May 2025
09May

The Purple Book 2024. DB pensions universe risk profile

By Pension Protection Fund The Purple Book, also known as the Pensions Universe Risk Profile, highlights trends in DB scheme funding, demographics and asset allocation. It provides us with an in-depth understanding of the risks we face from the universe of schemes we protect. The 19th edition of the Purple Book shows the strong net funding position of the universe of DB pension schemes has remained largely stable over the past year. For this year’s Purple Book, we’ve used an enhanced roll-forward...

May 9, 2025
Books, Books, Reports, System Characterization, , , , ,
Read more...

April 2025
25Apr

The future of pensions and retail investment in the EU

By Maximilian Bierbaum & Sheenam Singhal In the debate on the future of capital markets in Europe, widening retirement saving and widening retail investment are the potential missing link. But there is a danger that by dealing with the two topics in isolation, EU policymakers will miss the bigger picture. We think this needs to change. Neither pensions nor more retail investment can solve this problem on their own. To really move the dial, we need both – and there...

April 25, 2025
Books, Books, Investment, Reports, , ,
Read more...
25Apr

Adequacy of future retirement incomes: new evidence for private sector employees

By Jonathan Cribb, Laurence O'Brien & David Sturrock In this report and the accompanying report on policy recommendations (Cribb et al., 2024a), we focus on the outlook for the adequacy of employees’ retirement incomes and changes to automatic enrolment. We do not here consider reforms that we broadly define as aimed at changing investments, costs and returns (including ‘pot for life’ and collective defined contribution pensions) but will return to consider these later in the Pensions Review. A separate report...

April 25, 2025
Books, Books, Pension design, Reports, , ,
Read more...
16Apr

Retirement in the USA: The Outlook of the Workforce 25th Annual Transamerica Retirement Survey

By Transamerica Institute Retirement in the USA: The Outlook of the Workforce, a collaboration between Transamerica Center for Retirement Studies (TCRS) and Transamerica Institute, delves into the retirement prospects of the U.S. workforce including workers who are employed by others, self-employed workers, and workers who are unemployed but looking for work. Based on a survey of more than 6,100 members of the workforce, the report delves into their life priorities and outlook, personal finances, retirement expectations, and how they are saving,...

April 16, 2025
Books, Books, Labor Market, Reports, System Characterization, , , ,
Read more...
11Apr

The Social Security Retirement Age

By Congressional Research Service The Social Security full retirement age (FRA) is the age at which workers can first claim full (i.e., unreduced) Social Security retired-worker benefits.1 Among other factors, the age at which an individual begins receiving Social Security benefits has an impact on the size of the monthly benefits. Claiming benefits before the FRA can substantially reduce monthly benefits, whereas claiming benefits after the FRA can lead to a substantial increase in monthly benefits. Benefit adjustments are made...

April 11, 2025
Books, Books, Labor Market, Reports, System Sustainability, , , ,
Read more...
09Apr

State of Social Protection Report 2025: The 2-Billion-Person Challenge

By The World Bank   Today, more people have access to social protection now than at any point in history. Over the last decade, 4.7 billion people across low- and middle-income countries gained access to social protection. However, critical gaps remain. Two billion people in those countries remain uncovered or inadequately covered by social protection. The State of Social Protection Report 2025: The 2-Billion-Person Challenge documents advances and challenges to strengthening social protection and labor systems across low- and middle-income countries and...

April 9, 2025
Books, Books, Reports, System Characterization, , , ,
Read more...
04Apr

ESG KPI report 2025. Managing what you measure

By Invest Europe Tackling climate change and standing strong on responsible investment themes, such as diversity and zero tolerance to corruption, are among the greatest challenges – and responsibilities – facing the European private equity industry today. These considerations are not only at the forefront of policymakers’ and investors’ minds, but also ever more central to consumers when they decide how to spend their money. We are firm believers in the saying that you cannot manage what you don’t measure. With...

April 4, 2025
Books, Books, Pension Management, Reports, , , ,
Read more...
04Apr

ESG investing: a global investor survey

By AXA Investment Managers We are committed to responsible investing and supporting the transition to sustainable economies. As long-term custodians of wealth, we strive to identify and back environmental, social and governance (ESG) leaders that can protect and grow client portfolios. In doing so, we believe that understanding customer perspectives is paramount, which is why we carried out this extensive study on individual views toward ESG investing across various markets, regions, and demographics.   Get the report here

April 4, 2025
Books, Books, Investment, Reports, , , ,
Read more...

March 2025
28Mar

Future-Proofing the Longevity Economy: Innovations and Key Trends

By World Economic Forum The world is at a pivotal moment in its demographic transition, with more than one in four people now living in countries where the population has peaked. This shift, coupled with increasing life expectancy and declining birth rates, presents both urgent challenges and unprecedented opportunities. Building on the Longevity Economy Principles, this white paper synthesizes five key trends shaping the future of the longevity economy: building resilient public retirement systems; transitioning from savings accumulation to decumulation; enhancing the...

March 28, 2025
Aging, Articles, Books, Books, Reports, , , ,
Read more...
21Mar

Meeting the Growing Demand for Age-Friendly Care: Health Care at the Crossroads

By The John A. Hartford Foundation America is aging rapidly. Those age 65 and older are the fastest-growing segment of the population. From 2025-2050, the number of adults 65+ will increase by 30%, from 63 million to 82 million, accounting for nearly one quarter (23%) of the total population by mid-century. And the “oldest old” ranks are growing even faster: the number of adults age 85 and older is projected to more than double between 2025 and 2050, from 7 million...

March 21, 2025
Aging, Books, Books, , ,
Read more...