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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NewsFunding resilience and strategic reallocation drive German pensions
WTW estimates that DAX companies faced a combined cost of €250m in 2024 to adjust pensions for inflation
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NewsUK defined benefit trustees favour sponsor loans as part of de-risking
Sponsor loans are favoured by 64% of DB trustees looking at buy-in and buyout
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NewsSwiss federal railway scheme ups investment in equities while reducing bonds
Last year the pension fund achieved returns of 6.9% and a funding level of 110.8%
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AnalysisIPE UK Briefing: NEST strengthens private markets commitment
Plus: UK pensions consultants suggest there is significant opportunity for smaller pension schemes in BPA market
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NewsGermany’s historic deal on €500bn fund is a game changer for future growth
CDU/CSU and SPD have agreed on financial package and a reform of the debt brake to invest in infrastructure and revitalise the country’s economy
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NewsMajority of UK DB funds run at surplus but lack strategy to use it
LawDeb Pensions research shows that 83% of UK DB pension funds have reported a surplus
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NewsAbrdn unlocks DB surplus to fund DC contributions
Abrdn DC members will benefit from a share of scheme’s £800m surplus
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NewsProtectionist scenario a blow for funding ratios, warns Cardano
Trade tariffs will hit GDP and earnings growth, resulting in a steep fall in stock markets, according to the consultancy
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NewsDutch ‘early birds’ increase pensions by 8%
The pension funds for shipping pilots and the scheme of pension provider APG have used part of their buffer for a one-off increase in pensions
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NewsMercedes pension plans break through underfunding to reach 104.4%
The funded status of the carmaker’s pension plans has improved from -€102m to €951m
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NewsFrance could save €60bn a year by funding civil service pensions
The Institut Economique Molinari says that since 1977 civil service pension expenditure has tripled from €20bn in 1977 to €62bn in 2023, in real terms
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NewsTech stocks, private markets bump up Previmoda’s returns
The scheme’s sub-funds ‘Smeraldo Bilanciato’, ‘Rubino Azionario’ and ‘Garantito’ have seen returns of 6.05%, 8.84% and 4.13%, respectively
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NewsInflows to Spezialfonds stagnates as investors eye direct fixed income allocations
Spezialfonds also failed to record higher inflows year-on-year in 2024 from retirement benefit schemes
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NewsGold market, equities up returns for Migros Pensionskasse
The scheme saw assets under management go up by CHF1.2bn year-on-year in 2024 to CHF29.4bn
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NewsFonchim’s sub-fund records return over 10%
Sub-fund ‘Crescita’ returned 10.32% last year, just above its benchmark of 10.11%, surprisingly facing low volatility during the year
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NewsMajority of trustees support UK surplus extraction plans
FTSE100 companies have £50bn in surplus on low-dependency level, according to LCP
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NewsSwiss BVK closes 2024 with 8.1% returns and 109.3% funding ratio
2024 was an ‘above-average year’ in terms of returns for the fund, says CEO
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NewsSwiss pension funds’ funding ratios reach highest level in 10 years
Fully funded public pension schemes in particular reached a funding ratio of 114%, exceeding the highest level of 112.9% recorded in 2021
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NewsSwiss corporate schemes under stress while risk of persistent low interest rates returns
Corporate schemes’ assets went up by 1.5%, partially offsetting increasing liabilities, but funding ratios fell to 120.9% in December 2024, from 121.1% in September 2024
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Opinion PiecesViewpoint: How a DB ‘surplus code’ could support economic growth
David Wrigley, partner at LCP, says supporting the appropriate release of surpluses could provide a shot in the arm to the UK economy
