Hints and tips:
Related Special Reports
...These owners, which also include pension funds Omers of Canada and Britain’s USS universities scheme, are in a stand-off with regulator Ofwat over the amount of shareholder equity needed to support the water...
...But he added that it would not be right for pension funds to simply invest in home markets due to ministerial pressure....
...Thirty-six “master trusts”, the largest workplace DC pension schemes, held three-quarters of the DC pension sector’s £143bn total assets, or £105bn, as of June, according to The Pensions Regulator....
...Mutual funds got another boost in the 1980s, as big companies started shifting away from defined benefit pensions....
...Fidelity’s Special Situations fund has targeted UK life insurers, seeing growth potential in the bulk annuities market as companies buy out defined benefit pension schemes....
...the inheritance tax advantages of pensions — you will need to spend the money)....
...Once an investment backwater, infrastructure became a favoured area for pension funds looking for yield and protection against market volatility....
...Pension funds and sovereign wealth funds are around 40 per cent of the business. Insurance companies used to be small, but are now about 30 per cent of our business....
...And the wild differences between the investment performance of defined contribution default funds of UK master trusts — a type of pension scheme where multiple employers in different areas pool their staff...
...It often also suits investors such as pension funds to cling on to upbeat, but stale, valuations....
...Broadly, the foreign trust gains and income are only subject to UK tax when trust funds are distributed to UK residents....
...But the damage to client trust had been done....
...The next commission “should come with one initiative covering the key areas that would make a significant step forward”, for example an EU-wide framework for occupational pensions schemes, automatically...
...It also revealed shortcomings in the regulator’s assessment of how these strategies were being used by pension funds....
...But it heaps pressure on firms whose products are too focused on areas that have fallen out of favour, and could force some to merge or seek a buyer....
...The remarks, from the chief of the state-backed workplace pension provider, come as the government has refused to rule out mandating funds to invest in areas to help UK economic growth....
...The government’s response to low valuations of UK stocks has been somewhat unconvincing — telling pension funds to be more transparent as to where they are invested and introducing a £5,000 additional allowance...
...“All EU regulators are really down on PE fund owners right now,” one insurance executive told the FT....
...Technology funds should also be considered and we would recommend Scottish Mortgage Trust and Polar Capital Technology Trust....
...One of our holdings, logistics specialist Wincanton, is no longer pumping over £20mn a year into its pension fund to plug a deficit....
...While some analysts commended him for “grasping the nettle”, others pointed to burgeoning trust issues between the company’s management and shareholders....
...“The culture is like you can’t trust your workers if they are not seen in the workplace. More trust of workers is needed to expand remote work and flex time.”...
...Since then, companies have faced increasing pressure to deliver better returns to shareholders, while pension funds and life insurers have been held to account on their obligation to challenge corporate...
...Pension fund reforms I now turn to pension fund reforms that will increase the flow of capital going to our most promising growth companies in a way that also improves outcomes for savers....
International Edition