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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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”
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NewsDenmark’s IPD, Liberals, post wishlists with pension reform back on agenda
Pensions lobby calls for better framework for pension savings, as Liberal Party proposes ‘working life commission’
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NewsInstitutional investors pull €15.7bn from mandates in H1, says BVI
However, investment funds received €28.3bn net in new money in the first half of 2024, according to the association
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NewsUBS pension fund’s assets climb to CHF28.8bn
However, its funding ratio dipped to 121.4%, from 130.0% in 2022
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NewsKLM funds dial down risk in run-up to DC transition
The moves come as an increasing number of Dutch pension schemes decide to protect their funding ratios in anticipation of a switch to new DC arrangements
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NewsDutch pension funds increase interest rate hedge above 70%
In the run-up to the transition to a defined contribution system, pension funds in the country want to protect their funding ratios
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NewsOxford researchers propose ‘carbon removal budget’
‘Embedding carbon removal budgets into decision-making is necessary for an effective response to climate change’
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NewsSwiss pension funds return 6.6% year-to-date in 2024
Events in the second quarter took the shine off a stronger first quarter
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NewsAssofondipensione works on bond yield guarantee for fund of funds
The FoFs would have a two-tier structure, with one part of the assets invested in private equity to support the Italian real economy
