Hints and tips:
Related Special Reports
...Many UK businesses with large pension schemes have offloaded them to life insurance companies....
...Private pension funds constitute half of the UK institutional market and the rise in bond yields since the pandemic is now delivering a double whammy to managers’ revenues....
...The leader of the UK’s biggest private sector pension scheme has urged the government to refrain from excessive intervention in how retirement funds are managed....
...The damage was particularly acute in LDI pooled funds, which are managed for mainly smaller pension funds....
...Mutual funds got another boost in the 1980s, as big companies started shifting away from defined benefit pensions....
...They include proposals from the Tony Blair Institute for Global Change to consolidate the UK’s defined benefit and local government pension schemes into £300bn-£400bn megafunds managed by the Pension Protection...
...According to data from investment platform Hargreaves Lansdown, funds such as Fundsmith Equity, Lindsell Train Global Equity and Rathbone Global Opportunities — growth-focused actively managed funds — featured...
...It concluded that Apollo’s limited partnership agreements, with pensions and sovereign wealth groups, stated that such travel and dining expenses should be borne by Apollo, not the funds and its investors...
...In letters seen by Moral Money, the non-profit environmental law organisation ClientEarth wrote to the trustees of the UK’s 12 largest pension funds last week with a stark warning: they could be in breach...
...Shareholders, which include the pension funds Omers and USS as well as the Abu Dhabi and Chinese sovereign wealth funds, would take losses estimated at £5bn, a fact they acknowledged in March when they refused...
...Pension funds have already this month been told that they will have to publicly disclose how much they invest in UK businesses....
...Pension experts agree that in general, DB plans produce better outcomes for workers because the funds are professionally managed and can balance long-lived workers with early deaths, while individual 401k...
...This means that separately managed accounts, along with open-ended, evergreen and listed funds are not included....
...Enter the relatively new CG UK Index-Linked Bond Fund with costs of 0.15 per cent — an actively managed fund close to the price of a passive fund....
...America’s passively managed mutual funds and exchange traded funds — which mimic overall market indices — ended last year with more assets than active ones, following years of strong inflows....
...Yet when you look at flows, even half that amount would help reverse the estimated £14bn withdrawn from UK equity funds last year or boost the £9bn or so in annual flows by UK pension funds into UK equities...
...David Cule Punter Southall London WC2, UK...
...Given that “most [of the 1,960] passive funds available for sale in the UK are overseas ETFs . . . the limited number of labelled passive funds will reduce the choice offered to sustainability oriented investors...
...The company’s shareholders, including pension and sovereign-wealth funds, have refused to inject more cash....
...The reason was the combining of my two employee pensions into a self-managed fund last year. This muddied historical comparisons. Hence the focus on headline returns in my quarterly reviews....
...the inheritance tax advantages of pensions — you will need to spend the money)....
...The category of “religion and belief” even includes ethical veganism since a staffer at the League Against Cruel Sports complained the charity was investing pension funds in companies conducting animal testing...
...It has a catch-all Vanguard Global Bond Index GBP Hedged fund or there’s the more expensive actively managed M&G Global Macro Bond Fund instead....
...savings funds that have the proven ingredients of scale, time horizon and professionally managed diversification that no longer exist in the UK....
...The minister said he was also asking the UK government to fund the production in Ukraine, under licence, of the L119 light gun, a 105mm towed howitzer made by BAE Systems....
International Edition