PPI in the Press

Uncertain times for savers   We all know that the world is changing, we just cannot be sure exactly how. In these current uncertain times, we have been looking ahead decades, rather than months, to see how changes in the way we live might impact on the way we save, and how individuals, employers, government, technology and savings providers might need to chang ...

  Please click here, to download the press release. Please click here to read the full report. ...

  Please click here, to download the press release. Please click here to read the full report. ...

Brexit: What does it mean for private pensions? Let’s talk about the elephant in the room. This is a question the PPI have often been asked, but have so far not had the available evidence to answer. It is very difficult to say what Brexit means for anything, until we are a lot clearer about what Brexit actually means. To read the full article please visit the ...

Solving the lost pensions problem   The recent PPI Lost Pensions Survey suggested that around 6% of uncrystallised pots are held by customers considered ‘lost’, with potentially as much as £20billion held within them. To read the full article please visit the Money Marketing Website. ...

This Briefing Note, explores the definition of lost pensions, the estimated value of such policies, as well as the effectiveness of current processes to reunite individuals with their retirement savings. It presents data from the PPI Lost Pensions Survey, which covers more than 800,000 pots of which the holders are considered ‘gone away’.

This is the fourth edition of the annual publication, The DC Future Book in association with Columbia Threadneedle Investments. The DC Future Book sets out available data on the DC landscape alongside commentary, analysis and projections of future trends.

Recent years have seen a greater focus on Environmental, Social and Governance (ESG) factors when investing pension funds. This report explores: the definition of ESG and how it is interpreted by others; why organisations decide to invest, or not to invest, using ESG principles; the barriers to ESG investing; the current legal position of schemes in relation to ESG; and, Trustees’ and IGCs’ perceived legal responsibilities.

A welcome review of pensions tax relief   The recent announcement in a House of Lords debate that the government will “examine the process for payment of pensions tax relief for individuals” has once again ignited interest in the issue of tax relief for pension saving, although it is fair to say that it has never gone too far away. To read the full article ...

This report is the first of two reports and focuses on four different areas of life, how they relate to wellbeing, and how the future might be different to traditional trajectories going forward.