Managers of Wealth Pensions

Comment & Analysis

Debate rages over practicality of modern monetary theory

The Treasury Department estimated recently that the current budget deficit would reach $1.1 trillion by the end of fiscal year 2019.

Fears of a Halloween Brexit horror story for pensions have been raised by AJ Bell

Complexity of modern family relationships spurs revisions to wills

What do Banks Need to Know About Virtual Currencies Right Now?

How to keep wealth in the family

Pensions

German chemicals company de-risks with lump sum payments

Wealth manager rolls out financial education workplace scheme

The nation’s favourite 20-year-old. Happy Birthday ISA! by Peny Lovell

Island Voices: Retirement options ‘hidden’ in feds’ budget

Pension in lump sum or monthly annuity?

National Pension Scheme can fill up your retirement kitty

Executive Moves

Rapid growth sees Quantum Advisory promote trio of Partners

Local Pensions Partnership appoints Director of Pension Administration

Quantum Appoints Three New Partners

£64bn Universities pension adds former Aegon exec

First pensions hire for Shoosmiths London office

Railpen adds expertise to investment board

Legal,Regulation & Compliance

BlueSky and Crystal master trusts gain authorisation

CBA's pension arm to cut fees amid regulator calls

Hong Kong health and pensions schemes find traction

AIC believes the benefits of illiquid assets should be available to all pension investors

Regulators warned contractor about pension transfers

Schemes told to prepare dashboard data now

FinTech

Broadridge to Acquire Retirement Plan Custody and Trust Assets

PSCA offers online fiduciary training program

In defence of the digital generation by Steve Butler

The Case for Responsible Investing in Digital Financial Services

Harvard Takes the Plunge Into Crypto With a Token Sale Investment

Millennials prefer holistic advice

Comment & Analysis

The dark side of pensions

How to start a much-needed conversation about money this Easter by Penny Lovell

Mind the gap – why women’s pension pots are worth a fifth of men’s

Three quarters of employees saving for pension

State pension age unfairly impacts less educated

Absolute returns can be a solution

Tax

Don’T Tax Us Into Oblivion’ On Public Pension Deficit

Top five inheritance tax queries

Cuts to UK pension tax breaks drive NHS doctors to retire early

Half a million people paying ‘unnecessary’ tax on state pension, study finds

Accounting will be key to tackling intergenerational equity

Call for 'pensions tax' thresholds review

Investments

Protection Watch: Retirement confusion and cross-industry advertising

Munich Re overhauls German pension provision with 90% guarantee

DB consolidators eye £20bn deals this year

State pension age drives employment growth

Group protection market is growing

Morningstar: ‘Significant evidence’ that replacement mutual funds outperform originals

Research

Retirement Planning: Nearly 1 in 2 Australians Wing It, Says Financial Expert Thomas Mousa At TLK Partners

1 in 8 trustees expect to adopt CDC pension schemes by 2025

Millennials Need to Prioritise their Pensions

Complexity of modern family relationships spurs revisions to wills

One in ten with pensions targeted by scammers

Virginia State Pension Still On Shaky Financial Ground

ESG

Pension fund boards must take climate change into account

Majority Of U.S. Workers Want ESG Funds In Their Retirement Plans, Survey Says

Investors continue urging regulators for risk disclosure

Church Pension Invests $40 Million in Clean Energy Projects

Factors Hindering Adoption of ESG Investments in DC Plans

An interview with Eimear Toomey, Director of Client Relations at Sustainalytics