April 2021

Pension systems in east Africa a deep dive

By World Bank Group Although the populations of the countries in East Africa are still young, there is a growing awareness among policy makers that they too will face the interlocking challenges of demographics and urbanization. The lesson learned from other regions is that policies need to be put in place now to ensure that pension systems are robust and affordable. So too, pension savings should be used to fund economic growth and development. Otherwise, we risk the fate of...

Defined Contribution trust-based pension schemes research Report of findings on the 2020 survey

By Pensions Regulator, OMB Research   This report summarises results from The Pensions Regulator’s (TPR’s) annualn survey of trust-based occupational defined contribution (DC) pension schemes1, carried out between January and March 2020. The survey was conducted by OMB Research, an independent market research agency, on behalf of TPR.   Get the book here

Evaluation of Four Decades of Pension Privatization in Latin America, 1980-2020: Promises and Reality

By Carmelo Mesa-Lago The author of this book has published other 40 on social security since 1968, dealing with pensions, health care, and social assistance, in seven languages and in 34 countries. His new book is a product of many works in the last 30 years, which have been integrated, updated, and expanded under a new methodological framework. The book thoroughly documents the effects of the privatization of pensions in nine countries in Latin America from 1980 until the present:...

Preqin Markets in Focus: Latin America’s Growing Appetite for Alternative Assets

Changing demographics, policy shifts, and a growing base of highly sophisticated investors make Latin America an increasingly attractive source for private capital. Likewise, local institutional investors in Latin America are eager to put capital to work with top performing fund managers, both inside and outside the region, with an emphasis on absolute return. Where do GPs believe the best opportunities can be found? Preqin is delighted to bring Latin American alternatives markets into the spotlight with our new report, combining comprehensive...

March 2021

Opportunities for Stronger and Sustainable Postpandemic Growth 2021 Latin American and Caribbean Macroeconomic Report

By Eduardo Cavallo, Andrew Powell The COVID-19 shock was a significant and traumatic crisis for Latin America and the Caribbean. The pandemic dealt the region what I previously described as an unprecedented triple sudden stop, with major simultaneous disruptions in human mobility, trade, and capital flows. This was immensely dangerous. As human mobility was paralyzed by lockdowns and fear of contagion, investments fell, and trade was upended, the triple sudden stop challenged the region like few things in the past....

Managing the Employment Impacts of the COVID-19 Crisis: Policy Options for Relief and Restructuring

By Eliana Carranza, Thomas Farole, Ugo Gentilini, Matteo Morgandi, Truman Packard, Indhira Santos, and Michael Weber This note discusses policy options for managing the employment impacts of the COVID-19 crisis aimed at relief and restructuring. The relief phase corresponds to an initial COVID-19 phase when the health emergency dominates, lockdowns are common, and the focus is on saving lives, providing support to workers and households to manage the income shock and to firms to say afloat and, often retain workers;...

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...

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

Towards Improved Retirement Savings Outcomes for Women

By OECD Labour market inequalities are well-known to be the main drivers of the gender pension gap. This publication focuses on helping governments find solutions for retirement savings arrangements that do not further exacerbate these inequalities. This study first analyses why the gender pension gap exists and sheds light on some of the behavioural and cultural factors that contribute to these inequalities. Country case studies assess how demographics, labour markets and other factors may affect gaps in pension coverage, assets...

Pension Trends for Executives in FTSE 350 & SmallCap Companies 2020

By e-reward.co.uk In this research, we outline: How contribution rates vary across the UK’s three main indices. The level of contribution rates paid to the majority of staff in the UK’s largest companies. Some of the approaches that individual companies have followed to reduce the pensions of their new and existing directors. Our data is sourced from over 1,200 annual reports published between September 2017 and 2020 from companies listed on the FTSE 100, mid-250 and SmallCap indices. This data represents...