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PIMFA welcomes guide on Discretionary Investment Managers

PIMFA is pleased to announce the publication of a new guide for advisers and Discretionary Investment Managers (DIMs) aimed at helping them understand the different ways in which relationships between their firms can be structured.
Posted on Tuesday Oct 12

Legal and General agree buy in with Sanofi Pension Scheme

Legal & General Assurance Society Limited (“Legal & General”) today announces that it has agreed a £760 million buy-in with the Sanofi Pension Scheme (“the Scheme”), securing the benefits of c2,900 retirees.
Posted on Tuesday Oct 12

Savers and investors struggling with financial advice gap

EY Seren research commissioned by The Investing and Saving Alliance (TISA) found that millions of potential savers and individual investors are struggling with the ‘financial advice gap’, with many willing to commit to saving but unable to access the support they need. The sheer demand was highlighted by the number of those who would access personalised online support tools from financial services providers if they were available (73%).
Posted on Monday Oct 11

AMs engaging with 20 percent of portfolios on climate change

Research from Redington has found that, on average, asset managers engage with less than 20% of their portfolio on climate change.
Posted on Wednesday Oct 6

PIC writes largest buy in transaction of 2021

Pension Insurance Corporation plc (“PIC”) has signed a £2.2 billion pension insurance buy-in with the Trustee of the Metal Box Pension Scheme (the “Scheme”), guaranteeing the benefits of the Scheme's 10,300 pensioners and 2,200 non-pensioner members. The intention is that this will move to buyout in November 2021, which will mean each member will become a PIC policyholder, removing the Scheme liabilities from the balance sheet of the Scheme sponsor, Crown Packaging Manufacturing UK Limited (“the Company”), a subsidiary of Crown Holdings Inc, which is listed on the NYSE.
Posted on Monday Oct 4

ESG issues placed at the forefront of pension investments

Quantum Advisory has addressed the importance of placing environmental, social and government (ESG) considerations at the forefront of decisions to invest assets to ensure a sustainable future.
Posted on Monday Oct 4

ABI calls to allow more personalised financial guidance

The Association of British Insurers (ABI) is urging the Government to reform MiFID II regulation in their review of the wholesale and retail investment market. This will enable do-it-yourself investors and pension savers to get better financial guidance from their provider, so they can be more informed and reassured about their investment decisions.
Posted on Thursday Sep 30

Global M and A remains on track for record breaking year

Global acquirers are on track to record their first annual market outperformance since 2016, according to latest results from Willis Towers Watson’s Quarterly Deal Performance Monitor (QDPM). Companies making M&A deals have on average outperformed the World Index1 by +2.3pp (percentage points) during the first nine months of 2021, boosted in particular by strong performances in the first two quarters.
Posted on Thursday Sep 30

PIMFA calls for fundamental review of PRIIPs regime

PIMFA has called for the Financial Conduct Authority (FCA) and the Treasury to conduct a fundamental review of the entire Packaged Retail and Insurance-based Investment Products (PRIIPs) regime.
Posted on Wednesday Sep 29

Insurers welcome EC proposal for EU Green Bond Standard

Insurance Europe has published its response to a consultation by the EC on its proposal for an EU Green Bond Standard (EUGBS).
Posted on Wednesday Sep 29

ABI welcomes report from Productive Finance Working Group

The Productive Finance Working Group, co-chaired by the Governor of the Bank, the Chief Executive of the FCA, and the Economic Secretary to HM Treasury and of which the Association of British Insurers (ABI) is a member, has published 'A Roadmap for increasing productive finance investment'.
Posted on Tuesday Sep 28

Asset managers make progress on ESG efforts

Recent research from Redington shows that despite important progress in several key areas, asset managers are still yet to truly walk the walk when it comes to their sustainable investment actions.
Posted on Tuesday Sep 28

Isio Group acquires Premier Pensions Management

Isio Group Limited (“Isio”), one of the UK’s leading pensions businesses, is delighted to announce the acquisition of Premier Pensions Management Ltd (“Premier”), subject to the required FCA approval. Premier is a complementary business which will enable the combined business to offer a broader spectrum of pensions and financial advisory services to companies and individuals.
Posted on Friday Sep 24

Net Zero Investment Consultants Initiative

Hymans Robertson are pleased to announce they have joined the Net Zero Investment Consultants Initiative (NZICI) which commits to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner, in alignment with the objectives of the Paris Agreement. This is alongside eleven other investment consultants, with collective responsibility for USD 10 trillion of assets. The development of the NZICI has been led by the Investment Consultants Sustainability Working Groups (both within the UK and US) and is endorsed by the United Nations Race to Zero campaign and the Principles for Responsible Investment (PRI).
Posted on Thursday Sep 23

Is Sagas saga coming to an end

The group reported an underlying pre-tax loss of £2.8m in the half year, compared to a profit of £15.9m last year. This was in-line with expectations and reflects a “stable” performance in Insurance, offset by the suspension of the travel business, and costs associated with restarting operations. Some cruises restarted in June, while international trips resumed in August. The shares rose 1.6% following the announcement.
Posted on Wednesday Sep 22

Legal and General complete buy in deal with Selecta Pension

The Selecta (UK) Pension Plan (the “Plan”), sponsored by Selecta UK Limited has completed a £250m full scheme buy-in with Legal & General covering liabilities in respect of the Plan’s approximately 1,000 deferred and approximately 1,000 pensioner members.
Posted on Wednesday Sep 22

Just Group complete buy in deal with Keysight Technologies

Just Group has completed a buy-in transaction for the trustees of the Keysight Technologies UK Limited Retirement Benefits Plan (the plan), covering approximately £250 million of pensioner liabilities and over 750 members of the plan.
Posted on Tuesday Sep 21

LCP complete full buy in between Just Group and Artemis

According to research from LCP, smaller buy-in and buy-out transactions continue to be crowded out of the market . Insurers are increasingly focused on larger transactions, with the number of sub- £100m transactions falling by 30% in the past 5 years
Posted on Friday Sep 17

Aviva announces bulk annuity deal with John Laing Pension

Aviva have announced it has completed a £320m bulk purchase annuity transaction with the John Laing Pension Fund. John Laing is an active investor and manager of infrastructure projects, focused on major transport, social and environmental infrastructure projects and renewable energy projects, across a range of international markets including the UK.
Posted on Friday Sep 17

Lack of knowledge stops trustees capitalising on investments

Professional trustees’ appetite for taking risk has increased since pre-pandemic, according to a new study of Professional DB Trustees, conducted by Charles Stanley Fiduciary Management. Almost half (47%) of professional DB trustees revealed that their appetite for investment risk overall has increased, with around one in five (18%) saying that it has increased significantly. Just 14% said it had reduced. But the research also found that they feel their investment decisions are hampered by onerous regulation and a lack of knowledge.
Posted on Thursday Sep 16

FCA sets out plan to tackle investment harm

The FCA has published a new strategy aimed at giving consumers the confidence to invest, supported by a high-quality, affordable advice market, which should lead to fewer people being scammed or persuaded to invest in products too risky for their needs. The FCA will publish metrics to assess whether these outcomes are being met.
Posted on Wednesday Sep 15

Tax free cash putting retirements at risk

Britain’s future pensioners are putting their retirement future at risk by withdrawing cash from their pension pots while still in the accumulation phase, according to a study by LGIM of more than 1,500 members of defined contribution pension schemes.
Posted on Wednesday Sep 15

Fear of losing their money stopping consumers from investing

New research commissioned by The Investing and Saving Alliance (TISA), the cross-industry financial services membership body, and undertaken by EY Seren, identified a striking hesitancy among consumers to invest their savings. The findings were particularly stark among Millenials and Generation Z savers, but affected all age demographics.
Posted on Monday Sep 13

1tn held by institutional investors exposed to climate risk

According to the first ever comprehensive climate risk profiling of more than 300 UK institutional investors, some 50% face major climate threats to the value of their portfolios.
Posted on Friday Sep 10

Fund management shows strong progress in ESG risk management

UK fund management industry demonstrates strong progress in ESG risk management in 2021, but improvements are still needed. 23% of UK investment funds awarded an XPS green rating for ESG, up from 10% last year.
Posted on Wednesday Sep 8