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L and G full buy in for Askews Retirement Scheme

Legal & General completes £11m deal securing the benefits of all 86 scheme members. Broadstone’s SM&RT Insure preparation enabled use of L&G’s streamlined proposition. Scheme will now proceed towards wind up
Posted on Tuesday Nov 28

Largest single scheme transaction for Boots Pension Scheme

Aon is lead adviser to the Trustee of the Boots Pension Scheme on £4.8 billion buy-in with L&G and Cardano acted as the lead broker to the transaction and lead strategic advisor to Walgreens Boots Alliance Aon has acted as lead adviser to the Boots Trustee (Boots Pension Limited) for the Boots Pension Scheme on its purchase of a £4.8 billion full scheme buy-in with Legal & General (L&G).
Posted on Friday Nov 24

Reaction to DB scheme surplus reforms in Autumn Statement

LCP, XPS pensions Group and TPT Retirement Solutions comment as the Government announce they will be consulting this winter on whether changes to rules around when DB scheme surpluses can be repaid, including new mechanisms to protect members, could incentivise investment by well-funded schemes in assets with higher returns and reducing the authorised surplus payments charge from 35% to 25% from 6 April 2024

Posted on Wednesday Nov 22

XPS completes the sale of National Pensions Trust to SEI

XPS Pensions Group plc announces that following receipt of necessary regulatory approvals, it has completed the sale of XPS Pensions (Nexus) Limited, principal employer and scheme funder of the National Pensions Trust ("NPT"), to SEI® (the "Transaction") creating a market leading defined contribution proposition for employers and pension scheme members.
Posted on Tuesday Nov 21

Case studies on pension scheme investment in illiquid assets

The Pensions and Lifetime Savings Association (PLSA) has published a series of case studies to show how pension schemes of all types are investing in illiquid assets such as commercial property, infrastructure, housing and in private markets.
Posted on Monday Nov 20

Regular income from investments needed for retirement plans

The changing face of retirement is highlighting the need for advisers and their clients to make investments work harder for them, research from HSBC Life (UK) Limited (“HSBC Life (UK)”) shows.
Posted on Friday Nov 17

More work needed on ESG and sustainable investment funds

A review by the FCA has found that while most Authorised Fund Managers (AFMs) have made efforts to comply with the FCA’s expectations on the design, delivery, and disclosure of their ESG and sustainable funds, further improvement is needed.
Posted on Thursday Nov 16

12 months on from the LDI crisis

A year on from the LDI crisis of 2022, and as the dust settles, Quantum Advisory, the leading independent financial services consultancy, has said that whilst trustees and schemes are starting to adapt to the different landscape, member outcomes must remain at the forefront.
Posted on Thursday Nov 16

Mercer complete longevity hedge with MMC UK Pension Fund

Posted on Thursday Nov 16

What can investors really expect from controversial COP28

From the outset, this year’s United Nations climate change conference, COP28 has been steeped in controversy, namely because of insufficient progress made towards reducing carbon dioxide emissions – which reached a record high in 2022[1] - and because of its Emirati presidency.
Posted on Wednesday Nov 15

Comments as inflation falls to its lowest rate in two years

Standard Life and PensionBee comment on inflation data published this morning by the Office for National Statistics (ONS), which shows a significant fall to 4.6% in the Consumer Prices Index (CPI) measure of inflation in October, down from 6.7% in September and less than half of the peak a year ago in October 2022 of 11.1%.
Posted on Wednesday Nov 15

Legal and General complete buy in with Deutsche Bank Pension

Legal & General Assurance Society Limited (“Legal & General”) today announces it has completed a c.£500 million buy-in with the DB (UK) Pension Scheme (“the Scheme”), securing the benefits of around 2,000 retirees and deferred members.

Posted on Monday Nov 13

Pension funds could finance GBP1tn to tackle climate change

Research by Phoenix Group and Make My Money Matter shows that, with the right reforms, the UK Pensions Industry could invest up to £1.2 trillion in climate solutions
Posted on Tuesday Nov 7

Global M and A insurance claims rise

Liberty Global Transaction Solutions Group report shows growth in claims, driven by exceptional levels of dealmaking activity in 2021 and 2022.
Posted on Tuesday Nov 7

Just Group announce buy in with Air France

Just Group has completed a buy-in transaction for the Trustees of the Air France (UK) Pension Scheme (“the Scheme"), covering approximately £32m of pensioner liabilities and almost 200 members of the Scheme.
Posted on Monday Nov 6

Investment outlook after BoE rate rise freeze

Hymans Robertson, Cardano and Aegon Asset Management comment after the BoE froze rate raises again
Posted on Thursday Nov 2

Comments as interest rates are held for the second time

Standard Life and XPS Pensions Group comment as The Bank of England keeps the base rate at 5.25% for the second consecutive month despite reporting higher than expected inflation figures over September 2023.
Posted on Thursday Nov 2

LCP advise trustee of Rotork Pension on buy in with Aviva

The Trustee of the Rotork Pension and Life Assurance Scheme (“the Scheme”) has entered into an £80m pensioner buy-in transaction with Aviva covering the pension benefits for 406 current pensioners and dependants in the Scheme.
Posted on Thursday Nov 2

FCA review into private asset valuation is timely

The FCA’s review of the way investment funds value private assets should focus on providing guidance that boosts transparency as the government push for more UK institutions to use private assets in portfolios, according to LCP.
Posted on Wednesday Nov 1

Cybersecurity stocks are a compelling option for investors

Cybersecurity companies could provide a compelling defensive option for technology investors seeking shelter from worsening economic conditions, according to Jeremy Gleeson, Portfolio Manager at AXA Investment Managers.
Posted on Friday Oct 27

Aviva completes bulk annuity deal with British Red Cross

Aviva has completed a £30 million buy-out of the British Red Cross Pension Fund and the Scottish Branch British Red Cross Society Retirement Benefits Scheme.
Posted on Wednesday Oct 25

ESG factors increasingly drives investment decision making

Only 7% said ESG factors do not drive investment decisions, down from 22% in 2022. 75% of participating active managers report hiring additional dedicated ESG personnel. Direct company engagement has become the primary source for ESG information.
Posted on Tuesday Oct 24

Gilt yield increases halve DB transfer compensation

People who were ill-advised to transfer DB pension now due significantly less compensation compared to the start of 2022. Tracker shows redress declines from over £165,000 in Q1 2022 to around £50,000 in Q2 2023 before halving again to around £22,000 in Q3 2023
Posted on Tuesday Oct 24

FCA urged to have a role in combatting fraud

PIMFA has repeated its call for the Financial Conduct Authority (FCA) to have a greater role in combatting fraud in response to a call for evidence from the Home Affairs Committee.
Posted on Monday Oct 23

IHT hits almost GBP4bn in H1 and set for record receipts

HMRC’s latest update on Inheritance Tax receipts shows that £3.9 billion was collected through the first half of the 2023/23 Financial Year. This marks an 11% increase compared to the £3.5 billion paid in tax through the first half of the previous year, setting the Treasury on course for another year of record receipts.
Posted on Friday Oct 20