International – Page 3 – Retirement Income Journal

Pensions should fear longevity gains more than low rates: Fitch

By Editorial Staff Thu, Sep 3, 2015

The ratings agency said expected increases in interest rates and longevity could offset each other, with its impact on funding depending on the timing of the change, the discount...

Published September 3, 2015

AXA’s UK pension fund uses longevity swap

By Editorial Staff Thu, Jul 16, 2015

Insurers will be subject to additional capital requirements when Solvency II kicks in later this year, requiring companies to shore up longevity within their books and their own pension...

Published July 16, 2015

Britain’s Exchequer Mulls an End to Tax Deferred Savings

By Kerry Pechter Wed, Jul 15, 2015

Retirement industry watchers in the U.S. should watch what's happening in the U.K. It's a living experiment in pension and tax reform, and it could offer important lessons about...

Published July 16, 2015

Offshore AUM to exceed US AUM by 2019: Cerulli

By Editorial Staff Thu, Jul 9, 2015

Global AUM is expected reach US$106 trillion by 2019, but “managers need to be realistic about the efforts required to win business in high-growth markets,” said a Cerulli release...

Published July 9, 2015

A three-bucket blueprint for de-accumulation, from the U.K.

By Kerry Pechter Thu, Jul 2, 2015

Britain's public-option defined contribution plan, NEST, thinks that a decumulation strategy that used tax-deferred savings to fund a small cash bucket, a big income-generating bucket and a longevity annuity...

Published July 2, 2015

England Swings (Away from Annuities)

By Kerry Pechter Thu, May 14, 2015

Until April 6, most Britons bought annuities with their DC savings. Now they can do as they wish with those ‘pension pots.’ BlackRock and AllianceBernstein see opportunity. ...

Published May 14, 2015

Dutch gov’t to drop forced DC annuitization—but not this year

By Editorial Staff Thu, May 7, 2015

The Dutch Parliament and the pensions industry urged the state secretary to introduce legislation soon, because low interest rates are leading to low pension incomes for retiring workers as...

Published May 7, 2015

Quantitative easing in Europe entices equity investors: TrimTabs

By Editorial Staff Fri, Apr 17, 2015

“U.S. investors continue to follow the printing presses into European and Japanese equities,” said David Santschi, TrimTabs CEO.

Published April 17, 2015

Britain invaded! By robo-advice!

By Editorial Staff Thu, Apr 9, 2015

'The low-margin business of fund distribution is being standardized, innovative digital propositions are flourishing, and layers of distribution are being removed' in the U.K., according to a new report...

Published April 9, 2015

As UK’s annuity mandate ends, NEST weighs alternatives

By Editorial Staff Thu, Mar 19, 2015

The National Employment Savings Trust (NEST), Britain's public workplace retirement plan option, believes that despite the end of forced annuitization, middle-class retirees will still need a default mechanism for...

Published March 19, 2015

In Denmark, interests of retirees and urban renters collide

By Editorial Staff Mon, Mar 2, 2015

A new law requiring 25% of construction land in Denmark to be used for “social housing” could hurt the value of real estate investments by pension funds and disrupt...

Published March 5, 2015

Rising sales of “medically underwritten” group annuities reported in UK

By Editorial Staff Wed, Feb 25, 2015

Four UK insurers offer medically underwritten group (“bulk”) annuities: Aviva, Just Retirement, Legal & General, and Partnership, with Partnership and Just Retirement doing the majority of business.

Published February 26, 2015

U.K. life insurers to suffer as forced annuitization ends

By Editorial Staff Thu, Feb 19, 2015

The major life insurers are expected to be profitable, according to Thomson Reuters data, but profits at Aviva, Friends Life and Legal & General are expected to be flat...

Published February 19, 2015

German DC plans may ‘go Dutch’

By Editorial Staff Thu, Jan 29, 2015

With companies trying to molt their pension obligations, Germany is thinking about allowing whole industries to set up collecitvely-managed, Dutch-style defined contribution plans, but with guarantees backed by a...

Published January 29, 2015

End of forced annuitization creates product vacuum in UK

By Editorial Staff Thu, Jan 22, 2015

While some in the U.S. try to put annuities into defined contribution plans, Britain is slowly adapting to the removal of forced annuitization from its DC rules.

Published January 22, 2015

Towers Watson cuts out middleman in longevity risk transfer deals

By Editorial Staff Mon, Dec 15, 2014

Towers Watson’s service, Longevity Direct, will give pension funds access to a “ready made insurance cell,” which it said could write insurance and reinsurance contracts for longevity swap transactions.

Published December 18, 2014

Hungarians protest end of state-sponsored DC plan

By Editorial Staff Thu, Dec 4, 2014

Despite a protest march in Budapest, the government has threatened to shut down the last four funds in the “second-pillar” system unless they can prove that at least 70%...

Published December 4, 2014

The staid world of Dutch pensions is evolving: ABP

By Editorial Staff Thu, Nov 27, 2014

Government, education and civil service pension ABP, which has 2.8 million participants in a country of less than 17 million, pointed to trends in the Netherlands that may...

Published November 28, 2014

Going Dutch, with a DB-DC Hybrid

By Kerry Pechter Thu, Nov 20, 2014

Can the use of "buffers" in collectively-managed defined contribution funds offer defined benefit-like income predictability? In the Netherlands, where pensions are a passion, a team of business, academic and...

Published November 20, 2014

“Neuromarketing” research can improve participant communications

By Editorial Staff Sun, Nov 2, 2014

“Rather than warn how important saving for a pension is, we should emphasize how people who save can enjoy their pension later on," said Joyce Vonken, a marketing intelligence...

Published November 6, 2014

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