Advisers – Page 10
-
News
Date with destiny? Schemes mull ‘Brexit day’ valuations
Some UK funds are considering changing the date of formal valuations – but advisers are split on the benefits
-
Country ReportAdvisers, fiduciaries respond to ‘softer stance’ from competition regulator
But some dispute the findings of adverse effects on market and customers from the CMA
-
Country ReportUK schemes must tender fiduciary contracts, competition body says
CMA finds adverse effects on market competition in investment consulting and fiduciary management sectors
-
Country ReportWillis Towers Watson launches bundled service for DB schemes
OneDB combines admin, actuarial and investment services to set schemes on a path to full funding – and, perhaps, consolidation
-
News
Trade war rhetoric should prompt equity rethink, say advisers
Looming tariffs on trade between China and US are a cause for pessimism among consultants and strategists
-
News'Sharp decline' in UK scheme retendering for investment consultants
Share of schemes retendering down 16 percentage points over past 10 years, according to IC Select
-
News
Marks & Spencer seals £1.4bn buy-in deals with Aviva, Phoenix Life
Simultaneous buy-ins include Aviva’s biggest de-risking transaction and Phoenix’s first external deal
-
News
Time to reconsider commodities allocations, consultant argues
‘Investors with passive commodity exposure may be more inclined to consider an active approach’
-
Country ReportDutch transport fund to tender €25bn fiduciary management contract
Vervoer exploring new models for fiduciary management, but says it has no issues with current provider Robeco
-
NewsDutch pension funds lay out aims for three-year ALM studies
Consultants asked to assess risk attitudes, climate change, inflation and ‘premium funding’
-
Country ReportPLSA warns CMA against adding to ‘crowded trustee guidance space’
Competition watchdog also considering measures to inform trustees about switching costs
-
Country ReportConsultants steering trustees towards own fiduciary services, says CMA
Competition watchdog admits that it is ‘not straightforward to say how the practices might impact competition’
-
AnalysisAnalysis: UK regulator decides against relaxing DB transfer rules
Financial advisers told to “start from the assumption” that exiting a defined benefit pension fund is unsuitable
-
News
PIC, Prudential aim to expand de-risking market to small schemes
Plus: JLT Employee Benefits launches price comparison tool for schemes considering buyouts
-
News
Consultant-recommended funds do not beat market, says watchdog
Competition and Markets Authority says analysis fits into its value-for-money scrutiny of sector
-
Country ReportCMA finds evidence of poor competition in consultants sector
Trustees, as customers, are not getting necessary information to judge value for money, says competition watchdog
-
News
Joseph Mariathasan: Are LDI valuations right for an entity like USS?
Matching pension liabilities is seen as a risk management rather than investment issue
-
Country ReportUK roundup: CMA to begin releasing consultants investigation analysis
Plus: London CIV seeks investment oversight software tool, GMC renews fiduciary monitor contract
-
News
Italy’s pensions regulator eases path for ‘direct’ fund investments
Fondi negoziali no longer need full stakeholder approval to invest without an intermediary
-
News
Netherlands roundup: PWRI, Levensmiddelen, AOW, Mercer, APG
Industry-wide schemes reduce state pension offset; Mercer Netherlands, APG, Robeco sign outsourcing agreements
