Funding
In-depth reporting on pension scheme funding for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsDutch inland shipping fund to merge with transport sector fund
Existing accruals will be transferred to Bpf Vervoer on 1 October 2025
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NewsInvestment in European equities by European asset managers has fallen by a third
Share of listed equities issued in Europe held by investment funds domiciled in euro area has dropped from 37% in 2015 to 27% at the end of last year, says EFAMA
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AnalysisDB schemes indicate growing preference for retaining assets
But buyout remains preferred option, according to UK pensions industry
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NewsGerman Spezialfonds record worse capital inflows since 2008/09 financial crisis
Spezialfonds received net cash inflows of €1.7bn in July, but in August and September stood at almost the same amount, so ‘net new business’ came to only €45m
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NewsSwiss schemes apply high interest on savings as yields fall
It will be ‘very challenging’ for pension funds to generate the statutory minimum interest rate of 1.25%, says PPCmetrics
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NewsDB schemes with fewer than 1,000 members make up 80% of total funds under PPF
However, these schemes only make up around 10% of total assets, liabilities and members
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NewsPension fund returns could suffer with climate change impact
Transition risks are expected to be dominant climate risk driver compared to physical risks during 2025–2030 for pension funds worldwide, says Ortec Finance
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NewsAhold Delhaize buys off sponsor guarantee for pension fund
The move is related to the fund’s planned transition to a DC arrangement in 2027
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NewsPension funds’ assets down by up to 21.5% in climate stress scenario
Losses from the climate transition alone are, however, unlikely to threaten EU financial stability, according to regulators
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NewsFirst Dutch pension fund gets go-ahead for DC switch
The pension fund for Dutch shipping pilots is the first to receive regulator’s blessing to convert DB accruals to new DC arrangement as of 1 January 2025
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NewsSwiss government backs opposing tax rules on pensions
Backing law that allows retroactive payments of pension contributions contrasts with government’s plan to increase taxes on savings withdrawals
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NewsAon launches investment strategy framework for UK pension schemes
‘The Zone Framework allows trustees and sponsors to ask the right questions and to identify clearly what success means to them,’ says Aon
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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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NewsTPR amends Statement of Strategy following consultation feedback
Trustees will need to consider at an early stage the full list of data that they will need to submit, says LCP
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NewsIGG launches centre of excellence to help schemes navigate endgame solutions
TPR analysis shows 3,750 of 5,000 DB schemes as being in surplus on a low dependency basis, with a further 950 approaching the same level of funding
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NewsAllianzGI’s impact private credit strategy reaches €560m at first close
Investors include Allianz, APG Asset Management, the European Investment Fund (EIF), and La France Mutualiste
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Special ReportNetherlands: First funds prepare for DC switch
Despite pre-election threats, the transition is not expected to be rolled back by the new government
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Special ReportBelgium: Funding decision awaits new government
The coalition is likely to push through more radical pension reforms
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NewsOver half of FTSE350 DB pension schemes to be fully funded on buyout basis in the next three years
Around 35% of the schemes are estimated to be fully funded on buyout basis at 31 May 2024, representing £175bn in liability values
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NewsATP’s first-half return held back by gearing cost, bond yields
Describes return as “expected and generally acceptable in view of market developments”
