We found 140 resources matching your search…

Sort by
Pensions
Real asset investors see returns in sustainability
Real asset investors continue to favour environmental, social and governance (ESG) factors, especially sustainability in real estate, according to Aviva Investors’ Real Assets Study 2024.
Visit arrow right black
Pensions
Ensuring future retirement adequacy
Many individuals are having to make difficult adjustments and tighten belts in retirement.
Download arrow right black
Pensions
There is a rush for professional trusteeship
With the growing burden of pension regulation and closure of defined benefit schemes, trustee boards are becoming increasingly professional and turning to commercial trustee firms for support.
Download arrow right black
Pensions
Trustees need to reassess their long-term objectives
DB schemes have seen significant changes over the last couple of years and, for many, the improvement in funding levels has been a significant turning point.
Visit arrow right black
Pensions
Consequences of a new mortality trend
Understand the trends and drivers for future changes in mortality to make more informed judgments on the future of your defined benefit pension scheme.
Download arrow right black
Pensions
Isio’s 2024 Professional Independent Trustee Survey
Now a regular industry fixture, Isio's survey is back for its fourth edition. Professional trustee firms have had another busy year – both servicing existing clients with high levels of activity and managing...
Visit arrow right black
Pensions
Unlocking mortality trends: A key to better outcomes
Clearer insights into mortality trends can help ensure better outcomes for members, trustees and sponsors of defined benefit pension schemes.
Visit arrow right black
Pensions
Putting a price on retirement
A framework to explain to clients how they may approach retirement spending.
Visit arrow right black
Pensions
TPR Annual Funding Statement 2024
The Pension Regulator's 2024 Annual Funding Statement shows most schemes have seen material improvements in funding levels and calls for trustees and employers to reassess their long-term objectives.
Visit arrow right black
Pensions
Understanding the impact of ‘pot for life’ proposals
Proposals to introduce member choice and stapling in workplace pensions in the UK have the potential to profoundly change the market for savers, employers, and providers.
Visit arrow right black
Pensions
Strategies for Winning the Endgame
This paper from VLK aims to broaden the thinking around the pensions endgame, acknowledging that buyout is the Gold Standard, but simultaneously raising the question “is it the be-all and end-all?”
Visit arrow right black
Pensions
Pension transfer decision making
Transferring pensions is a complex and risky decision, but one that people may make rapidly, focusing on near-term benefits over long-term value.
Visit arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
IQ logo