July 2025
28Jul

UK pension funds commit further £118m to Octopus affordable housing fund

Octopus Capital said it had raised a further £118m (€136m) for its Affordable Housing Fund from three UK local government pension schemes (LGPS), taking the fund’s total funds under management, including co-investment capital to over £360m. The new investment has come from Strathclyde Pension Fund, a Glasgow-based LGPS, with £50m, London CIV with £58m, and Avon LGPS with £10m. Strathclyde is a new investor, while the London CIV and Avon investments are building on previous contributions to a fund that has attracted...

July 28, 2025
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28Jul

South Korea. Samsung Securities launches pension savings event with gift certificates until 31st

This event targets new customers who sign up for Samsung Securities' pension and existing customers, providing gift certificates based on the amount deposited. The event offers various benefits based on the net deposit amount. The net deposit amount is calculated by combining the ▲new deposits ▲transfer from other companies’ pensions ▲conversion from matured Individual Savings Accounts (ISAs) during the period. First, the 'Pension Savings Together Event' is an event that awards gift certificates based on the net deposit amount of at...

July 28, 2025
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25Jul

UK. Over half DB schemes view regulation as biggest risk to endgame strategy

More than half (51.6 per cent) of defined benefit (DB) pension schemes view regulation as the greatest risk to their endgame strategy, according to research from Hymans Robertson. The consultancy’s State of the Nation paper, part of its Excellence in Endgames hub, showed that aside from regulation, schemes identified investment risk (25.8 per cent), longevity risk (19.4 per cent), and sponsor covenant (3.2 per cent) as other key concerns in pursuing their endgame strategies. Additionally, the report showed that among those considering running on as...

July 25, 2025
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25Jul

US. NCPERS Warns of Risks From Dismantling Public Pensions

In its 2025 update of its 2018 report, “Unintended Consequences: How Scaling Back Public Pensions Puts Government Revenues at Risk,” the National Conference on Public Employee Retirement Systems found that public pensions produced $445.2 billion more in state and local revenues than taxpayers contributed in 2023. According to the update, state and local public pensions are a “powerful economic engine,” generating more than $660 billion and contributing nearly $3 trillion in economic output in 2023. While policymakers grapple with decisions...

July 25, 2025
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25Jul

Sustainable funds see global recovery, driven by European investors

Global sustainable funds have made a comeback, marking a notable improvement from the outflows seen in the previous quarter, according to data published today. The latest global figures published by Morningstar show that global ESG funds recorded an estimated net $4.9bn (€4.16bn) in the second quarter of 2025. This recovery was driven by European investors, with ESG funds drawing $8.6bn of net inflows over the past three months, after redeeming $7.3bn in the prior quarter, the firm said. This rebound comes after...

July 25, 2025
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24Jul

Global pension assets reach US$61.5 trillion in 2024: report

Pension assets grew to US$61.5 trillion by the end of 2024, with a nominal growth rate of 8.5 per cent since the end of 2023, according to a new report from the Organisation for Economic Co-operation and Development. The final tally for 2024 beat the previous record of $59.7 trillion in 2021, due to significant investment gains seen in equity holdings. However, the report found assets equivalent to 92 per cent of gross domestic product in U.S. dollars was down...

July 24, 2025
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24Jul

Why nature-related risk is the next strategic priority for pension schemes

Climate-related risk is now firmly embedded in trustees’ responsibilities and consciousness. However, the broader environmental agenda, including biodiversity loss, natural capital depletion and ecosystem degradation, impacts pension schemes (through investment implications, economic stability generally and the long-term financial wellbeing of members) and now demands board-level attention. With the World Economic Forum ranking biodiversity loss among the most severe global risks, stakeholders are increasingly recognising that reporting frameworks should reflect its value. In 2024, 320 organisations from over 40 countries (accounting...

July 24, 2025
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24Jul

HSBC highlights trends shaping longevity economy, reveals factors driving wealth creation

HSBC hosted a Future Wealth Conference at The Rosewood Hong Kong earlier this month, bringing together industry leaders, financial experts and high-net-worth individuals to explore the forces reshaping wealth in an era of rapid change. The conference was an exclusive event for the bank’s Premier Elite clients. The conference, themed “Unpacking Trends, Unlocking Opportunities”, focused on three critical areas: the opportunities and challenges of extended lifespans, the transformative potential of artificial intelligence (AI), and the shifts seen in consumer behaviour,...

July 24, 2025
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24Jul

EBRI: Long-Term Care One of the Most Under-Addressed Retirement Risks

In a July 22 webinar, the Employee Benefit Research Institute and Morningstar revealed that employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports, as well as longevity influence their financial readiness in retirement.  The webinar was based on findings from EBRI’s “Employee Long-Term Care Survey,” fielded in 2024, as well as results from Morningstar’s “The Overlooked Cost: How Long Term Services and Supports Impacts Retirement-Income Adequacy,” released in May.   “America is aging, yet nearly 40% of households...

July 24, 2025
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24Jul

The countries where workers can dip into their pension pots early, mapped

British workers could soon be allowed to access part of their pension savings long before retirement, under proposals reportedly being considered by Labour. The idea, dubbed “sidecar savings,” would let people draw down a small portion of their pension for emergencies or major life events – potentially at any age. Supporters argue it could help those living pay slip to pay slip, while critics warn it risks draining retirement funds too early. But the UK wouldn’t be the first to do it. A growing number of...

July 24, 2025
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