News Archives - Page 2 of 977 - Pension Policy International

30SepSeptember 30, 2026

French presidential candidate Philippe pitches later retirement, mandatory savings

French centre-right presidential candidate Edouard Philippe proposed on Tuesday raising the retirement age to 65 and making private pension savings compulsory, tackling one of France’s most politically explosive issues. Pension reform is highly sensitive in France, where ‌workers rely on a public, pay-as-you-go system funded by current contributions, and private retirement savings remain voluntary and limited. With one of the lowest retirement ages in advanced countries at 62.9 years, France’s pension system is sliding into deficit as ‌the population ages, making...

September 30, 2026

NewsDefined Contribution, France, Pension Reform

30SepSeptember 30, 2026

US. PRT Claims Against AT&T Dismissed, but Those Against State Street May Proceed

A Massachusetts federal judge on Monday ruled that claims against AT&T Inc. should be dismissed from a proposed class action lawsuit challenging the company’s $8.05 billion pension risk transfer to Athene Annuity and Life Assurance Co. U.S. District Judge Nathaniel Gorton followed the report and recommendation filed by Magistrate Judge Paul Levenson on August 31, which stated that claims against AT&T in the merged case Piercy et al. v. AT&T Inc. et al. should be dismissed on the grounds that...

September 30, 2026

NewsPRT, US

29SepSeptember 29, 2026

New Sierra Club Analysis Shows U.S. Public Pensions Hold Billions in Fossil Fuel Bonds

Today, Sierra Club released a new analysis of public data published by Urgewald on fossil fuel bond holdings across 40 U.S. public pension funds, finding that fossil fuel debt remains embedded in public pension portfolios and available bondholding data are significantly incomplete. The analysis underscores that even if a public pension has a climate policy, emissions target, or other climate risk-management framework, it can still maintain substantial exposure to the debt of companies pursuing activities that contribute to systemic...

September 29, 2026

NewsClimate crisis, Investment, Pension Management

29SepSeptember 29, 2026

UK. More than a third doubt their pension will provide a comfortable retirement

More than a third (36 per cent) of people do not believe their pension will provide a comfortable retirement, while growing numbers are unsure whether their savings are on track, according to Trafalgar House’s 2026 Trust & Confidence Survey. The survey found that confidence in retirement outcomes remains low, with just 24.4 per cent agreeing that their pension will enable them to live comfortably in retirement, down from 26.3 per cent in 2025. The proportion who strongly agree fell from 6.8...

September 29, 2026

NewsAdequacy, Longevity, UK

29SepSeptember 29, 2026

The ‘one thing worth doing this month’ if you’re near or in retirement, says the head of Ally Invest

National inflation has hovered above the Federal Reserve’s 2% target for the past five years. For retirement savers, this financial pressure has created a unique set of savings challenges, says Kunal Vaed, head of Ally Invest. One of the first steps? “It’s important to build a financial plan and revisit it regularly to dynamically adjust with the market. Many of our customers find it valuable to work with a financial adviser who can help craft their financial plan and make...

September 29, 2026

NewsInvestment, Retirement Planning, savings

29SepSeptember 29, 2026

US. 10 Million Seniors Live in Poverty—Even as They Hold Trillions in Housing Wealth

Older Americans are sitting on enormous amounts of housing wealth. At the same time, poverty among them is rising. About 10 million Americans aged 65 and older lived in poverty in 2025 under the Supplemental Poverty Measure, according to a new AARP Foundation analysis of U.S. Census Bureau data. Their poverty rate reached 15.4%—the highest of any age group. The findings clash with a familiar story about aging in America: Older generations have accumulated tremendous wealth, much of it in their...

September 29, 2026

NewsAdequacy, US

28SepSeptember 28, 2026

Why resilience should define pension scheme investment strategy in an uncertain world

For much of the past two decades, the task facing trustees and investment teams of defined benefit (DB) pension schemes was clear: repair deficits, manage risk and achieve funding stability. That discipline remains vital. But the world pension schemes now operate in has changed fundamentally, and so too must the way we think about investment strategy. The defining challenge today is not risk in the traditional sense. Risk can be modelled, hedged and priced. What schemes increasingly face instead is uncertainty:...

September 28, 2026

NewsInvestment, Pension Management

28SepSeptember 28, 2026

Kenya. Pension sector’s next growth frontier is member engagement

The retirement benefits sector has quietly become a remarkable growth story in the country’s financial system. In under 30 years, it has morphed from a fragmented unregulated sector to managing Sh2.8 trillion in assets, equivalent to 14.5 percent of the gross domestic product. The first phase of the sector’s growth, marked through the enactment of the Retirement Benefits Act and the establishment of the Retirement Benefits Authority (RBA) in 2000, pivoted on regulation to supervise a sector that had operated...

September 28, 2026

NewsCoverage, Enagagement, Kenya

28SepSeptember 28, 2026

Fidelity International Advocates for Pension Reform in Germany

On September 28, 2026, Fidelity International is lobbying the German government to expand its pension reform plans, aiming to address the significant retirement savings gap among workers. The firm’s German private client head emphasized the importance of opening the new personal pension scheme as an optional channel for occupational pensions. With a goal to rank among the top five in the industry, Fidelity believes it can play a crucial role in this market. SMCI's Price-to-Sales (P/S) ratio is approximately 0.56,...

September 28, 2026

NewsGermany, Pension Reform

28SepSeptember 28, 2026

Wealth and longevity planning for a 100-year life

A growing number of retirees face a challenge previous generations rarely had to consider: their retirement may last as long as their working lives. For South Africans retiring in their sixties, a retirement spanning 35 or even 40 years is no longer an extreme scenario. While longer life expectancy is undoubtedly positive, it fundamentally changes how investors need to think about saving, investing and drawing an income in retirement. The question is no longer whether you can afford to retire. It...

September 28, 2026

NewsLongevity, Retirement Planning, South Africa

September 2026