Fidelity
Five stories you may have missed this week
The top stories this week were Gallagher’s acquisition of AHC, and the publication of the GMP Equalisation Working Group’s methodology guidance.
Exclusive: Telegraph moves pension scheme to Fidelity Master Trust
The Telegraph Media Group has moved its employees to the Fidelity Master Trust after the trustees conducted a “comprehensive review” of its pension arrangements, PP has learned.
PP Investment Awards 2019 - Shortlists published
Here they are… The shortlists for this year's Professional Pensions Investment Awards.
UK workers need to save less for retirement than other countries, finds research
Fidelity International has created global retirement savings guidelines to help employers and employees understand how much is needed to save for retirement, writes Kim Kaveh.
M&G's Richards to become CEO at Fidelity International; Foley to replace her
Anne Richards, chief executive of M&G Investments, is to take up a role as chief executive of Fidelity International later this year.
Fidelity: 'Gender pension gap' sees women losing out by over 10%
Young women are likely to end up with a pension pot nearly 11% smaller than that of male counterparts, with a number of barriers preventing women from investing, according to a new report by Fidelity International.
Master trusts failing low paid earners on pensions tax relief
Low income earners in the majority of master trusts are missing out on tax relief on their retirement savings due to a legislative technicality, according to research.
Are asset managers delivering on their ESG claims?
Despite improvements in investment manager attitudes towards responsible investment, research reveals there is a way to go before the majority deliver meaningful action. Victoria Ticha explores why
Fidelity reveals further details of 'fulcrum fee'
Fidelity International has unveiled further details of its new variable management fee model, which will launch on 1 March next year across the clean share classes of ten active equity funds.
FCA's Bailey: More work to be done on fees
Regulator does not want to 'incentivise short-termism'
Have your say: Does the charge cap reduce fund choice?
This week we want to know if the 0.75% charge cap makes it harder to offer a good auto-enrolment DC default fund and if asset managers need to be more innovative in the way they charge schemes.
Why Fidelity's 'brave' switch to performance fees is good for scheme investors
One of the world's largest fund managers has broken away from the controversial fixed fee model. Stephanie Baxter looks at why symmetric performance fees are better for pension funds.
Five stories you may have missed this week
This week's top stories include the FCA deeming half of the DB transfers it looked into unsuitable, DWP firing Workie and Fidelity International saying it will adopt a new active fund fee model.
Fidelity: Average retiree's pension is £40,996 smaller than pre-crisis retiree
An individual retiring in 2017 will have a pension pot just three quarters of someone retiring in 2007 immediately before the crash, according to research by Fidelity International.
Are pension schemes prepared for political risk?
Last year put geopolitical risk on the map for pension schemes. Charlotte Moore looks at how this can affect their portfolios
What did schemes learn from real estate markets in 2016?
Helen Morrissey looks at pension schemes' experience of investing in the property market during 2016 and asks what they can expect during 2017
Dealing with rising inflation
Inflation is on the rise but how can schemes deal with this? Lynn Strongin-Dodds takes a look at the options.
IGCs team up to study members' views on value for money
Independent Governance Committees (IGCs) have joined forces to better understand what value for money means for scheme members.
Shareholders turn up heat on Sports Direct
Sports Direct is facing mounting pressure to launch an independent review of how it is run by some of the UK's largest institutional investors.
Inconsistency in DC default could lead to greater opt-outs
Lack of consistency across defined contribution (DC) default funds may result in larger numbers of members opting out, Punter Southall Aspire has warned.
Top five priorities for pension policy
With MP Richard Harrington replacing Baroness Ros Altmann in a more junior role, what should the under-secretary of state for pensions prioritise over the next year?
Are pension funds pulling out of property?
Several property funds suspended trading last week in the wake of large outflows. Helen Morrissey asks whether pension funds are taking a long-term view.
Altmann: DC needs to take lead from DB with illiquid assets
Defined contribution (DC) schemes need to take a lead from defined benefit (DB) counterparts when looking to include illiquid assets.
LISA 'not a cure all' for retirement needs
The lifetime ISA (LISA) has short-term benefits but pensions come out on top over the whole of a career, according to analysis from Fidelity International.
