↗️ During June, the Milliman 100 Pension Funding Index (PFI) funded status held steady at its $46 billion surplus level, while the funded ratio rose slightly to 103.7% from 103.6% at the end of May. “The first half of 2024 has seen nothing but funded ratio improvements,” said Zorast Wadia, author of the PFI. “However, with markets at all-time highs and concerns that discount rates may eventually fall, the forecast for the second half of 2024 may not be as sanguine, and liability-matching portfolios will continue to be prudent strategies for plan sponsors.” Read the full report: https://bit.ly/4cwhnBv #pensions #milliman #employeebenefits
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During the second quarter of 2024, the funded status of the model private sector, single-employer pension plan Segal examines every quarter rose by 3 percentage points, to 107 percent. See three graphs that tell the story behind the increase — and learn how plan sponsors should examine changes in their own DB plans: https://lnkd.in/enP-iwwD #dbplans #definedbenefit #pensions #investments
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SIPP Expert Provider ● SSAS ● Investments ● Retirement ● Property Experts ● Glasgow ● Edinburgh ● Scotland ● UK Wide
This is a crucial part of property purchase as it can solve a funding issue. In addition and for connected parties (which is often overlooked), we allow the client to buy a portion of the title, then with structured rent payments, future contributions, rental investment, all under IFA guidance, the member can come back and buy out the remaining element. So even if the maths don't appear to work at day one, we usually can find a solution!
Remember that a #SIPP can borrow up to 50% of its net value. Yorsipp SIPPs are flexible. If your client doesn’t have enough funds in their pension scheme for an outright purchase then a commercial loan can help fund the difference. Read on to find out more: https://lnkd.in/eFcsx6VQ #SSAS #pensions #planningforyourfuture #investmentsolutions #investment #investmentplanning #propertypension #SIPPpension #SIPPinvestment #SIPPprovider #commercialpropertypension #retirementplanning #IFAs #paraplanners #flexiblepension #flexibleSIPP #propertypurchasefee #commercialproperty #financialplanning
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During the second quarter of 2024, the funded status of the model private sector, single-employer pension plan Segal examines every quarter rose by 3 percentage points, to 107 percent. See three graphs that tell the story behind the increase — and learn how plan sponsors should examine changes in their own DB plans: https://lnkd.in/eXESW46w #dbplans #definedbenefit #pensions #investments
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The June update of the PPF 7800 showed that the aggregate defined benefit pension scheme surplus on a section 179 basis increased by £4.8bn to £473.6bn in June. Both assets and liabilities increased although the average funding ratio remained the same at 149.4%. Find out more from the data in PensionsAge including thoughts and analysis of Broadstone's Senior Actuarial Director Jaime Norman by accessing the article in the comments. #definedbenefit #schemefunding #pensions
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Many of our conversations focus on starting a pension but what happens after that? It’s important to regularly review your plan to ensure it is still meeting the goals you set for your retirement, no matter how far away that may seem. This article from Zurich Ireland explains how changes in the market and your own circumstances may mean you need to “upgrade” your pension. #quintaswealthmanagement #weknowwhatcounts #knowingwhatcounts #financialplanning #pensions #investments #wealthmanagement #protection #incomeprotection #ad https://lnkd.in/ehcVCqzE
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K3 Advisory believe investing in and promoting how critical DB pension scheme administration is, and will become more so over the next decade, is critical. Take a look at their latest Pension Funds Online #blog to read about the ticking time bomb of DB #pensionscheme administration 💣 https://lnkd.in/gCBTudFe #pensions #bulkannuity #investment
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Is the Pension Protection Fund right to propose to raise a £100m levy that it expects it does not need? In this article, we set out why we think it is not and highlight an alternative approach. https://ow.ly/R6wj50Q3QOe #pensions #retirement #PensionSchemes #PPF
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In this informative article on income drawdown Victoria Ross FPFS CFP, Chartered Financial Planner, comments on things to consider for those looking to transfer their pensions into a modern flexi-access drawdown scheme: Read more in interactive investor: https://bit.ly/4cjPsUT #Drawdown #Pensions #RetirementPlanning #FinancialPlanning
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It's estimated that £37billion worth of pension savings are lost or dormant across 1.6million people in the UK. (The Telegraph via. Gretel research, June 2023.) Are you one of them? Can you easily access all the details for each pension you may have? The government's pensions tracing service may be able to help https://lnkd.in/g6NUHgR Consider speaking to a financial adviser, who can also trace your pension(s) on your behalf then provide further advice and support. #CalderwoodFinancial #FinancialAdviser #Pensions
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I help people achieve certainty of income by increasing the likelihood of a successful investment experience to 94% so they can enjoy the same standard of living as the best years of their working lives.
Pension auto enrolment started 12 years ago. As a result of changing working habits, most people have multiple pension pots. There is now a plethora of small pots amounting to over 20M with £30BN in assets. Unreasonable costs, unknown investment choices makes this unprofitable for people. We are offeing an exclusive invitation free of charge to investigate, advise and if the outcome is positive, consolidate the pots. #pensions
