October 2020

23Oct

Annual survey of investment regulation of pension funds and other pension providers 2020

By The OECD This report describes the main quantitative investment regulations that pension funds are subject to in OECD and a selection of non-OECD countries (most of which are IOPS Member countries). This report also covers the investment rules for other pension providers (such as life insurance companies) for some countries, such as Denmark, France, Ireland, Korea, Latvia and Sweden among OECD countries and Jordan among non-OECD jurisdictions. The information reflects the rules in force at the end of...

October 23, 2020
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20Oct

Mercer CFA Institute Global Pension Index 2020

By Merced CFA Institute What makes a world-class pension system in 2020? Pension systems around the world are facing additional pressures in 2020. The widespread economic impact due to COVID-19 has had both immediate and long-term implications for retirees. Additionally, increasing life expectancies and rising pressure on public resources to support the health and welfare of older citizens will affect how citizens around the world will retire in the mid to long-term. “The economic recession caused by...

October 20, 2020
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15Oct

2020 Global Retirement Index An in-depth assessment of welfare in retirement around the world

By NATIXIS With the world facing immediate issues resulting from the coronavirus pandemic and the economic consequences from the response of governments around the world, wildfires and other natural catastrophes triggered by changing weather and climate patterns, and heightened concerns about social justice and income inequality, the long-term goal of retirement security may not appear to be a top global concern in 2020. In reality, though, the crises we are experiencing today will have long-range implications for global retirement...

October 15, 2020
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September 2020

30Sep

Mobilizing Private Finance for Nature

By Benoit Blarel, Giovanni Ruta, Olga Gavryliuk, Pauline Poisson, Fiona Stewart, Samantha Power, Benjamin Guillon, Irina Likhachova & Lisa Choux (The world Bank Group) Biodiversity and ecosystem services, or nature for short, underpin many aspects of economic activity and are deteriorating at an unprecedented level, with potentially far-reaching implications for economies worldwide. Sustained ecosystem damage can trigger regime shifts and generate systemic impacts on human well-being and economies. For example, the degradation of natural ecosystems has been associated with an increase in the probability...

September 30, 2020
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15Sep

Financial Access Challenges for Older Adults

By Joe Valenti In 2017, an estimated 8.4 million households in the United States, representing about 14 million adults, had no checking or savings account at a bank or credit union.1 This figure includes roughly 3.5 million households headed by someone age 50 or older.2 When combining this population—often called the unbanked—with households that have accounts but still use some alternative services such as check cashers or payday lenders, these numbers rise to nearly...

September 15, 2020
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11Sep

2019 World Pensions Forum Held in EU Capital Before G7 Summit

By M. Nicolas J. Firzli The 8th World Pensions Forum was held 23-24 May: 130 pension executives and supranational experts representing $12 trillion in combined assets convened in Brussels to discuss “Effective Asset Ownership”. The Forum was pleased to note that some of our ideas were taken up by the Finnish presidency of the Council of Europe and the G7 Steering Committee – notably the empowerment of women entrepreneurs and the notion of institutional co-investment in private equity and sustainable...

September 11, 2020
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August 2020

14Aug

Regulation of the European Parliament and of the Council on a pan-European Personal Pension Product

By EIOPA THE EUROPEAN COMMISSION, Having regard to the Treaty on the Functioning of the European Union, Having regard to Regulation (EU) 2019/1238 of the European Parliament and of the Council of 20 June 2019 on a pan-European Personal Pension Product (PEPP)1 , and in particular the fourth subparagraph of Article 28(5), third subparagraph of Article 30(2), third subparagraph of Article 33(3), second subparagraph of Article 36(2), third subparagraph of Article 37(2), third subparagraph of Article 45(3) and the third subparagraph...

August 14, 2020
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July 2020

31Jul

A global study on creating inclusive environments for ageing populations Shifting demographics

By The Economist Intelligence Unit People today are typically living to increasingly older ages. This, however, has created challenges in providing health and social services for burgeoning older populations and governments across the globe have been slow to react. What counts now is how societies can maximise this opportunity and provide efective, inclusive environments in which to age.1 This report from The Economist Intelligence Unit (EIU) is based on findings from the “Scaling Healthy ageing, Inclusive environments and...

July 31, 2020
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June 2020

12Jun

UK Pension Market Report 2020

By Research and Markets In 2019, UK pension funds received total contributions of £241 billion, representing a 10% rise over the level of 2018. In 2019, contributions to workplace pensions represented 70% of total contributions and this is expected to rise to 71% in 2020. In 2019, the publisher estimates that 2.4 million new pension products were sold to members of the public. In 2019, just over 21 million employees in the UK had a workplace pension with most of...

June 12, 2020
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May 2020
29May

Allianz pension report 2020 the silver swan

By Allianz Even before the Covid-19 outbreak, societies were becoming more and more fragmented over several social fault lines: culture, education, wealth, place of residence. Many of these overlap: The cosmopolitan, well-educated, wealthy people live in (big) cities, whereas more conservative, low-skilled workers tend to live in the periphery. There is, however, one important social fault line that cuts through all these identities: the generation gap. With demographic and climate change (and now the coronavirus pandemic), the generational...

May 29, 2020
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