June 2024

Providing inclusive services and care for LGBT people

By National LGBT health education center A visit to a health care facility can make people nervous for any number of reasons. Some people may be uncomfortable revealing sensitive information to health care professionals who need it to provide certain services. Others find it difficult to talk about private health concerns. Creating an environment in which these conversations are more comfortable for the patient is an important goal for all health care staff. Because health care is for everyone, we...

LGBT Retirement Preparations Amid Social Progress

By Catherine Collinson, Executive Director, Aegon Center for Longevity and Retirement; CEO and President, Transamerica Institute and Transamerica Center for Retirement Studies LGBT: Retirement Preparations Amid Social Progress is a collaboration between Aegon Center for Longevity and Retirement, and nonprofits Transamerica Center for Retirement Studies® (US), and Instituto de Longevidade Mongeral Aegon (Brazil). The report focuses on the retirement aspirations and plans among the LGBT community, and highlights findings from LGBT survey respondents from nine of the 15 surveyed countries...

Health Equity & LGBTQ+ Older Adults of Color. Engaging individuals, communities and organizations

By National Resource Center on LGBTQ+ Aging This report highlights how state, local community organizations, funders and healthcare providers can make innovative impacts in health equity. We are living in a vastly different world than that of 2013, and this section highlights some of the present-day context within which we are doing this work. The United States is becoming older and more diverse. Yet, how we often talk about and intervene on issues related to diversity in aging continues to fall short...

Retirement Confidence Survey and the LGBTQ Community

By Craig Copeland (Employee Benefit Research Institute) & Lisa Greenwald (Greenwald Research) The Retirement Confidence Survey (RCS) was conducted for its 32nd year in 2022 to measure attitudes of American workers and retirees about issues surrounding retirement. For the first time, in 2022, the RCS included an oversample of LGBTQ Americans to allow for an analysis of the challenges that LGBTQ workers and retirees face in preparing for and living in retirement. Questions included in this year’s survey explore priorities...

Investigation into the Pensions Dashboards Programme

By National Audit Office Pensions dashboards are intended to allow people to view information about their pensions – including their State Pension – online, securely and in one place. The Department for Work & Pensions (DWP) expects that pensions dashboards will deliver significant benefits by supporting people to plan better for retirement, make more informed financial decisions and connect with ‘lost’ pension pots. Get the report here

Economic & Budgetary Projections for the EU Member States (2022-2070)

By Directorate-General for Economic and Financial Affairs European Economy Institutional Papers are important reports analysing the economic situation and economic developments prepared by the European Commission's Directorate-General for Economic and Financial Affairs, which serve to underpin economic policy-making by the European Commission, the Council of the European Union and the European Parliament. Views expressed in unofficial documents do not necessarily represent the views of the European Commission. Get the report here

May 2024

Retirement Survey & Insights Report 2023. Diving Deeper into the Financial Vortex

By Goldman Sachs Plotting a path through the Financial Vortex is essential for an employee’s retirement journey and can be achieved with help from their employer. There is no defined path or solution that solves retirement for all individuals, yet the challenge of retirement saving presents employers with an opportunity to provide employees more integrated, personalized, effective solutions to help their retirement goals. Get the report here

Global top 300 pension funds. A Thinking Ahead Institute and Pensions & Investments joint study

By The Thinking Ahead Institute and Pensions & Investments The global top 300 pension funds is an annual study conducted by the Thinking Ahead Institute, in conjunction with Pensions and Investments. The research highlights high-level trends in the pension fund industry and provides information on how the characteristics of these top funds have changed. Get the report here

ESG and sustainable finance – issues for pension schemes and their sponsors

By Travers Smith As understanding develops, pension schemes are being prompted to consider how ESG and wider sustainability factors may affect the financial performance of their investments, as well as their relationship with sponsoring employers.  In some cases, stakeholders are starting to enquire about levels of activism from their pension schemes in this area, often highlighting the wider economic and social role of pension funds as major asset owners.  Diversity and governance considerations are also attracting increasing focus. Get the report...

Green Pensions Guide. A short guide for organisations greening their money

By Make My Money Matter  All organisations from businesses to charities, from SMEs to global brands can play an important role in tackling the climate crisis. Sustainability policies have become an expected standard across all sectors and industries, yet one of the ways organisations can have the most impact is often missing from the picture. Their money. How our pensions are invested now will shape the future we’ll retire into. The companies causing irreversible climate damage like companies at the...