Pension Funds News and Retirement Investment & Fund Management Updates
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, ...
UK pension planning gains urgency for Britons working abroad
Recent changes to UK tax rules are making pension planning more important for Britons who work overseas or intend to retire abroad. Advisers say poor preparation can lead to unexpected tax charges ...
UK pension savers rethink estate planning as inheritance tax changes widen exposure
UK savers are reassessing how pensions fit into estate planning before inheritance tax changes take effect from April next year. The shift brings unused pension pots back into the tax net for ...
Justice Department union corruption case ends in racketeering convictions
A federal jury has convicted four former Boilermakers Union officials and associates over a long-running scheme that diverted union dues into no-show jobs, luxury travel, personal spending, and an ...
Trump Accounts open Roth IRA pathway for children's retirement savings
Ahead of their launch next month, Trump Accounts are drawing millions of sign-ups from families seeking a new tax-advantaged savings option for children. Financial planners say the structure could ...
U.S. lawmakers urge Labor Department to drop crypto 401(k) proposal
A push to widen access to alternative assets in U.S. retirement plans is drawing sharp opposition from senior Democratic lawmakers in Congress. They warn that including crypto and other less ...
U.S. lawmakers seek to block Labor Department rule on crypto in 401(k) plans
A dispute over retirement-plan investment standards is intensifying as U.S. lawmakers challenge a Labor Department proposal that could widen access to alternative assets in 401(k) accounts. The ...
24-state coalition opposes DOL proposal to ease alt-asset access in retirement plans
A coalition of attorneys general and labor officials from 24 states is opposing a U.S. Department of Labor proposal that would make it easier for 401(k) and other retirement plans to include ...
UK youth inactivity threatens long-term pension savings
Rising numbers of young people outside work, education and training are increasing the risk of weaker long-term retirement savings in the UK. Pension specialists say delayed entry into employment ...
Fidelity report shows 401(k) balances decline as hardship withdrawals rise
Retirement savers face weaker account values at the start of 2026 as market turbulence and household cost pressures weigh on long-term savings. Fidelity says first-quarter data also shows more ...
Louisiana refunding bonds win AA rating from KBRA
Louisiana is tapping the municipal bond market with its Series 2026-B general obligation refunding bonds as investors weigh the state's fiscal position against structural economic risks. KBRA ...
