June 2025
04Jun

Decumulation dilemmas: What are they and how to navigate them?

The investment lifecycle from accumulation to decumulation comes with many dilemmas but there are four key challenges in particular, according to Olivia Geldenhuys, head of investment specialists at Tatton Investment Management Speaking at the Personal Finance Society roadshow today (June 3), Geldenhuys explored strategies for managing risk and protecting portfolios during market downturns. She outlined there are four key challenges when it comes to decumulation which are: longevity risk, sequence of returns, inflation erosion, and behavioural biases. “Your role as a financial...

June 4, 2025
News,
Read more...
04Jun

Mongolia. Draft Law on Private Supplementary Pensions to Be Submitted

During its regular session on June 4, 2025, the Cabinet of Mongolia discussed the draft Law on Private Supplementary Pensions and decided to submit it to the State Great Khural (Parliament) of Mongolia. The draft Law is designed to regulate the implementation of private supplementary pension programs, the accumulation of supplementary pension funds, investment of pension funds, provision of private supplementary pensions, inheritance of pensions, the creation of databases, monitoring, and the protection of stakeholders' rights and interests. The adoption of the Law...

June 4, 2025
News, ,
Read more...
03Jun

New York City Pension Funds Double Down On Decarbonization – New Expectations Will Impact Managers And Their Portfolio Companies

Over the last few months, most of the attention in the climate space in the U.S. has been on the dramatic, and expected, shift in federal government policy. United States New York Environment Over the last few months, most of the attention in the climate space in the U.S. has been on the dramatic, and expected, shift in federal government policy. However, some "blue state" officials continue to seek to advance decarbonization agendas. In this post, we discuss recently announced...

June 3, 2025
News, ,
Read more...
03Jun

What The Chancellor’s ‘Megafunds’ Plan Means For UK Pensions

UK pension savers are already used to jargon but will have to add “megafunds,” “LTAFs” and “legislative backstop” to their lexicon following substantial changes made to the industry in recent weeks. The Labour government, less than a year in power, is keen to overhaul UK pensions with a view to improving returns for the £800 billion invested in UK defined-contribution schemes and create a virtuous circle where this investment boosts the ailing domestic economy. The UK is looking to Australian and...

June 3, 2025
News,
Read more...
03Jun

Nigeria. PTAD explores health insurance expansion for pensioners

The Pension Transitional Arrangement Directorate has sought to expand the pilot phase of its collaboration with the National Health Insurance Authority to enable more pensioners to benefit from health insurance coverage. This was indicated in a statement following a recent visit by the Executive Secretary of PTAD, Tolulope Odunaiya, to the office of the Director-General of the National Health Insurance Authority, Dr. Kelechi Ohiri. In 2023, PTAD and NHIA entered into a collaboration to provide health insurance coverage for pensioners under...

June 3, 2025
News,
Read more...
03Jun

Study Shows Value of Personal Savings in Retirement

A recent national study validates the importance of having personal savings as a primary source of income in retirement. According to the study, personal savings (including individual retirement accounts and other investment accounts) are expected as a primary source of retirement income by government workers in the education (74%), public safety (78%), health and human services (75%), and other state/local government (73%) sectors. Along with a WRS pension, a supplemental retirement savings plan like the Wisconsin Deferred Compensation Program (WDC) is equally important for...

June 3, 2025
News,
Read more...
02Jun

US. Milliman analysis: Public pension funding stable in April after plans end volatile month with slight market gain

Milliman, Inc., a premier global consulting and actuarial firm, today released the latest results of its Public Pension Funding Index (PPFI), which analyzes data from the nation’s 100 largest public defined benefit plans. Despite April market swings caused by trade and tariff uncertainty, the Milliman 100 PPFI plans closed the month with estimated investment gains of 0.4% in aggregate. Individual plans’ estimated returns ranged from -1.8% to 1.4%. Combined, the plans added about $24 billion in market value during the...

June 2, 2025
News, ,
Read more...
02Jun

Sweden. Market turbulence is evident in insurance and occupational pension companies’ capital investments

During the first quarter of 2025, the market value of insurance and occupational pension companies' investment assets decreased to SEK 7,646 billion, from SEK 7,836 billion at the end of the previous quarter. Compared to the first quarter of 2024, the market value has increased 1,5 percent from SEK 7,530 billion. The quarter in brief ”Market turbulence over the past quarter has led to lower capital investments, especially in shares”, says Malcolm Svensson Rothmaier, economist at Statistics Sweden. In the...

June 2, 2025
News, ,
Read more...
02Jun

Côte d’Ivoire’s CNPS Assets Grow from $40M to $2B in 13 years

 CNPS announces asset growth from $40 million in 2012 to $2 billion in 2025 • Nearly half of funds are invested in state bonds, with 35% in listed equities • Fund aims to finance pensions using investment returns, not contributions Côte d’Ivoire’s National Social Security Fund (CNPS) announced on Wednesday, May 28, 2025, during the African Development Bank Group’s annual meetings in Abidjan, that it currently manages over 1,000 billion CFA francs ($2 billion) in assets. These funds are spread across various financial product...

June 2, 2025
News,
Read more...

May 2025
30May

Jobs in MENA: How transforming pension systems can boost inclusion, equity, and prosperity

Pension systems globally have faced challenges in fulfilling their commitment to providing adequate financial security for individuals in their old age. In developing countries, pension coverage is often low, and benefits frequently fall below the poverty line. The design of the pensions systems, among other factors, tend to exacerbate informality, with only a fraction of formal workers receiving pensions. The low coverage and the little redistribution leads low wage workers to end up subsidizing high wage workers. The way...

May 30, 2025
News, ,
Read more...