Pension Funds News and Retirement Investment & Fund Management Updates
U.S. Department of Labor files brief on pension risk transfers in Second Circuit case
Federal scrutiny of pension derisking practices is intensifying as employers continue to shift defined benefit plan liabilities to annuity providers. The U.S. Department of Labor says its latest ...
UK pension insurers increase private credit exposure as scrutiny grows
British insurers that back retirement funds are increasing allocations to private credit as they seek long-dated assets to match policyholder obligations. S&P says some of the least transparent ...
UK pension insurers increase private credit exposure as S&P flags valuation risk
British insurers that back retirement funds are increasing allocations to private credit as they expand pension risk transfer activity and seek longer-dated assets to match policyholder ...
Railpen raises takeover offer for IP Group as bid values shares above market price
Britain's early-stage science investment sector is seeing renewed takeover pressure as Railpen improves its approach for IP Group after an earlier rejection. The revised proposal combines a higher ...
UK pension funds face pressure to invest more domestically
Governments short of fiscal room are increasingly turning their attention to pension assets as a potential source of domestic capital. The UK is part of that pattern, with ministers signaling they ...
UK pension funds face pressure to boost domestic investment
Governments seeking fresh financing are increasingly turning their attention to large pension pools as a potential source of domestic capital. In the UK, that debate is intensifying after Business ...
Chicago pensions face insolvency risk as mayoral race spotlights funding gap
Chicago's pension strain is becoming a central financial issue in the city's 2027 mayoral contest as pressure builds over deeply underfunded retirement plans. The system's aggregate funded ratio ...
Nest plans venture capital investment push for UK pension assets
Britain's largest workplace pension scheme is expanding its exposure to higher-growth private assets as policymakers and City executives press for more retirement money to support domestic ...
UK pension surpluses drive debate over use of excess corporate scheme funds
Improved funding across the UK's corporate defined benefit pension sector is intensifying a debate over how surplus assets should be used. With government and regulators preparing new rules, the ...
KKR explores partnerships for UK and European pension buyouts
Growing competition among private capital groups in Europe’s insurance sector is pushing firms to seek new routes into pension risk transfer markets. KKR is now exploring partnerships in the UK ...
U.S. gray divorce trend reshapes retirement and inheritance planning
A growing share of divorces in the U.S. now involves adults over 50, adding pressure to retirement planning, estate arrangements, and family wealth transfers. The shift is becoming more ...
Mercer Super faces $10.3 million penalty over ASIC reporting failures
Australia’s corporate regulator has secured a Federal Court order requiring Mercer Super to pay $10.3 million over long-running failures in its breach reporting systems. The ruling covers ...
UK annuity demand rises as pension tax changes reshape inheritance planning
Wealthier retirees in the UK are increasingly turning to annuities as looming inheritance tax changes alter how pension savings are used in later life. Stronger annuity rates are supporting the ...
UK business group calls for pension funds to back domestic companies
Britain's debate over how retirement savings support the wider economy is intensifying as policymakers and business leaders look for new ways to channel long-term capital into domestic growth. ...
BT pension scheme writes off Thames Water stake, records £300mn loss
BT is nearing a new three-year funding assessment for its pension scheme as the group discloses a significant hit tied to Thames Water's financial crisis. The loss relates to the write-off of the ...
Netherlands plans to open workplace pensions market to foreign EU providers
The Netherlands is preparing to open a major share of its retirement market to international pension providers, potentially reshaping a system long dominated by domestic funds. The proposed change ...
BlackRock gets chance to retain New York City pension mandate in rebid
New York City is reopening a key pension manager selection process that could reshape oversight of tens of billions of dollars in passive equity assets. The move gives BlackRock an opportunity to ...
North Carolina pension fund favors AI investments over SpaceX IPO
North Carolina’s state pension system is steering capital toward artificial intelligence companies instead of taking a direct private-market stake in SpaceX ahead of the rocket maker’s ...
Washington general obligation bonds win AA rating as fiscal pressures weigh on outlook
Washington is securing a high-grade credit assessment for $1.5 billion of general obligation bonds while facing a more cautious view on its finances. The negative outlook highlights pressure from ...
U.S. Treasury releases annual Social Security and Medicare trustees reports
Federal officials are publishing the latest annual assessments of the financial outlook for Social Security and Medicare after a meeting of the programs' boards of trustees. The reports are ...
UK retirement planning data highlight longevity, drawdown and state pension risks
Retirement planning in the UK is becoming more complex as defined contribution pensions replace more predictable sources of income. That shift leaves individuals more exposed to investment, ...
