January 2020

03Jan

Pension Actuarial Mathematics

By Philip Martin McCaulay This 40-page publication on pension actuarial mathematics covers topics such as (I) interest and mortality, (II) cost methods, (III) amortization and contributions, and (IV) Duration and Convexity. Part I on interest and mortality includes mortality rates and survival functions, the theory of interest, commutation functions, and life annuity factors. Part II on cost methods includes the Unit Credit (UC) Cost Method, the Projected Unit Credit (PUC) Cost Method, the Entry Age Normal (EAN) Cost Method,...

January 3, 2020
Books, Investment, Pension design, Savings,
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01Jan

PPI Year in pensions 2019

Download our yearly report on pensions news, research and events of the year. This publication includes: -Review of the year by Ernesto Brodersohn-Recap of events covered by PPI in Africa and Latin America in 2019-Infographics of research on pensions in our media outlet-Compilation of our weekly newsletters Get Year in Pensions 2019 here

January 1, 2020
Books, Books, Reports
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December 2019

23Dec

Insurance and Behavioral Economics: Improving Decisions in the Most Misunderstood Industry

By Howard C Kunreuther Insurance is an extraordinarily useful tool to manage risk. When it works as intended, it provides financial protection to individuals and a profitable business model for insurance firms and their investors. But it is broadly misunderstood by consumers, regulators, and insurance executives. This book looks at the behavior of individuals at risk, insurance industry decision makers, and policy makers at the local, state, and federal level involved in the selling, buying, and regulating of...

December 23, 2019
Books, Books, Pension Management, ,
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20Dec

Impact Evaluation of the Zanzibar Universal Pension Scheme

By Dr Flavia Galvani, Florian Juergens The Revolutionary Government of Zanzibar strives to build a prosperous and peaceful society that ensures sustainable development, wellbeing and gender equality for everyone. To achieve this, the Government has put in place strategies and plans to meet the needs, and realize the rights, of each and everyone in society. It is our commitment to do our utmost to reduce poverty, vulnerability and violence, increase access to essential services, foster social integration, and promote...

December 20, 2019
Books, Pension design, , , ,
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11Dec

MySuper Product Heatmap

By APRA The MySuper Product Heatmap provides assessments of the performance of every MySuper superannuation product. The heatmap provides stakeholders with transparency on the outcomes being delivered by all trustees providing MySuper products. It is designed to lift industry practices and enhance member outcomes by publicly identifying which MySuper products are underperforming and the areas they need to improve. It uses a graduating colour scheme to provide credible, clear and comparable insights into MySuper products across three areas: investment performance, fees...

December 11, 2019
Books, Pension Management, Reports, , , , ,
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10Dec

Asset & Wealth management Revolution

By PwC The world’s Asset & Wealth Management (AWM) industry has turned its eyes to the Latin American (LatAm) region, with many fund managers looking for growth in the burgeoning market. However, the fabric underlying the industry is set to be upended in the coming years as new clients enter the space and the existing, bank dominated, distribution model begins to face challenges as clients look for new, and cheaper, ways of buying products. While economic uncertainty in the region is...

December 10, 2019
Books, Investing, Pension Management, Reports, ,
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06Dec

Automatic enrolment: Qualitative research with small and micro employers

By Department for work & pensions Legislative changes set out in the Pensions Acts 2007, 2008 (and updated as part of the Pensions Act 2011 and 2014) aim to increase private pension saving in the UK and reverse a long-term decline in pension participation rates. The reforms require employers to automatically enrol eligible workers into a qualifying workplace pension scheme and to make a minimum contribution. These employer duties are being introduced between October 2012 and February 2018,...

December 6, 2019
Books, Operation,
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06Dec

Fintechs and financial inclusion

By Gayatri Murthy, Maria Fernandez-Vida As Fintech companies targeting poor and underserved customers grow and scale, there is a lack of granularity on how their business models solve pain points in financial inclusion and what the industry can learn from the iterations in their business models. CGAP launched a fintech initiative in 2016 to better understand these innovations and draw clear linkages to financial inclusion, where they existed. We worked with 18 fintechs in Africa and South Asia that...

December 6, 2019
Books, Labor Market, System Sustainability, ,
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November 2019

29Nov

The Future of Pension Plans in the EU Internal Market: Coping with Trade-Offs Between Social Rights and Capital Markets

By Nazaré da Costa Cabral, Nuno Cunha Rodrigues This edited volume takes a closer look at various European pension-plan models and the recent challenges, trends and predictions related to the design of such schemes. The contributors analyse new ideas, both from national governments and European institutions, and consider current debates on topics such as the Capital Markets Union (CMU) and the so-called ‘European Pillar of Social Rights’ – calling for a new approach to social policy at the European level...

November 29, 2019
Books, Investment, Pension design, , ,
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28Nov

Pensions at a Glance 2019

By OECD The 2019 edition of Pensions at a Glance highlights the pension reforms undertaken by OECD countries over the last two years. Moreover, two special chapters focus on non-standard work and pensions in OECD countries, take stock of different approaches to organising pensions for non-standard workers in the OECD, discuss why non-standard work raises pension issues and suggest how pension settings could be improved. This edition also updates information on the key features of pension provision in OECD countries and...

November 28, 2019
Aging, Articles, Books, Labor Market, Pension design, Reports, Slider-Left, Sustainability, ,
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