April 2026
06Apr

AI gaining foothold with younger savings plan members, email remains preferred communications tool: survey

More than half (56 per cent) of plan members say email is the most effective way to communicate with them about their savings plans, according to Benefits Canada’s 2026 Employee Savings Survey. The survey, which polled 500 Canadian plan members, found traditional mail (18 per cent) was a distant second preferred communications tool, followed by an insurance company website (17 per cent) and a financial advisor meeting arranged by an insurance company (14 per cent). During a webinar discussing the survey’s results, Jimmy...

April 6, 2026
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01Apr

Large Language Models in Financial Decision-Making: A Methodological Framework for Evaluating AI Trading Strategies

By Theo Nicolas Sitjar Large Language Models (LLMs) offer new possibilities for financial decision-making, but evaluating their effectiveness in trading requires systematic approaches. This paper describes a practical framework for assessing LLM performance in stock market scenarios. Our method follows a 5-step process: data preparation, prompt engineering, LLM inference, backtesting, and statistical analysis. We include memory mechanisms and standard risk metrics to evaluate trading strategies comprehensively. Through testing against fifteen traditional quantitative baseline strategies, we examine both the potential benefits...

April 1, 2026
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March 2026
10Mar

AI-driven investment strategies could help boost pension schemes’ risk-adjusted returns

Artificial intelligence (AI)-driven investment strategies could help pension schemes improve risk-adjusted returns without increasing portfolio risk, according to SmartWealth Asset Management AG CEO, Dr Miro Mitev. Speaking to Pensions Age, Mitev argued that systematic, AI-based portfolio construction could reduce human bias in investment decision-making while improving the efficiency of portfolio optimisation. “At the end, what success means is actually the performance for a client,” he stated. “If you implement these kinds of tools correctly and properly, and you are following the rules without...

March 10, 2026
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10Mar

Hong Kong Regulators Widen GenA.I. Sandbox Across Financial Services

Hong Kong’s financial regulators have widened a regulatory sandbox for generative artificial intelligence, extending the programme beyond banking to cover securities, asset and wealth management, insurance, pensions and stored-value facilities as authorities push to position the city as a hub for responsible AI use in finance. The new initiative, called GenA.I. Sandbox++, was launched on March 5 by the Hong Kong Monetary Authority, the Securities and Futures Commission, the Insurance Authority and the Mandatory Provident Fund Schemes Authority, in collaboration with Cyberport. It builds on the original GenA.I....

March 10, 2026
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February 2026
24Feb

U.K. Pension savers increasingly turning to AI when starting retirement planning

Pension savers are increasingly turning to artificial intelligence (AI), rather than financial guidance or advice websites, to begin their retirement planning, according to PensionBee. The pension provider analysed data on Google keyword searches and traffic to free advice websites, and found that AI was increasingly satisfying the typical, early-stage needs of pension holders when they start to consider pension and retirement options. It noted that the rise of ‘AI Overviews’ may be reducing the need to go direct-to-source for important information...

February 24, 2026
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20Feb

Are my pensions or investments at risk from an AI bubble?

Artificial intelligence (AI) has been the story driving global markets for the past couple of years. From chipmakers to cloud computing giants, companies associated with AI have driven stock markets to record highs. But alongside the excitement, warnings are growing louder. With several of the so-called Magnificent 7 (Mag 7) seeing declines in recent months, investors are becoming increasingly nervous that the AI bubble is about to burst. If this happens, will it be bad news for your pension or investment portfolio? What...

February 20, 2026
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09Feb

AI and technology shouldn’t replace retirement planning and policy: auditor

Naz Randeria, director of Reliance Auditing Services, was responding to a claim by tech billionaire Elon Musk that retirement savings could become irrelevant in an age of AI abundance. “It may sound visionary, but Australia’s superannuation system exists precisely because the future is uncertain, not guaranteed,” Randeria said. Musk stated in a recent appearance on the podcast Moonshots with Peter Diamandis, that people should not worry about saving for retirement as it will not be necessary in 10-20 years’ time. He suggested...

February 9, 2026
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January 2026
23Jan

Artificial Intelligence and Retirement Planning

By John Cutler, J.D Any views and ideas expressed in the essay are the author’s alone and may not reflect the views and ideas of the Society of Actuaries, the Society of Actuaries Research Institute, Society of Actuaries members, nor the author’s employer. The premise for this essay is that retirees (and pre-retirees) are unlikely to have had experience with artificial intelligence (AI) to any great degree. If you think about most advanced technologies, individuals learn about them in the workplace...

January 23, 2026
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23Jan

Canada Pension Plan’s investment arm criticized over funding for Elon Musk’s xAI, maker of Grok

The Canada Pension Plan Investment Board (CPPIB) is facing criticism for having provided $300 million US for the funding of infrastructure for Elon Musk's xAI, the company behind the controversial Grok artificial intelligence chatbot tool. Musk's xAI has been at the centre of controversy in recent months, after it was discovered that Grok made it possible for people to create sexualized and nonconsensual images of others — including minors. Amid widespread backlash, xAI put some restrictions in place on the...

January 23, 2026
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16Jan

Bridging Skill Gaps for the Future: New Jobs Creation in the AI Age

By Florence Jaumotte, Jaden Kim, David Koll, Elmer Z. Li, Longji Li, Giovanni Melina, Alina Song & Marina M. Tavares The demand and supply of new skills—especially in IT and AI—are reshaping labor markets, impacting wages and hiring. About 1 in 10 job vacancies in advanced economies demands at least one new skill, often appearing first in the United States. The incidence is about half of that in emerging market economies. These skills boost average wages and employment but deepen...

January 16, 2026
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