Fees & Costs
In-depth reporting on the costs associated with asset management services for our pension fund and asset management readers from IPE’s award-winning journalists - plus, fees & costs special reports
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NewsEU Taxonomy costs hit ‘several million pounds’ for some FIs, finds government research
Financial institutions are more likely than real-economy companies to have already updated their data systems to account for the taxonomy
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NewsPension Protection Fund could lower the levy further, claims WTW
WTW claims that even if PPF distrust the government to bring the levy back, it could lower it below £100m
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NewsEU should centralise ESG disclosures to cut costs for investors, says think tank
The cost of disclosing sustainability information under European Union regulation could be slashed by €5bn, according to a German think-tank. Theia Finance Labs, a spin-off from 2° Investing Initiative (2DII), has published a series of suggestions for how European policymakers could make reporting rules significantly less expensive for the private ...
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NewsLocal Pensions Partnership Investments hits £200m cost savings
CEO Chris Rule says greater pooling of funds could help deliver scale and better cost savings
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NewsMedian investment fees for fiduciary management fall by over 50%
A significant driver in this fall has been price competition between fiduciary managers as they have sought more cost-effective ways to implement investment strategies
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NewsSweden’s AP buffer funds criticise government proposals to merge them
AP1, AP2 argue that it’s impossible to say whether restructuring should happen, since government proposals are ‘incomplete’ or have ‘decisive flaws’
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NewsAlecta wins five more years as FTP default provider
Swedish pensions giant trims fees further on its DC traditional pension product, and wins new €400m contract within financial-sector scheme
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NewsDutch funds’ asset management costs fall to 0.48%
Admin costs, however, rose by 13% as funds are investing in new IT systems to prepare for DC transition
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NewsUK pensions industry calls for flexible approach to investment
Consultation on the first phase of Pensions Review closed today
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NewsDB schemes note increase in running costs in past year
37% of DB trustees reported a 50% increase in their running costs, according to TPT Retirement Solutions
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NewsSwiss Federal Social Insurance Office reviews AHV financial outlook
The difference between AHV’s income and expenses will be negative from 2026 with the introduction of the 13th month of pension
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NewsPKA, Lærernes vow to stick with pensions admin JV despite PBU exit
After 19 years, Forca co-founder PBU quits the pension service provider as it seeks more independence and freedom to choose own product design
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NewsSwiss National Council approves motion for pension funds to disclose costs
Increasing cost transparency and better access to information strengthen competition, says National Council member Samira Marti
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NewsPPF launches consultation as it plans to keep levy at £100m
UK’s lifeboat scheme continues to engage with government on possibility of lowering levy further
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NewsCurrent policy initiatives could be detrimental to UK’s productive finance agenda
Any attempt to force providers to invest more heavily in certain asset classes is a direct challenge to trustees’ fiduciary duty, says Pensions Policy Institute
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NewsGerman pension measures for working longer could bring €1.7bn annual burden
Impact of these measures is ‘uncertain and, above all, expensive’, says German employers association
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NewsLGPS Central sees assets under management grow to £29.9bn
the pool claims to date it has saved partner funds £89m
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Opinion PiecesUS court scraps SEC private equity transparency rule
The US appeals court’s decision, last June, to throw out a Securities and Exchange Commission (SEC) rule intended to give investors more transparency into private funds has sparked a heated debate.
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NewsAsset managers split over FCA’s unbundling rules, study shows
Asset management market is split between a core of potential early adopters, a large ‘wait and see’ group and an entrenched group of sceptics
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NewsSwedish local authority pensions debt to ease next year after spike
With ballooning effect of high inflation on municipalities’ and regions’ pension debt set to shrink, authorities’ associated costs will be lower, says SKR
