What Can Pension Schemes Learn from the PPF ?

Reading Time: 2 minutes The PPF publishes regular updates on the financial health of DB pension schemes in the UK (the PPF 7800 index) and also its own funding position. In recent times there has been quite some contrast between the two sets of figures (thanks to Pensions Expert for a great article highlighting this. Sure, the PPF collects … More What Can Pension Schemes Learn from the PPF ?

Which Investment Strategies Will Thrive in 2015 ?

Reading Time: 2 minutes We see literally hundreds of fund managers and investment strategies a year; which do we think are most likely to be successful in 2015? We really see three important things to focus on: risk, diversification, and freedom. Let’s take each of those in turn. Risk. This might sound obvious, but as we see it, the … More Which Investment Strategies Will Thrive in 2015 ?

UK Pension funding ratio falls 13% in a year as yield swings continue

Reading Time: 1 minute Data from the Pension Protection Fund as of March 2015 shows that while the assets of UK pension funds have risen in value by 12% over the last year, falling yields have driven a fall in funding ratio of 13%. The aggregate deficit stands at £292bn (this is down slightly from a recent high of … More UK Pension funding ratio falls 13% in a year as yield swings continue

2013 In Review: Asset Class Returns and Key Drivers

Reading Time: 5 minutes As we close the year of the Snake, and move into the year of the Horse, we are again reviewing the major asset class moves, from a UK pension fund investment perspective, in a similar way to what we did last year. UK Inflation Long term inflation expectations increased, with the 30 year zero-coupon RPI … More 2013 In Review: Asset Class Returns and Key Drivers