Jonathan Stapleton
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Articles by Jonathan Stapleton
Redressing the balance in retirement
Rising life expectancy and falling fertility rates are leading to ageing populations. Jonathan Stapleton considers latest research assessing how this trend is impacting pension systems around the world.
Despite Brexit, the pensions world goes on...
The UK formally left the EU on 31st January. But, as Jonathan Stapleton says, the world goes on, especially in pensions.
Why size matters when it comes to DC investment
Jonathan Stapleton explains why the growing scale of DC providers is likely to herald rapid innovation in the market.
Seven multi-billion deals account for two-thirds of 2019 bulk annuity volumes
A significant increase in so-called ‘mega-transactions’ accounted for around two-thirds of the record-breaking bulk-annuity transfer volumes for 2019, Hymans Robertson analysis reveals.
Nest surpasses £10bn in AUM; appoints two external members to investment committee
Nest has announced it has reached £10bn of assets under management (AuM) and has also appointed two external additions to its investment committee.
PMI launches mentoring and development programme
The Pensions Management Institute (PMI) has launched a mentoring and development programme, which it will deliver in conjunction with the Institute of Leadership and Management (ILM).
New Year's honour for Hermes IM chief executive Saker Nusseibeh
Hermes Investment Management Saker Nusseibeh has been awarded a CBE (Commander of the Order of the British Empire) in the New Year’s Honours list.
Mark Carney issues climate change warning to schemes
Mark Carney says the financial sector must take more urgent action on climate change.
The reality of retired life
Michael Buerk’s latest TV show – Britain’s Great Pension Crisis, the first episode of which was broadcast at the beginning of the month – revealed just how poor the average person’s understanding of pensions is.
Election result gives markets 'Boris bounce' but uncertainty remains
The Conservative Party’s election success has delivered a rally for UK equity markets and sterling but uncertainty over a future trade deal with the EU remains.
MJ Hudson lists on AIM in £31.4m placing
MJ Hudson has listed on the AIM market of the London Stock Exchange, raising a total of £31.4m from investors.
Pensions - it's a numbers game
Jonathan Stapleton explains his fascination with numbers...
The importance of manifesto pledges on pensions
This year’s election marks the seventh time I have been able to cast my vote at a general election but I can honestly say it is the one I am looking forward to least. I can hardly wait until it is all over.
Mobius Life launches specialist alternative fund range
Mobius Life has launched a specialist fund range in a bid to make alternative investment strategies available to more defined benefit (DB) schemes.
NHS England confirms emergency action on pension tax
NHS England has confirmed it will take urgent action on to ensure NHS workers who exceed their annual allowance during this financial year will be able to take on additional work without being left out of pocket.
G30 Turner report urges 'early action' to fix looming pensions crisis
Individuals must work longer, save more or spend less in retirement to avoid a global pensions crisis, a report by a Group of Thirty (G30) working group says.
PP Rising Star Awards 2020: Initial nominee list revealed!
Here it is… The list of all the individuals, teams and organisations that have been nominated so far for the PP Rising Star Awards 2020.
Brunel launches emerging markets sub-fund with three managers
The Brunel Pension Partnership has launched an emerging markets sub-fund following the appointment of Genesis Investment Management, Wellington Management and Investec Asset Management as investment managers.
ITV reports deficit fall and sells contingent asset for £150m
ITV has reported the net deficit of its defined benefit pension scheme has fallen from £105m on 30 June to just £2m on 30 September.
FRC launches revised stewardship code
The Financial Reporting Council (FRC) has launched a revised stewardship code – significantly raising its expectations on how money is invested.
Do we need to engage people with their pensions?
The industry has had little success engaging members with pensions over the past 20 years. Jonathan Stapleton says two initiatives currently underway may change this in the future.
How TPR's relationship supervision regime is working
The Pensions Regulator’s relationship supervision regime was launched a year ago. Jonathan Stapleton hears from Dianne Morgan about how it is working in practice.
Pension schemes bill has low chance of quick resolution
With the spectre of Brexit looming over parliament, Jonathan Stapleton has some scepticism that the pension schemes bill will be enacted any time soon.
How good is your investment decision making? Take this survey to find out...
Leeds Business School and City University of London are conducting research on institutional investor decision-making in association with the Institute and Faculty of Actuaries – and they are looking for your help.
B&CE enters consultation over job cuts
B&CE has launched a redundancy consultation with staff as part of a plan to reduce costs and become more efficient.
Buy now while stocks last: Risk reduction ramps up
As the risk reduction market gets busier and busier, Jonathan Stapleton says preparations must become more comprehensive for schemes to gain a foothold.
Gallagher buys AHC
Arthur J. Gallagher has bought Anthony Hodges Consulting (AHC) in a bid to become a major global employee communications company.
ACA: Pension coverage remains patchy and employee saving still insufficient
The government must take action to build on the successes of auto-enrolment (AE) and ensure coverage and contribution rates are increased, the Association of Consulting Actuaries (ACA) says.
DC and ESG: The two key issues for our time
Across the industry, two key discussions are dominating the landscape: ESG and DC investment. Getting the approach to both of these right is vital, says Jonathan Stapleton.
IFoA launches actuarial monitoring scheme
The Institute and Faculty of Actuaries (IFoA) has launched a monitoring scheme in a bid to improve the effectiveness of actuarial regulation and promote ongoing improvement across the profession.
Setting a benchmark for DC investment
With NEST announcing plans to invest 5% of assets in private credit, Jonathan Stapleton queries whether other schemes should be following in its footsteps
PPI Future Book: Consolidation, contribution hikes and investment strategy key to boosting DC pension pots
The consolidation of smaller, higher-charging schemes, increased contribution rates and a move away from investment lifestyling towards DGFs and real assets could significantly boost the size of DC pots, latest analysis by the Pensions Policy Institute...
No consensus on the best political party for pensions
This week's Pensions Buzz respondents were split over which political party would be best for pensions.
Taking administration back in-house
While in-house administration comes with its own challenges, for some schemes it can have significant advantages over third-party providers, argues Philip Dickinson
UK schemes sign charter to demand action on climate change
Some 76 trustees and chief investment officers from UK schemes with combined assets of £367bn have signed a pledge to push asset managers to take more action to help combat climate change.
PP Trustee Senate: Just five places remaining...
There are now only a few weeks until Professional Pensions' Trustee Senate residential event, which will take place on 3-4 October at the Hanbury Manor Hotel & Spa in Hertfordshire.
Amundi and AIIB launch Asia climate bond portfolio
The Beijing-based Asian Infrastructure Investment Bank (AIIB) and Amundi have launched a $500m (£403m) Asia climate bond portfolio.
Why efforts to engage people with pensions will struggle
Pension Awareness Day - the awareness campaign launched by the amazing folk over at Pension Geeks - takes place this Sunday (15 September) and is the culmination of a week-long roadshow across the country aimed at making the topic of pensions more appealing....
Aon promotes seven to partner
Aon has announced the promotion of seven of its UK retirement, asset management and reward team to partner.
Latest issue - 12 September 2019
This week's edition of Professional Pensions is out now.
FTSE 350 schemes nearing buyout exposed to excessive risk
Growing market volatility could adversely affect defined benefit (DB) schemes nearing buyout over the next five years, Barnett Waddingham says.
TPR launches prosecution against director of professional trustee firm
The director of a professional trustee firm is being prosecuted by The Pensions Regulator (TPR) for failing to provide information and documents requested as part of an ongoing investigation.
WSB Awards 2019 - The Winners
Here they are - the winners of the Workplace Savings and Benefits Awards 2019...
Ten schemes publicly back Cost Transparency Initiative
Ten pension schemes representing over 19 million members and more than £150bn in assets under management have written a joint public letter endorsing the Cost Transparency Initiative (CTI).
Latest issue - 5 September 2019
This week's edition of Professional Pensions is out now.
Jim Beam pension scheme moves to bundled DB solution
The Beam UK Pension Plan has appointed Willis Towers Watson to provide actuarial, fiduciary management, consulting and administrative pension services through its bundled OneDB service.
LEBC agrees to stop DB transfer work
National financial advisory firm LEBC Group has stopped offering advice on defined benefit transfers after a review from the Financial Conduct Authority (FCA).
LGPS Scheme Advisory Board chooses Byhiras for cost transparency services
The Local Government Pension Scheme Scheme Advisory Board (SAB) has chosen technology provider Byhiras to develop a platform to ensure that asset managers comply with its cost transparency code.