November 2025

The real obstacle to EU capital market integration is unreformed pension systems

A pension system crisis is looming in the European Union. As their populations age, EU countries must address their often alarmingly high levels of unfunded public pension liabilities, which typically vastly exceed countries’ gross public debt levels (Figure 1). These liabilities are calculated from current life expectancies, effective retirement ages and pension benefit levels. Many, if not all, EU governments will in the coming years have to change these pension system provisions and renege on earlier promises made to...

October 2025

The Future of Retirement Security An International Comparison through the Lens of Adequacy, Sustainability, Equity and Plan Design

By Surya Kolluri, Catherine Reilly & David P. Richardson Countries around the world are considering and implementing reforms to their retirement systems for a variety of reasons, including increasing demographic and economic pressures. A key demographic driver is human longevity. For example, the average retiree can expect to spend about two decades in retirement, roughly double the time from 50 years ago. In the United States, life expectancy has risen by 17 years since the Social Security program debuted nearly 90...

French PM survives no-confidence votes after making pension concession

French Prime Minister Sebastien Lecornu survived two no-confidence votes in parliament on Thursday, winning crucial backing from the Socialist Party thanks to his pledge to suspend President Emmanuel Macron’s contested pension reform. The two motions presented by the hard-left France Unbowed and the far-right National Rally (RN) secured just 271 and 144 votes respectively — well short of the 289 votes needed to bring down Lecornu’s days-old government. Lecornu’s offer to mothball the pension reform until after the 2027 presidential election...

UK. Savers back pension reforms despite cost-of-living strains

Despite the cost-of-living strain, most savers are continuing to save into their pension, research from Pensions UK has found, with 4 per cent of savers having reduced pension contributions. The research showed that many are struggling, as 44 per cent of people say their financial situation is worse than 12 months ago, up from 34 per cent in 2024. As a result, many are cutting back on everyday spending, including eating out (39 per cent), takeaways (35 per cent), holidays (32...

Why Europe can’t face its pension black hole

France's political standoff shows how European governments, caught between the demands of their ageing electorates and the need to keep spending in check, keep struggling to fix the pension-shaped holes in their budgets. The right to a pension has been a central plank of the European social contract for decades. But longer life spans and fewer births mean most governments can't afford to have people retiring on a full pension in their early 60s, as was once the norm. The Week...

French PM backs freezing Macron’s pension reform to save government

French Prime Minister Sébastien Lecornu has told parliament he backs suspending controversial 2023 pension reforms, in the face of crucial votes of no-confidence later this week. The changes, which raised the retirement age from 62 to 64, were seen as signature reforms in Emmanuel Macron's presidency. "This autumn I will propose to parliament that we suspend the 2023 pension reform until the [2027] presidential election," Lecornu said to applause from left-wing parties. Lecornu was reappointed prime minister last week only four days...

Modifying pension reform would be very costly for France, says finance minister

Any plans to modify France's pension reforms - whose unpopularity is one of the reasons behind the country's political crisis - would be very costly for the economy, said acting French finance minister Roland Lescure on Wednesday. "Modifying the pension reform will cost hundreds of millions in 2026, and billions in 2027," Lescure told France Inter radio. Elisabeth Borne, a former Prime Minister and the country's current caretaker education minister, told Le Parisien newspaper on Tuesday that she was open to suspending the pension overhaul...

UK. Six key challenges for the revived Pensions Commission

Aon has warned that the government’s revived Pensions Commission will face major structural hurdles if it hopes to deliver meaningful reform to the UK’s pension system. In a new paper exploring the aims of the Pensions Commission, Matthew Arends, head of UK retirement policy at Aon, argued that the commission’s narrow remit may stop it from addressing the root causes of poor retirement adequacy. He warned that by being instructed to “build on the foundation of the state pension” rather than...

UK. How pension reform is reshaping retirement income

The UK’s retirement market stands once again at the brink of profound change. The FCA’s December 2024 consultation paper – creatively titled CP24/27: Advice Guidance Boundary Review: Proposed Targeted Support Reforms for Pensions – paired with the upcoming Pensions Schemes Bill 2025, represents a regulatory double act poised to transform how retirement income solutions are delivered. This approach represents a critical evolution beyond existing Pension Freedoms (2015) legislation, where retirees frequently struggled with overwhelming choice, leading to premature withdrawals or complete indecision. Guided...

September 2025

Germany proposes a solution to the pension crisis: a monthly ‘salary’ for children aged 6 and over

“The welfare state we have today is no longer financially sustainable,” German Chancellor Friedrich Merz stated at a CDU event at the end of August. His remarks follow the government’s agreement to push through a reform of the pension system, aimed at containing the deficit. To address this, Merz proposed incentivizing private savings from an early age as a potential solution. The “Early Start Pension” initiative suggests that children aged six to 18 attending school would receive €10 per month from the German government, which would...