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How to analyse auto-enrolment default funds

Published by : NEST

This Defaqto report sponsored by NEST reviews the DC market place and the various auto-enrolment propositions available. It highlights key factors advisers should understand and be aware of when reviewing default fund offerings.

Published: 01 February 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Working for change, the responsible investor report

Published by : NEST

As a growing organisation NEST are constantly evolving their approach and look to understand how best to service their members. This report details a variety of case studies which demonstrate positive and responsible investments, with a look to future developments within the DC landscape.

Published: 01 February 2017

Business Area: Retirement

Type: Portable Document Format (.pdf)

New salary sacrifice masterclass

Published by : Scottish Widows

Throughout 2016 we're running a series of Techtalk MasterClasses. Our Financial Planning team will be sharing their technical expertise on a variety of topics around pensions and retirement to give you the most up to date support and analysis.

Published: 08 August 2016

Business Area: Retirement

Type: Audio/Video (.mp3, mp4, mpg)

Addressing impediments to good investment decision-making and the role of fit-for- purpose default funds

Published by : Columbia Threadneedle Investments

In the first of three papers, entitled: Is your default fund fit for purpose?: Are we setting retirees up for failure by default?, Chris Wagstaff considers the importance of fit-for-purpose default funds and good default fund design. Find out whether your default is fit-for-purpose.

Published: 20 June 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Your guide to Retirement Account – supporting you to and through retirement

Published by : Scottish Widows

A repositioned simple version of our two existing consumer guides, with a focus on income drawdown

Published: 09 June 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Expert guidance that anticipates, interprets and forecasts key industry changes

Published by : Scottish Widows

Our Techtalk magazine provides topical expert guidance for intermediaries that anticipates, interprets and forecasts key industry changes and regulation.

Published: 23 May 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Rating: 3 people found this useful

What choices are available to those nearing or at retirement?

Published by : Architas

The government delivered sweeping reforms of the UK’s pension system, changes which have been in force since April 2015. The new changes give savers much more flexibility with their pension and you can in theory take the entire contents of your pension pot and invest or spend it as you see fit. This

Published: 05 May 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Burnett: what needs to happen for value to start performing again?

Published by : Neptune Investment Management

Value stocks have significantly underperformed growth stocks in Europe in the past decade. However, Rob Burnett, manager of the Neptune European Opportunities Fund, believes we are now approaching an inflection point. Watch the video below to find out more.

Published: 14 March 2016

Business Area: Retirement

Type: Windows Media Audio/Visual (.wma, .wmv)

2015 UK Election results – what does this mean for pensions?

Published by : Aberdeen Asset Management

The recent election of a Conservative majority Government provides an opportune moment to reflect on major pension reforms over the years, the challenges facing the government now and what the future might hold for the UK pensions industry.

Published: 19 August 2015

Business Area: Pensions

Type: Portable Document Format (.pdf)

Choosing a transition and post-retirement funds for DC schemes

Published by : BNY Mellon

Newton Investment Management head of defined contribution Catherine Doyle speaks to portfolio manager Paul Flood about designing a strategy that acts as a transition solution between the pre-retirement & the post-retirement phase, and accounting for members or retirees’ differing requirements.

Published: 28 July 2015

Business Area: Defined Benefit Pensions

Type: Portable Document Format (.pdf)