May 2025
13May

Pension funds ‘to unlock up to £50bn’ of investment, with half for UK firms

The bosses of 17 of the UK’s biggest pension funds have struck a deal with the government that it claims will release up to £50bn worth of investments, with at least half earmarked for British assets including clean energy projects and homegrown startups. Fund managers including Aviva, Legal & General, M&G, Phoenix and the Universities Superannuation Scheme have agreed to sign a new “Mansion House accord” that will lead to at least 10% of their workplace pension schemes being invested...

May 13, 2025
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13May

Baby Boomers vs. Gen X: How They Approach Retirement Differently

Nobody wants to hear they’re becoming their parents, but as we age, it's often inevitable. It’s hard to escape it when their morals, values, and idiosyncrasies have been etched into our brains. Unless, however, we’re talking about retirement saving, planning and investing. When it comes to baby boomers and Gen Xers, their approaches couldn’t be more different. Baby Boomers, born between 1946 and 1964 (according to Pew Research), number 69 million strong. Pew places Generation X, or Gen X, as those...

May 13, 2025
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13May

Pension Gaps and Inflation: The struggle for a secure Nigerian retirement

Across the African continent, the aspiration for a peaceful and financially secure retirement has remained a common dream for generations. For many today, particularly in Nigeria that vision is becoming increasingly difficult to attain. The harsh realities of the current economic landscape, defined by soaring inflation, a continually rising cost of living, and limited access to pension schemes for millions of workers, especially those in the informal sector, have made retirement planning more complex and uncertain than ever. In Nigeria, as...

May 13, 2025
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13May

Swiss pension industry faces mounting skills shortage as funds invest in training

The Swiss occupational pension sector is facing a deepening shortage of skilled workers, a trend expected to intensify in the coming years. Larger pension funds are increasingly investing in training programmes to attract career changers and mitigate the talent gap. Sandro Meyer, a member of the executive board at Zurich Switzerland, told IPE that the shortage of qualified professionals is becoming a critical challenge for the industry. This is partly due to demographic shifts – there are simply fewer young people entering the...

May 13, 2025
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13May

As Thailand markets itself as retirement haven, its tourism sector struggles to find young workers it desperately needs

Thailand is accelerating toward an aged society, much like Japan, with major economic implications looming. As of 2023, over 20% of Thailand’s population is aged 60 or older, officially classifying the country as an “aged society.” The National Economic and Social Development Council (NESDC) projects that by 2037, more than 30% of Thais will be elderly, significantly reducing the working-age population. At the same time, Thailand’s total fertility rate has plummeted to 1.08 births per woman in 2023, far below...

May 13, 2025
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12May

UK. Only half of mid-retirees confident they are on track to make their private pension last for life

New research by Aviva and Age UK has found only half (48%) are confident they are on track to make their private pension savings last for life[1]. Just over a quarter (26%) reported feeling financially secure, with women (19%) feeling less financially secure than men (32%). The research surveyed 1,000 mid-retirees aged 65-75 who have a private pension and are on a moderate retirement income, and do not pay for financial advice or have a final salary pension over £20k...

May 12, 2025
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12May

Massive US pension fund announces seismic shift away from one type of risky investment: ‘Poses a real threat’

The New York State Pension Fund will be divesting over $30 million in investments across 39 coal, oil sands, and shale oil and gas companies, according to Net Zero Investor. Meanwhile, it will be pouring $2.4 billion into climate funds. The new investment includes the FTSE Russell TPI 1000 Climate Transition Index, the Oaktree Power Opportunities Fund VII, and the Vision Ridge Partners Sustainable Asset Fund IV. These funds support electrical infrastructure, renewable energy generation, agriculture adaptation, and decarbonization. The new investments are part of...

May 12, 2025
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12May

China. Eld­erly patients to get improved clin­ical care

China plans to build more clin­ics spe­cial­iz­ing in geri­at­rics at major hos­pit­als and strengthen their cap­ab­il­it­ies as part of broader efforts to address the needs of a rap­idly aging soci­ety, accord­ing to a recent guideline released by the National Health Com­mis­sion. The updated guideline on the estab­lish­ment and man­age­ment of clin­ics for eld­erly patients, issued on Thursday, replaces an earlier ver­sion from 2019. It man­dates that hos­pit­als in the upper two tiers of the coun­try’s three-tier hos­pital sys­tem estab­lish such clin­ics...

May 12, 2025
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09May

One of the Largest Teacher Pension Funds in the U.S. Sold Nvidia, Tesla, and Apple and Piled Into a Popular Pharmaceutical Stock Up 395% Over the Last 5 Years

With the second quarter of 2025 now over a month old, many investment funds will soon begin disclosing what stocks they held at the end of the first quarter, essentially providing investors a glimpse of what they bought and sold. It's a particularly interesting time to see how large institutional funds invested early in the year, given all of the volatility. First-quarter filings won't show what the market did in April, following President Donald Trump's "Liberation Day" announcement on April...

May 9, 2025
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09May

UK. TPT preparing to launch first multi-employer CDC scheme

TPT Retirement Solutions is preparing the UK’s first multi-employer collective defined contribution (CDC) pension scheme, it announced today. It follows confirmation from pensions minister Torsten Bell that legislation to enable CDC schemes to operate will be laid before parliament later this year. Bell welcomed TPT’s announcement today, adding that CDC schemes were “set to be an important, innovative addition to the UK pensions’ landscape with the potential to improve the pension outcomes for millions of savers”. TPT first announced its interest in the CDC...

May 9, 2025
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