion in AuM for the first time,...

September 7, 2026

News2026, AUM, Pension Management

04SepSeptember 4, 2026

Global pension asset allocations and debt markets

By Ding Ding, Xiang Fang, Bryan Hardy & Karen K. Lewis The pension sector is an important investor group in global financial markets and a key holder of government and corporate debt. This article examines the evolution of pension fund asset allocations around the globe and documents two important structural changes. First, pension investors have shifted portfolio share allocations away from fixed income securities. This trend is robust across Defined Contribution (DC) and Defined Benefit (DB) programs as well as...

September 4, 2026

Books, Books, Investment, Reports2026, Investment, Pension Management, US

04SepSeptember 4, 2026

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 find that retirement savings estimation partially mediates the relationship between subjective FL and the opening of retirement accounts. In addition, we find that the effect...

September 4, 2026

Articles, Pension design2026, Defined Contribution, Financial Literacy, Hong Kong, Retirement Planning

04SepSeptember 4, 2026

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, demographics, and skill shares among workers. Optimal pension benefits are proportional to lifetime contributions in all four countries, while the optimal degree of income tax...

September 4, 2026

Articles, Pension design2026, Italy and Germany, Social Security, Taxation, UK, US

04SepSeptember 4, 2026

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, who grants which tax advantages to whom and at what level, and why equity quotas diverge so widely across regions — from 25 per cent...

September 4, 2026

Articles, Pension Management2026, Europe, Funding, Japan, Occupational Pensions, Pension Management, US

04SepSeptember 4, 2026

Pensions 2050: Evidence and future priorities

By Jack Jones The second Pension Commission’s interim report provides a clear and urgent call to action. It describes a system in which, although participation rates in workplace pensions have doubled due to auto-enrolment, up to 19 million working age people are not on track to meet the retirement income targets set by the first Pension Commission. The triple locked flat-rate State Pension provides a firm foundation on which retirement incomes are built, and auto-enrolment has more than doubled the numbers...

September 4, 2026

Books, Books, Reportes, System Sustainability2026, Adequacy, Sustainability, UK

04SepSeptember 4, 2026

México. Programas del bienestar llegarán a 42 millones de personas en 2026

“Mis papás son beneficiarios de la Pensión para el Bienestar. Mi papá fue albañil toda su vida y mi mamá, en algunas etapas, trabajó limpiando casas, por lo que ninguno tuvo acceso a una jubilación o pensión derivada de un empleo formal. La mayor parte del tiempo ella se dedicó al hogar. Cuando les llega el depósito es un alivio para ambos: mi mamá lo utiliza principalmente para comprar sus medicamentos, porque acude con frecuencia al médico, y mi...

September 4, 2026

Noticias, NoticiasGasto Público, Mexico, Pensiones Sociales

04SepSeptember 4, 2026

Los países de la Ocde donde los jubilados reciben pensiones más cercanas a su salario

Colombia se ubica entre los países con las pensiones más generosas del mundo. Según los datos de la Ocde, el país ocupa el cuarto lugar del ranking por tasa de reemplazo pensional, con 74,8%, solo por debajo de España, Grecia y Luxemburgo. El indicador muestra qué proporción de los ingresos laborales de una persona sería reemplazada por su pensión una vez llegue a la edad de jubilación. España encabeza el listado con una tasa de reemplazo de 80,4%, seguida por...

September 4, 2026

Noticias, NoticiasTasa de reemplazo

04SepSeptember 4, 2026

México. El 33% De Los Adultos Mayores Son Víctimas De Fraudes Digitales

El diputado federal Emilio Suárez Licona advirtió sobre el creciente riesgo que enfrentan las personas adultas mayores ante los fraudes cometidos mediante herramientas y plataformas digitales, al señalar que alrededor del 33 por ciento de este sector ha sido víctima de algún tipo de engaño financiero. Subrayó que el problema representa una amenaza directa para el patrimonio de quienes, en muchos casos, dependen de sus pensiones o de los ahorros acumulados durante toda su vida. Desde la tribuna de la Cámara...

September 4, 2026

Noticias, NoticiasMexico, Riesgo

September 2026