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Showing 1 - 10 of 765 results for "Pensions"

Super tax requires a 'holistic' review: ASA

MATTHEW WAI | FRIDAY, 13 JUN 2025

... gains tax on those same assets may still be owed by the estate." Waterhouse also raised concerns over defined benefit pensions, which are assessed using formulas rather than actual account balances, meaning many public sector employees and politicians ...

UK treasury provides guidance on local pension consolidation

MATT TOLEDO | FRIDAY, 30 MAY 2025

... Investment Review, the Pension Scheme Bill could give the government reserve power to mandate a baseline target allocation for pensions to invest in private assets and other domestic investments. The report's release follows the signing of the Mansion ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN | THURSDAY, 8 MAY 2025

... superannuation assets. Nevertheless, it pointed out that around 84% of Australian retirement savings are in account-based pensions with minimal longevity protection. Generation Life touted that the partnership marks a transformative step in its group's ...

Frontier Advisors lands major mandate from asset management giant

ANDREW MCKEAN | THURSDAY, 1 MAY 2025

... market data, tools, and resources for asset allocation planning, represents an industry first in the Japanese corporate pensions market. "[It offers] plan sponsors timely information, advanced analytics and active, informed dialogue with advisers on ...

State Super: In decline but doing fine

ANDREW MCKEAN | FRIDAY, 21 MAR 2025

... inevitable end. State Super's funds are decumulating at different rates. Its defined benefit members receive lifetime pensions, sometimes extending to a spouse or child, payments will continue until its last member dies - estimated to be in 2084. Defined ...

Tariffs not the only inflationary risk: Colchester

MATTHEW WAI | WEDNESDAY, 19 MAR 2025

... countries as they have higher birth rates than advanced economies, he noted. This can drive inflation as it puts pressure on pensions and healthcare, as well as wages due to less workers with a higher retirement rate. Conversely, artificial intelligence ...

Fixing retirement system an election priority: Grattan

JAMIE WILLIAMSON | MONDAY, 17 MAR 2025

... shortlist," Grattan said. Turning to quick wins, Grattan said the government should look to performance test account-based pensions. In fact, it wants to see all retirement products assessed. "These reforms could boost the incomes of future retirees ...

Australian super assets set to become second largest globally: WTW

KARREN VERGARA | TUESDAY, 11 FEB 2025

... pension funds, primarily through regulation, which has expanded in line with both the size and growing significance of pensions in society. This has been particularly evident in countries such as Canada, Australia, and the UK." The 22 countries collectively ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON | THURSDAY, 30 JAN 2025

... entitlement to proportional indexation of the increase, Chow noted. Finally, for those clients with transition to retirement pensions that don't count towards the TBC until a condition of release is met, Chow said it's important to review their ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA | MONDAY, 20 JAN 2025

... incomes by up to 25%. "Relying on personal financial advice to deliver better retirement incomes than solely account-based pensions drawn at the minimum is unnecessary and unrealistic. Good-quality advice would steer most retirees towards annuitising ...

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Future Fund cleared to manage select asset classes in-house

ANDREW MCKEAN

Future Fund chair Greg Combet said that the $300 billion sovereign wealth fund has received the green light from the government to manage a portion of its portfolio internally, speaking at a Committee for Economic Development of Australia (CEDA) event in Sydney yesterday.

Small industry super funds beat giants on trust, service, value

ANDREW MCKEAN

Small industry super funds lead on trust, service, and value for money, according to CoreData's annual member engagement survey.

Investor optimism premature, fund flows in firing line

KARREN VERGARA

While investor sentiment has improved since Liberation Day, geopolitical and tariff uncertainties will continue to deteriorate fund flows for asset managers, Morningstar predicts.

Geopolitical risks force family offices into alternatives, cash: Survey

KARREN VERGARA

Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey.

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