June 2026
04Jun

US. Are you financially fulfilled? If not, your retirement plans are in danger.

Only 16% of Americans say they're financially comfortable, a new poll found Current money stressors can have a damaging impact on future financial stability in retirement. Present-day financial stress can have long-lasting implications on a person's future retirement - putting millions of Americans with money worries at risk. Almost a third of U.S. adults experience "consistent financial stress," according to a new Edward Jones and Gallup Money and Meaning poll released this week. Those consistent financial stressors include "straining to meet obligations,...

June 4, 2026
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04Jun

Amid market volatility and an ageing population, natural assets endure

Global finance is facing two demographic challenges. The first is the great wealth transfer now underway. Over the next quarter-century, $124trn will move from baby boomers to millennials and Gen Z. In 2025 alone, heirs inherited a record $297.8bn. This is set to be the largest wealth transfer in history, and along with it comes a shift in investment mindset because younger investors are increasingly approaching capital allocation differently. Some 99% of Gen Z and 97% of millennials express interest in sustainable investing. Within this, two-thirds of...

June 4, 2026
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04Jun

US. The Typical Couple’s Cost of Retirement in Every State

A typical American couple needs about $1.16 million saved to retire comfortably—less per person than what a single retiree needs. The average retired couple spends about $84,000 a year, with Social Security covering less than $38,000 of that amount. The savings needed to fill the gap varies widely by state, from $800,000 in North Dakota to as much as $1.33 million in New Jersey and Hawaii. A typical American couple age 65 or older needs about $1.16 million saved to retire...

June 4, 2026
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04Jun

Czech ministry proposes slashing pension fund fees, boosting equity allocations

The Czech Finance Ministry plans legal changes to cut fees charged by private pension ​funds and boost equity investments to improve long-term returns, minister Alena ‌Schillerova said on Wednesday. About 4 million Czechs use funds run by nine private fund managers, but participation has been declining and returns have been weak due to ​conservative strategies and fees. The main proposal for the system, which manages ​around 660 billion crowns ($32 billion) in assets, would scrap performance ⁠fees on capital gains and...

June 4, 2026
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03Jun

Pensions UK backs action on adequacy as retirement living costs increase

The latest Retirement Living Standards (RLS) update from Pensions UK has highlighted the scale of the retirement savings challenge facing UK workers, as the Pensions Commission considers whether minimum automatic enrolment contribution rates should rise in future. The annual standards, calculated by the Centre for Research in Social Policy at Loughborough University, show that a minimum retirement lifestyle now costs £13,900 (€16,000) a year for a single-person household and £22,500 for a two-person household. A ‘moderate’ lifestyle costs £32,700 and...

June 3, 2026
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03Jun

Canada. Pension funds creating social infrastructure, but measurement of impact is required: ICPM

Pension funds can enhance society in a way that doesn’t have to interfere with their fiduciary integrity and financial sustainability, according to a new report from the International Centre for Pension Management. After working on a social infrastructure paper and a roundtable discussion, what at first seemed as a one-and-done presentation became an international working group at the ICPM, according to Gareth Gibbins, a pension and policy expert who co-authored the report and is a member of the working group. Social...

June 3, 2026
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03Jun

How to turn retirement savings into reliable income

Retirement planning ultimately comes down to one question: How can you turn your savings into income that supports the life you want? The challenge isn’t just saving enough—it’s whether those savings can provide reliable income tailored to your needs and priorities while accounting for the risks of unpredictable markets and life events. Why turning retirement savings into income can be difficult Retirement planning is inherently personal, such that no two retirements look exactly alike. Two investors with similar account balances may...

June 3, 2026
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03Jun

Germany’s 2027 pension shake-up: who wins and who loses?

Germany’s life insurance sector is facing its most significant competitive disruption in a generation, according to financial analytics firm Kidbrooke. With landmark pension reform legislation now confirmed, incumbent insurers have a narrowing window to modernise their digital infrastructure or risk being outpaced by nimbler rivals on day one of the new market. The reform centres on the Altersvorsorgedepot, a new state-subsidised private pension savings account passed by the Bundestag in March 2026 and approved by the Bundesrat on 8 May 2026,...

June 3, 2026
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02Jun

Pension funds manage trillions and most still underestimate their social role: report

Pension funds collectively manage more than US$56tn in assets, serve hundreds of millions of members worldwide, and, according to a new report, most still do not recognize the full scope of what they already do. The International Centre for Pension Management released Social Infrastructure Blueprint: A Roadmap for Pension Funds on June 1, arguing that pension funds function as social infrastructure providers whether they acknowledge it or not. The report said failing to recognise that role carries real institutional risk. Gibbins said aging populations and rising inequality...

June 2, 2026
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02Jun

South Korea. [Retirement Pension Investment Strategy] “During Booms, Focus on Indexes… Systematic Investing Is Key to Beating Volatility”

Last year, for the first time ever, the accumulated amount of retirement pension funds in Korea surpassed 500 trillion won, illustrating the continuous growth of the domestic retirement pension market. In addition, the Korean stock market has been experiencing a record-breaking bull run, and the domestic exchange-traded fund (ETF) market has also expanded to 500 trillion won, leading to greater public interest in financial investment than ever before. However, despite this rapid growth, the polarization of returns among retirement...

June 2, 2026
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