February 2026
04Feb

US. Mark Levine’s Priorities at the NYC Pension System

New York City Comptroller Mark Levine wants to increase the city’s pension investments in affordable housing, and will not slow down on the city’s sustainability initiatives, Levine said in an interview with CIO.  As comptroller, Levine oversees the five New York City pension systems—the Teachers’ Retirement System, Employees Retirement System, Police Pension Fund, Fire Pension Fund, and the Board of Education Retirement System—which collectively manage $311.35 billion in assets. “My No. 1 obligation in this role is to protect the retirement assets of the three-quarters of a million people who...

February 4, 2026
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January 2026
29Jan

JPMorgan (JPM) Buys UK Pensions Platform WealthOS

JPMorgan Chase & Co. (NYSE:JPM) is one of the 11 Most Profitable Cheap Stocks to Invest In Now. On January 22, Reuters reported that JPMorgan Chase & Co. (NYSE:JPM) has completed a deal to acquire WealthOS, a UK-based pensions technology platform. This information comes from an internal memo seen by Reuters. This transaction is expected to strengthen JPMorgan Chase & Co.’s (NYSE:JPM) presence in the pensions industry and position the company to benefit from the growing demand for retirement planning products...

January 29, 2026
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23Jan

Decoding Pension Funds: Sustainability Indicators for Annual Report Analysis

By Leticia Martins Medeiros, Clea Beatriz Macagnan & Rosane Maria Seibert Pension funds’ growth highlights the need to emphasize fiduciary duty and investment sustainability, considering the current and future participants’ interests (priority stakeholders) and systemic risk reduction (environmental, social, economic, and governance effects). Therefore, this study builds sustainability indicators based on the interests of pension fund stakeholders. The methodology comprised five stages: the first consisted of analyzing Annual Information Reports to create a preliminary list of indicators; the second involved...

January 23, 2026
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23Jan

Global Pension Assets Study – 2025

By Thinking Ahead Institute The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). These geographies now stand at US$58.5 trillion in pension assets and account for 68% of the GDP of these economies. The study, conducted by WTW and the Thinking Ahead Institute since the 1990s, includes an analysis of the seven largest markets (the P7): Australia, Canada, Japan, Netherlands, Switzerland, UK and the US, which comprise 91% of total pension assets. Pension...

January 23, 2026
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16Jan

South Korea. National Pension Fund Surpasses 1,500 Trillion Won Mark

The National Pension Fund, which surpassed 1,400 trillion won at the end of last year, is understood to have broken through 1,500 trillion won in just two weeks, riding on KOSPI’s rally, which broke all-time highs for 10 consecutive trading days. According to investment banking (IB) industry sources on Jan. 15, the National Pension Fund’s asset management scale recently exceeded 1,500 trillion won. This represents an increase of nearly 30 trillion won this year from the provisional figure of approximately...

January 16, 2026
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15Jan

UK. Pensions administration to become ‘core’ governance function by 2030

Pensions administration is set to move from a back-office operation to a core element of scheme governance by the end of the decade, driven by regulatory pressure, technological change, and heightened risk awareness, LCP has predicted. Writing in a blog post, LCP senior consultant, Ella Holloway, said the revised administration guidance from The Pensions Regulator (TPR) had clarified expectations for trustees and signalled a shift in how administration should be viewed, placing it firmly at the centre of effective governance rather than...

January 15, 2026
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09Jan

The future of public pension provision in the UK: challenges and trade-offs

By Jonathan Cribb , Carl Emmerson & Heidi Karjalainen The UK state pension system faces significant challenges given the country’s ageing population, but at the same time it is crucial for retirement finances: state pensions make up on average almost half of income for recently retired households. Reforms coming into force in 2010 and 2016 have increased universality, and most future pensioners will receive a full (flat rate) state pension. Policy-makers seeking to limit the cost of the system have...

January 9, 2026
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09Jan

UK. DWP told to introduce state pension ‘means test’ to ‘guarantee its survival’

The Department for Work and Pensions has been told to "means test" the state pension to "guarantee" its survival. Craig Mackinlay, writing in the Telegraph, called on the Labour Party government and the DWP to make changes. Mackinlay of Richborough is a member of the House of Lords. He was previously the MP for South Thanet and served on the DWP and Public Accounts Select Committees. He is also a chartered accountant and tax adviser. He explained: "My solution was a...

January 9, 2026
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06Jan

Global investment outlook: Navigating a complex landscape

From the impact of US trade tariffs to the continued growth of private markets, and from climate change investing headwinds to the artificial intelligence (AI) megatrend, there have been plenty of challenges and opportunities for investors to navigate over the past 12 months. Pensions Expert asked consultants and asset managers for their views on the continued dominance of US equities in investment portfolios, how to mitigate geopolitical risks, and whether private markets have been overdone. AI continues to dominate as a...

January 6, 2026
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December 2025
23Dec

UK. A Christmas wishlist for the pensions industry

By Nick Reeve With the festive break upon us, it’s time to find out what the pensions industry really wants for Christmas this year. Pensions Expert asked representatives of 21 organisations from across the UK retirement industry to come up with one ‘Christmas wish’ – something they would like to see over the next 12 months. From a smooth passage for the Pension Schemes Bill to collective defined contribution (CDC) schemes becoming a reality, from defined benefit (DB) endgames to the Pensions...

December 23, 2025
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