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- Markets continue to experience a tough start to 2022
- Will the new transfer regulations lead to a surge in additional referrals for scams guidance?
- 2022: DC Survey - To Govern or to Consolidate?
- Carbon Offset Credits - What are they and should pension schemes invest in them?
- Superfunds become a real option, but what happens next?
- Is investing in China and emerging markets becoming riskier?
- Investment Fund ESG review - September 2021
- First green gilt issued. What does this mean for pension schemes?
- How do fiduciary managers de-risk as schemes approach their long-term funding targets?
- Does Bitcoin have a place in a pension scheme portfolio?
- Actions you can take to protect your members from pension scams and meet TPR's pledge requirements
- Member Outcomes Survey 2020: Predicts increasing member vulnerability in pension transfer activity over the next 12 months
- New Survey Launch | 2020 Accounting for Pensions Survey
- COVID-19 Checklist of key actions for trustees
- The Pensions Regulator’s Annual Funding Statement 2022
- Equities finish 2019 with another strong quarter
- Q2 2022 outlook for pension scheme trustees and employers
- Pension Schemes Bill heralds significant change for UK pensions
- Fiduciary Manager Review 2022
- Sustainable investment: harnessing the power of pensions
- Ukraine crisis: Your investment questions answered
- Ukraine update: Assessing the impact on your scheme
- XPS News Special | Ukraine Crisis – Key actions every pension scheme should be taking
- XPS Market Pulse
- Normal minimum pension age to rise to 57 in 2028
- PPF levies to reduce by £130m with new protection against large increases
- Tax Help For Older People
- 2022 outlook for pension scheme trustees and employers
- Risk Transfer TV - In conversation with Ramona Tipnis, Client Director at PTL
- Pensions Regulator completes first superfund assessment
- New COVID-19 variant,‘Omicron’, leads to sharp equity market pull-back
- New regulations to help combat pension scams: actions trustees can take
- Achieving good retirement outcomes
- Further climate change disclosures in the offing as world leaders meet at COP26
- Welcome to XPSArena
- Autumn Budget 2021: Further consultation on DC charge cap before end of 2021
- Risk Transfer TV - XPS in conversation with Tom Seecharan from Rothesay
- Member outcomes under freedom and choice
- Do you fully understand your fiduciary manager’s approach to ESG?
- Paula Haughton in conversation with Akash Rooprai, Independent Trustee Services (ITS)
- Does your scheme’s ESG strategy reflect your trustees’ views?
- New data analytics can improve your employees’ financial wellbeing
- Collective money purchase schemes introduced by Pension Schemes Act 2021
- The Pensions Regulator’s Annual Funding Statement 2021
- New ability to block transfers is a welcome step, but wider scam checks remain crucial
- Markets slow amidst growing inflationary pressures
- Pensions dashboards are coming
- Tailoring CMI 2020 for your scheme and using scenario analysis to understand longevity risk
- Fiduciary Manager Review 2021
- Continued economic recovery drives equities but prompts concerns of overheating
- The Pensions Regulator consults on new single code of practice
- The PPF consults on new D&B insolvency risk scores
- Risk Transfer TV- talking longevity with Pension Insurance Corporation
- Investment Outlook: A Vision for 2020
- New Regulator powers will increase risk management obligations
- New Service | A Faster More Efficient Way to Tackle GMP Equalisation
- XPS Risk Transfer TV - Channel
- Risk Transfer TV - Latest Risk Transfer Buyout News
- Risk Transfer TV - XPS in conversation with Jamie Cole from Aviva
- Risk Transfer TV - XPS in conversation with Paige Wilson from Legal and General
- Risk Transfer TV - XPS in conversation with Beatrice Male from Legal and General
- Risk Transfer TV - XPS in conversation with Peter Jennings from Just
- Risk Transfer TV - XPS in conversation with Ashu Bhargava from Clara
- Employers are increasingly making use of contingent support
- Pension Schemes Act 2021 requires long-term strategy from trustees and employers
- Optimism continues to drive markets
- Individual investors show the might of their collective stock buying power
- Pension Schemes Act 2021 – TPR consults on use of its new criminal sanctions
- Updating life expectancy assumptions for the new CMI 2020 model
- Pension Schemes Act imposes new requirements on managing climate risk
- Trustees embrace new ways of working
- Will new EU regulations stop greenwashing?
- Risk Transfer TV - XPS in conversation with Antony Barker from The Pension Superfund
- An eventful month to start the year
- Potential change to Retail Price Inflation (RPI) will impact member options now
- Regulator to set out clear expectations for trustee knowledge and governance
- ESG Integration: How Fiduciary Managers stack up
- All employers should now review their pension strategy
- Is your scheme’s well-hedged LDI strategy more exposed to RPI reform than you think?
- Regulator’s funding consultation will drive detailed robust pension strategies
- Budget for unsettled times introduces significant pensions tax change
- RPI to be aligned with CPIH some time between 2025 and 2030
- Russia’s invasion of Ukraine compounds a volatile start to the year for markets
- TPR issues further guidance for trustees on climate change requirements
- Ukraine Update | Assessing the Impact for Pension Schemes with Fiduciary Managers
- Trustees need to engage with members looking to leave DB pension schemes
- COVID-19 pensions actions for employers
- Markets swing wildly during February increasing volatility for pension schemes
- Ukraine – assessing the impact on pension investments
- Pension Schemes Act 2021 powers demand robust governance
- Global government bonds sell-off benefits pension schemes
- Budget 2021 freezes lifetime allowance for pension saving
- Pension Schemes Act 2021 gives trustees power in the fight against pension scams
- New Regulator powers will impact corporate activity in 2021
- Pandemic drives new wave of benefit change
- Brexit, Biden and Bounceback or Bust?
- Pension Schemes Act 2021 heralds introduction of major reforms
- How employers can respond to changes to RPI inflation
- FCA sees ‘signs of improvement’ in transfer advice but key challenges remain
- 2021 outlook for pension scheme trustees and employers
- COP29: Final $300bn deal falls short of requirements
- XPS News | The impact of COVID-19 on investment markets
- The most challenging global economic environment in almost a century
- Impact of COVID-19 on transfers from defined benefit pension schemes
- A turbulent start to 2022 for investment markets
- PPF confirms details of D&B scoring for levies
- Recent trends in mortality and CMI 2019
- Accounting for pensions – has your balance sheet improved?
- Fiduciary Managers under the spotlight
- Investment Market Briefing for UK Pension Schemes
- Outlook for 2022: Expect the Unexpected?
- Markets rebound strongly but volatility continues
- Choppy gilt yields put pressure on pension scheme funding levels
- How well have fiduciary managers tackled the COVID-19 crisis?
- Actions for employers with 2019/20 funding valuations
- Risk markets continue their rally
- DC analytics can improve members’ retirement outcomes
- FCA bans contingent charging for pensions transfer advice
- Pension Schemes Act 2021 – TPR Provides Further Guidance on Using its New Powers
- What happened at COP26 and what does it mean for pension scheme investments?
- DWP strengthens transfer regulations to help combat pension scams
- XPS News | Administration Special
- Pensions Regulator issues guidance for defined benefit superfunds
- Managing employee pension costs to meet developing challenges
- Global equities erase all losses experienced in 2020
- A better way for trustees to implement investment decisions
- Actions for employers as transfer activity takes off again
- Investment Market Update for UK Pension Schemes
- Emerging issues in valuations
- Global equities finish the summer strongly
- Should pension schemes consider the impact of all serious diseases rather than just COVID-19?
- Getting value and efficiency from GMP Equalisation
- October 2020 - Improving member outcomes. Should you govern or consolidate?
- Pension Scheme funding falls despite strong month for equities
- Planning for year-end accounting in advance
- PPF levies to reduce by £105m
- XPS News | Scam Prevention Special
- FCA consultation on property fund notice periods – what are the implications for pension schemes?
- Reflecting COVID-19 in company accounting for pensions
- Pensions Regulator issues guidance for those considering a superfund
- Stagflation on the horizon? Global supply chain issues stall recovery
- XPS are proud to commit to the Pensions Regulator’s Pledge to combat pension scams
- Putting in place a low-cost receiving vehicle for member transfers
- Pension Schemes Act 2021 – DWP consults on changes to notifiable events regime
- Government ramps up focus on climate change for pension schemes
- RPI now expected to align with CPIH in February 2030
- Scam protection – taking the Pensions Regulator’s pledge
- Schemes required to equalise past transfer values for GMP inequalities
- UK equities have best month since 1989... off the back of encouraging COVID-19 vaccine news
- Markets rally to cap off one of the most extraordinary years in history
- Does the GameStop experience highlight a need for pension schemes to avoid ‘short selling’ investments?
- Continued optimism despite inflation fears
- Covenant actions for employers during current funding valuations
- Uncertainty weighs on investor sentiment
- Using bridging income options to help your members and reduce risk
- Emerging markets recover some lost ground despite rising Middle East tensions
- Pension Schemes Act 2021: the state of play at the end of summer
- Inflation headwinds continue to stifle global markets
- Understanding employer covenant in volatile economic times
- Is a superfund right for your scheme?
- Why now is a good time to revisit member options
- The Pensions Regulator seeks to provide clarity on its approach to enforcement
- Is your pension scheme better funded than you thought?
- April 2022 - Improving member outcomes. Should you govern or consolidate?
- Five investments that can support your scheme’s investment strategy
- Runaway yields — is your LDI hedge still on track?
- Carbon Reduction Pathways - How your pension scheme investments can become Net Zero aligned now
- Gilt yields rise at their fastest rate since the 1990s as central banks scramble to combat surging inflation
- TPR warns “Your pensions dashboards deadline is coming”
- Q3 2022 outlook for pension scheme trustees and employers
- FM ESG Integration Survey
- Climate change disclosures extended by new Paris Agreement metric
- DWP’s consultation on new regulations for DB scheme funding and investment
- Markets start the second half of 2022 on stronger footing
- The Pensions Regulator’s new, stronger powers - Checklist
- Open-ended Infrastructure: How your pension scheme can benefit
- UK pension schemes have never been better funded despite inflation headwinds
- Responding to market conditions: Actions for pension scheme sponsors
- Investment Fund ESG Rating Review
- Seismic gilt yield movements: 11 key actions trustees should be taking in response
- Funding and benefit actions for trustees during the current market conditions - Checklist
- Gilt yields soar out of control before Bank of England steps in
- How well did your fiduciary manager weather the storm in the gilts market?
- New Prime Minister and mini-budget U-turn stabilises UK markets
- Setting an investment strategy in a post gilts crisis world
- The FCA’s draft Sustainability Disclosure Requirements are a positive step in the fight against greenwashing
- What can pension schemes learn from the first wave of TCFD reports
- COP27 | Key outcomes and implications for pension schemes
- PPF to dramatically reduce levies
- Markets rebound but Bank of England forecasts long recession
- Member Outcomes Survey | An analysis of transferring DB pension scheme members
- Managing an unprecedented pensions accounting year-end
- TPR launches consultation on the new DB funding code and Fast Track
- Markets settle down and pension schemes end the year up
- Q1 2023 outlook for pension scheme trustees and employers
- Outlook for 2023: Back to the 90s?
- LDIWatch: The crisis and the importance of choosing the right LDI manager
- Government borrowing on the rise but inflation begins to ease
- XPS Funding Watch: Implications of the funding code for trustees and sponsors
- New DB funding code checklist
- Implications of the new pensions funding and investment regime
- Outlook for DC Pension Schemes
- Sharply rising gilt yields sees pension scheme funding on the rise in February
- Budget increases pension saving capacity to facilitate return to work
- Near Collapse of Credit Suisse: Implications for UK Pension Schemes
- How well do fiduciary managers address pension schemes’ endgame objectives?
- Private Markets - A once in a decade buying opportunity for pension schemes?
- Markets rally in Q1 despite turmoil in the banking sector over March
- Fiduciary Manager Review 2023
- Q2 2023 outlook for pension scheme trustees and employers
- The Pensions Regulator’s Annual Funding Statement 2023
- Biodiversity – implications for investment decision making
- UK equities post a strong month despite double digit inflation and bleak outlook for 2023
- The Pensions Regulator publishes guidance to boost equality, diversity and inclusion across trustee boards
- Gilt yields climb over May as inflation is proving tough to beat
- Parliamentary Report into LDI: Key insights for pension scheme trustees
- Q3 2023 outlook for pension scheme trustees and employers
- Managing defined benefit pension scheme surpluses
- Funding levels up on the quarter following interest rate rises to tackle stubborn UK inflation
- What is in the Mansion House reforms?
- XPS Risk Settlement Watch | Bulk Annuity Market: Q3 Trustee Update
- Are you missing out on the benefits of non-sterling bonds?
- Major equity markets rally off the back of encouraging outlook
- ESG assessment of XPS’s client funds
- Illiquid Assets in DC schemes - New requirements for trustees
- DWP and HM Treasury call for evidence on pension trustee capabilities
- The landscape for DB schemes after the Mansion House speech
- Quantitative Easing and LDI have a lot in common - more than you might think
- How DB pension schemes can support UK growth and protect members
- How well fiduciary managers are addressing pension schemes' ESG requirements
- Equity markets fight back in the final week of August to recover some ground on earlier losses
- Looking beyond sterling investment grade credit
- Lessons learned from LDI one year on
- Cost to employers of leaving LGPS falls away
- When it comes to LDI collateral, is credit a dirty word?
- Q4 2023 outlook for pension scheme trustees and employers
- Positive growth asset performance is only part of the story
- Investment Fund ESG Rating Review 2023
- Understanding the new charities investment guidance
- Can fiduciary managers have their cake and eat it?
- PPF slashes levies again to £100m but warns they will not go lower
- New TNFD framework for assessing biodiversity risks and opportunities
- Charity Investment News - Bonds and property dampen capital returns over the quarter
- Bulk annuity market: Q4 update for trustees and pension scheme sponsors
- The future of DC: What is next and where are we heading?
- XPS publishes summary of firm-wide climate change expertise and commitment
- Deepening conflict in the Middle East compounds concerns of a nervous market
- Pension transfers: Taking the time to protect members
- How good is your asset manager at predicting the future?
- Autumn Statement brings more questions than answers
- FCA finalises UK Sustainability Disclosure Requirements and adds a fourth sustainability label
- Markets bounce back in November fuelled by optimism over interest rate cuts in 2024
- Net zero targets are common, but many lack a clear strategy
- COP28 makes a historic first step in transitioning away from fossil fuels but avoids commitment to phase-out
- Member Outcomes Survey: An analysis of transferring DB pension scheme members
- Opportunities for employers signalled in Autumn Statement
- The case for emerging market debt and high yield
- The beginning of the end in the fight against inflation?
- Q1 2024 outlook for pension scheme trustees and employers
- The Pensions Regulator’s general code of practice finally laid in Parliament
- Bulk annuity market: Q1 update for trustees and pension scheme sponsors
- Outlook for 2024: Election time! Politics to take centre stage in 2024
- Charity Investment News - The beginning of the end in the fight against inflation? Or still too soon to tell?
- New kids on the blockchain - why you should watch this space
- First piece of the defined benefit (DB) strategy jigsaw is in place
- Global equity markets remain buoyant as US stocks reach an all-time high
- Capital Backed Journey Plans - helping pensions schemes run for the line?
- Government seeks to make DB surplus extraction ‘in line with trustee duties’
- 4 bold ideas to get illiquid DC allocations up to 20%
- Spring Budget 2024 brings no big surprises to pensions
- Tech stocks soar in February powered by Artificial Intelligence
- The Pensions Regulator (TPR) launches statement of strategy consultation
- Government finalises funding rules and consults on surplus extraction
- Does property provide an investment opportunity for charities and not-for-profits?
- Q2 2024 outlook for pension scheme trustees and employers
- Is it time to call the top of the equity market?
- Global equities are off to a flyer in 2024 as tech stocks lead the way
- Bulk annuity market: Q2 trustee update
- Do all roads still lead to buyout?
- Charity Investment News: Global equities are off to a flyer in 2024 as tech stocks lead the way
- Fiduciary Manager Review 2024
- The Pensions Regulator’s Annual Funding Statement 2024
- Nagging inflation divides opinion on when interest rate cuts will begin
- Running DB pension schemes on effectively
- CPI falls to 2.3% but has it fallen far enough for DC savers to catch up?
- General election announcement stalls pensions-related decisions
- UK interest rates are poised to fall but the picture in the US remains far from certain
- General election 2024: What do the parties’ manifestos say about pensions?
- Running away from running on? How short-term run on is the best game in town
- Investment Manager Agreement: 10 Critical Issues for Fiduciary Manager Appointment Documentation
- How occupational pension schemes can thrive as retirement benefit schemes
- The first major central bank has moved to cut interest rates
- Charity Investment News: The first major central bank has moved to cut interest rates
- New Funding and Investment Strategy Regulations Report
- Quarterly Pensions Watch: Pension Schemes Bill announced
- Three topics investors should not hide away from
- Introducing Australia’s Performance Test may not be the panacea for UK DC pension schemes
- The perpetual wait for key elements of the new funding regime - a blessing in disguise?
- Bulk annuity market: Q3 trustee update
- TPR’s final draft funding code released ahead of new regime coming into effect
- Bank of England narrowly votes to cut interest rates
- Outsourced Chief Investment Officer (OCIO): what does it mean and how is the market evolving?
- New TPR guidance makes DB superfunds more commercially viable
- FCA consultation on new value for money framework
- Global equities recover after a shaky start to August
- Charities and credit - a love story in the making?
- Local Government Pension Scheme: Analysis of Net Zero targets
- Should the UK adopt Aussie Rules for DC pension schemes?
- TPR’s interim response to statement of strategy consultation released
- Private Markets – once in a generation opportunity for charity and endowment portfolios?
- Secondary Market Watch
- In illiquid markets there is no such thing as a free lunch, but you can eat someone else’s!
- Easing inflation sparks rate cuts across global central banks
- Charity Investment News: Easing inflation sparks rate cuts across global central banks
- Is your scheme ready for the new funding code of practice?
- PPF maintains lowest ever levy of £100m
- Bulk annuity market: Q4 trustee update
- The new funding and investment strategy regime – an in-depth review of the investment implications
- AI-Enabled Transformation: Game-changer or Hype
- Markets react to fiscal plans unveiled in the Autumn Budget
- Quarterly Pensions Watch: Autumn Budget – speculated changes fail to emerge
- Mansion House 2024: Reforms to the DC pension market
- Is now the time for a Defined Benefit Pension Windfall for your charity?
- Investment Fund ESG Rating Review 2024
- Takeaways from the Mansion House Speech for the Insurance sector
- The business case for change in insurance: Ensuring a return on investment
- Are you a passenger to your pension scheme’s destination?
- TPR publishes updated DB covenant guidance
- US equities rally on the back of Trump’s victory in November
- The impact of AI on asset management
- What could the UK pension system give its members this Christmas?
- Is Bitcoin coming of age? And if not, why not?
- How can employers benefit from pension scheme surpluses?
- Fiduciary Manager ESG Integration Survey
- US equities post their best two-year run of the 21st Century
- XPS Insurance Watch: Steering the UK Life and Annuity market in a time of change and opportunity
- Charity Investment News: US equities post their best two-year run of the 21st Century
- Can employers avoid paying too much by leading on the covenant assessments?
- Outlook for 2025: Trump 2.0 and ‘Golden Ages’
- Quarterly Pensions Watch: Outlook for UK pensions in 2025
- Government confirms plans to reform DB surplus rules
- Bulk annuity market January 2025 trustee update
- What impact does IFRS 17 have on the insurance industry?
- Global equities continue their charge despite AI overspending fears
- PPF sets lowest ever total levy of £45m: New provision may lead to future zero levy
- Insurance Analytics: What is it and how is it used?
- Reshaping pension scheme investments: a strategic opportunity for employers
- Digital Transformation: Enhancing customer experience in the Retirement Solutions market
- Why administration needs a prime spot on your next trustee board agenda
- Secondary Market Watch: An update on market pricing
- Can DB run-on deliver on UK productive finance?
- Markets react anxiously to Trump tariffs
- Funding and Investment Strategy: Jargon Buster
- How pension schemes have developed their net zero strategies
- What is ESG investing and what does it mean for investors?
- New Funding and Investment Strategy Companion Part One: Setting a long-term strategy
- Industry developments that could transform your DB pension strategy
- US tariffs: Implications for UK pension schemes
- Quarterly Pensions Watch: Spring is in bloom - but pensions industry waits
- Bulk annuity market April 2025 Update
- Could your low dependency strategy stand up to Trump’s tariffs?
- Fiduciary Manager Review 2025 - How well have they performed?
- How can employers get the most from their DC schemes?
- The Pensions Regulator’s Annual Funding Statement 2025
- How well are fiduciary managers adapting to improved scheme funding?
- The Future of Insurance: 5 Key Developments in InsurTech
- Is Trump’s tariff policy a sign of more unpredictability to come?
- Funding and Investment Strategy Companion Part Two: The covenant assessment
- Benefits & Challenges of AI in the Insurance Industry
- How should employers engage with the buy-in process?
- Benchmarking your DC arrangement: Are your members getting value for money?
- What does the future hold for Diversified Growth Funds?
- Government sets its course to unlock DB surpluses
- Global equities rebound in May but still some way off peak
- TPR launches final statement of strategy and new digital valuation submission service
- TPR guidance provides balanced support for a range of endgame options
- What can DB pension investors do to protect against increasing US political risks?
- Pension Schemes Bill puts value under the spotlight
- Funding and Investment Strategy Companion Part Three: Scheme investments under the new regime
- Government to make DB surplus more accessible to employers
- What is the Secondary Market and How Does it Work?
- Multi employer DC schemes must reach £25bn, but is bigger always better?
- Trump, NZAMI, and what it all means for investors thinking about climate change
- Pension buy-ins and buyouts: What does it mean?
- XPSArena
- Events
- XPS Live | How the Government's DB surplus plans might impact you
- 2025 Pensions Conference
- XPS Live | Implications of the updated covenant guidance: Factoring covenant into your strategic journey
- XPS Arena Live | Complimentary Trustee Training: Tackling your first valuation under the new funding regime - Part 1
- XPS Arena Live | Complimentary Trustee Training: Tackling your first valuation under the new funding regime - Part 2
- XPS Live | Overcoming key pensions administration challenges
- XPS Live Special | Rising above the noise: Making good investment and covenant decisions through the market turmoil
- XPS Live | Fiduciary Managers: How well placed are they to meet the challenges of tomorrow?
- XPS Live | Adapting to change: What the Pension Schemes Bill will mean for DC pension schemes
- XPS Live | Can the industry cope with the increased demand for insurance buyouts?
- XPS Live Special | Government sets course to unlock DB surplus
- XPS Live | Getting real value from TPR’s governance standards and Own Risk Assessment
- XPS Live | Making Sense of the New Funding Rules and Overcoming Valuation Challenges
- Trustee Knowledge and Understanding
- XPSArena Live | Tackling your first valuation under the new funding regime - Day 1
- XPSArena Live | Tackling your first valuation under the new funding regime - Day 2
- Press releases
- XPS Pensions Group Appoints Four New Partners
- Bank of England interest rate rises by 0.25%
- Stephen Purves joins XPS Pensions Group as Head of Risk Settlement
- National Pension Trust commits to new sustainable default strategy
- Record inflation rates continue to impact UK pensioners
- XPS comments on the impact of rising inflation on UK pension schemes
- Four out of Ten DC schemes are looking to consolidate in the next few years, XPS Pensions Group research finds
- XPS forms strategic alliance with abrdn to launch DB pensions master trust
- Men almost twice as likely to be at serious risk of pension transfer fraud than women
- XPS Pensions Group acquires Michael J Field Consulting Actuaries to further develop its strong SIPP and SSAS business
- Pension Schemes Bill 2020 heralds most significant changes to pensions in a decade
- December completes a turbulent year for transfer values
- Transfer values regain lost ground in January
- XPS finds a disparate approach to ESG integration in their latest ‘FM Watch’
- XPS says funding consultation sets hard deadline for schemes to reach strong funding targets
- Coronavirus fears cause transfer values to rise during February
- XPS responds to Bank of England interest rate cuts
- XPS comments on Bank of England’s latest rate cut
- Charlotte Jones Awarded ‘2021 Pensions Actuary of the Year’ Actuarial Post Awards
- Corporate balance sheets overstating pension liabilities by £45bn, XPS Pensions Group research finds
- XPS becomes carbon neutral across entire value chain
- XPS Pensions Group appointed as pensions advisory partner to BT Group Plc
- XPS Pensions Group urges pension scheme trustees to take action now to meet challenging three-week deadline to comply with new transfer regulations
- Record transfer values lead to highest average fees following transfer for DB pension scheme members, XPS Pensions Group research finds
- Atkinson Northern Limited Retirement Benefits Scheme completes bulk annuity transaction
- XPS Pensions Group urges employers to act quickly to take advantage of large reduction in PPF levy
- XPS DB:UK tracker reveals pension schemes hit by £46bn increase in liabilities in September as inflation rises
- Market turmoil causes Bulk Annuity Pricing to fall
- XPS’ reviews pension scheme funding levels and highlights potential scenarios for months ahead
- COVID-19 leads to most volatile month yet for transfer values
- Regulator reinforces importance of long-term for pension funds, with guidance to ensure short-term is navigated successfully
- XPS take action as risks of scams increase amidst COVID-19
- XPS reveals improvement in fiduciary manager performance in 2019
- COVID-19 crisis puts the brakes on transfer activity as quotation requests fall by a third
- XPS Pensions Group announce two new promotions to Partner
- Best performing Fiduciary Managers of 2019 suffer biggest losses in 2020, according to XPS
- Sophia Singleton joins XPS Pensions Group to lead its growing DC business
- Transfers Bounce Back to Almost Hit 2019 Record Highs
- XPS has released its third annual pensions accounting survey and calls for a new approach to the year-end accounting for pensions process.
- XPS’ Third Member Outcomes Survey predicts increasing member vulnerability in pension transfer activity over the next 12 months
- Transfer values continue to rise to a new record high
- XPS launches XPS Concierge – to bridge the gap between Traditional Consulting and Full Delegation
- XPS Fund Manager Conference reveals 85% Asset Managers believe Economic Recovery is at least Two Years Away
- XPS Pensions Group announces Paul Armitage as the new Head for The National Pension Trust
- DB Transfers continue as advice crunch looms
- XPS Pensions Group awarded FT’s PIPA ‘Technology Services of the Year' Award
- XPS Pensions Group warns mature schemes could see deficits double without a transition period under new Fast Track funding rules
- Scam red flags seen in half of all post lockdown pension transfers, according to XPS
- XPS launch Red Flag Index as the risk of pension scams increases
- XPS Pensions Group wins multiple awards at the UK Pensions Awards 2021
- UK fund management industry demonstrates strong progress in ESG risk management in 2021, but improvements are still needed
- XPS Pensions Group calls for Department for Work and Pensions to implement a more tailored approach for DC schemes
- Fiduciary Managers need to do more to incorporate ESG into their investment strategies according to XPS Pensions Group findings
- XPS wins two prestigious awards at UK Employee Experience Awards 2020
- Pensioners owed as much as £25,000 in back payments from GMP equalisation
- XPS calls for fund managers to step up on climate risk data
- XPS calls for DWP to consider staggering requirements by size of scheme to improve member outcomes
- XPS wins Business Culture Awards
- Pensions industry asked to ‘step up processes’ to protect member interests and combat pension scams
- Pensions Industry asked to step up to protect members as scam red flags remain high
- XPS research shows pension liabilities in UK company accounts could be overestimated by up to £60bn
- XPS say Defined Benefit Scheme Members will be amongst hardest hit by RPI decision
- XPS Pensions Group Appoints New Head of Covenant
- 20% fall in transfer activity but 49% indicated at least one red flag warning of a pension scam
- XPS says the DWP ignites the blue touch paper for a behavioural shift in relation to climate change for all pension schemes, fund managers and their advisers.
- XPS appointed as Actuarial and Investment Advisors to Trustees of Mitchells & Butlers Pension Schemes
- XPS Research reveals DB pension scheme closure considerations triple in 2020
- January transfer values and activity remain stable whilst scam red flags fall slightly
- XPS Pensions Group appointed as actuarial and investment advisers to the Heart of England Co-operative Pension Schemes
- XPS Transfer Watch reveals largest ever monthly fall in transfer values
- Pension schemes could be overestimating pension liabilities by up to 3.5% following Covid-19
- XPS to trial new working model giving employees choice around workstyle following COVID-19
- XPS Investment role in the Investment Consultants Sustainability Working Group
- XPS Transfer Watch – Rising inflation expectations help transfer values recover from February’s dip
- XPS signs Mental Health At Work Commitment to improve and support the mental health of their employees
- XPS Pensions Group promotes six new partners
- XPS Pensions Group Appoints New Chief Information Officer
- XPS Transfer Watch: transfer activity falls to lowest levels since September 2020 as red flag cases rise to a three-month high
- XPS Research shows Fiduciary Managers delivered positive returns in 2020, despite retaining pre-COVID strategies
- XPS Survey of UK Fiduciary Managers finds nearly a quarter of schemes that are required to re-tender have yet to start with CMA deadline fast approaching
- XPS warns that scam checks remain critical, following DWP consultation
- Scam warnings reach five-month high
- Further rise in gilt yields reduces long-term pension scheme deficits by £33bn
- XPS appointed as advisers to the Church of Scotland Pension Schemes
- Fiduciary managers' returns dominated by equity returns despite expensive multi-asset strategies
- Pension scam signs near record highs as 7 in 10 transfer requests show scam warning flags
- Rising gilt yields reduce long-term pension scheme deficits by over £60bn
- XPS launches tracker to help trustees monitor growth in bulk annuity transactions
- The £75bn hidden pensions cost of the pandemic
- Latest data from XPS shows scam signs recorded in two-thirds of transfer cases
- UK pension funding levels prove resilient in February despite the crisis in Ukraine
- XPS Transfer Watch reveals an increase in scam warning flags despite a new low in pension transfer activity
- UK pension scheme growth assets down by £56bn in the first month of 2022
- Pension transfer activity falls to lowest level in four years
- Bank of England interest rate rise drives UK pension scheme deficits down by £72bn
- XPS Pensions Group advises on £650m Mitchells & Butlers buy-in amid busiest period for bulk annuity deals in 2021
- Transfer values continue to set new records as inflation expectations increase further
- Rising inflation expectations and Omicron uncertainty drives deficits of UK pension schemes up by £64bn in the month to 30 November 2021
- XPS announces half year results
- XPS Transfer Watch – falling gilt yields push DB transfer values to record high
- XPS Pensions Group launches XPSArena to share expertise with industry
- Budget announcements lead to £100bn increase in UK DB liabilities over the month, according to XPS Pensions Group research
- XPS Transfer Watch – Transfer Values slip from recent highs as pension scam index falls for fourth month in a row
- XPS Pensions Group DB:UK Tracker - Pension scheme funding levels improve by £34bn despite inflation reaching its highest level in over a decade
- DB transfer values hit record highs in August
- UK pension schemes could take over a decade to reach full funding under new rules
- Transfer Values heading back to record highs in July
- Transfer activity continues to increase to highest levels since July 2020
- XPS publishes full year results
- XPS appointed as actuarial and investment advisers to the Heart of England Co-operative Pension Schemes
- UK pension schemes expected to reach long-term targets in less than 4 years despite volatility
- Scam warning flags reach a new high whilst transfer values continue to plummet
- High inflation means the true cost of early retirement could be over £10,000
- XPS Administration appoint new Head of Business Development
- XPS announce strong full year results
- Transfer values continue to slide as over four in five requests register at least one scam warning flag
- XPS Investment publishes its latest UK Stewardship Code Submission for 2021
- Bank of England increase interest rates by 0.25%
- High inflation continues to put stress on pension scheme investments
- XPS Pensions Group appoints Jo Carter as a new Partner in Risk Settlement Business
- Equity bear market - a buying opportunity for pension schemes or sign of more trouble ahead?
- UK Pension Schemes on track for full funding as deficits reduce by almost 70% in June
- National Pension Trust expands its business development team
- Transfer values down 25% this year as scam warning signs seen in almost all transfers
- High inflation impacts timing of retirement decisions
- XPS Pensions Group urges trustees to take proactive oversight of fiduciary managers’ approach to ESG
- Pension scheme funding levels maintain recent gains
- Defined benefit pension scheme members could be £10,000 better-off by postponing retirement by one day
- Transfer activity rises as The Pensions Regulator announces latest scam-fighting strategy
- XPS Pensions Group Appoints Mark Searle to Head of DC Investment
- UK pension schemes 100% funded on long-term targets for the first time
- DB members could miss out on pension income due to inflation caps
- XPS Pensions Group wins three awards at UK Pensions Awards 2022
- XPS Pensions Group acquires Penfida Limited
- Number of fund managers committed to net zero double in the last year, but only 2 in 10 have concrete carbon reduction plans: XPS Pensions Group
- Transfer values fall again as scam flags continue to register in more than 9 out of 10 requests
- XPS Pensions Group launches service to streamline bulk annuity transactions for smaller pension schemes
- FRC confirms XPS Pensions Group continues to meet standards of the UK Stewardship Code
- UK pension schemes soar into surplus as gilt yields rise following Chancellor’s budget
- Private sector defined benefit pension scheme members could lose £500 a year due to inflation caps
- Turbulent market conditions cause transfer values to fall to record lows, and by almost one third since December
- XPS Pensions Group appoints Faye Clark as Head of Investment Manager Research
- UK pension scheme funding weathers gilts crisis despite substantial toll for some schemes
- XPS Pensions Group surpasses one million members' pensions administered
- Pension Scheme funding holds strong despite soaring short-term inflation eroding the value of members’ benefits
- XPS announces half-year results
- Sustainability in pension scheme strategies improve but still room for improvement on disclosures
- Pension scheme funding levels hold firm as markets stabilise
- Better support and advice could boost retirement income for transferring members by 15%, XPS Pensions Group finds
- TPR publishes new funding code consultation
- Transfer activity highest in two years as values recover from record lows
- Pension schemes on a high after an unprecedented £400bn improvement in funding over 2022
- Inflation figures begin to stabilise
- XPS Pensions Group appoints Dave Barratt to growing Risk Settlement team
- Pension transfer values fall by over a third during 2022 due to rising gilt yields
- XPS launches LDI Oversight Service after research shows variation in manager performance during crisis
- A stable start to 2023 for UK defined benefit schemes
- Inflationary slowdown continues
- Pension transfer activity and values make a stable start to 2023
- XPS Self Invested Pensions surpass £1.5bn of commercial property investments
- Pensions funding improves as gilt yields hit highest point since October 2022 market turmoil
- Defined benefit bulk annuity market favours full scheme transactions as funding levels improve
- XPS Pensions Group appoints Dan Carpenter to growing Investment team
- Transfer Value Index falls to lowest month-end level since 2016
- XPS Pensions Group appoints Adrian Marshall to its expanding Risk Settlement Team
- Pre-close trading update
- Interest rates continue to rise as inflation rises again
- XPS responds to funding code consultation
- Over 60% of DB pension schemes expect to be fully funded within three years, according to XPS Pensions Group poll
- XPS responds to Bank of England announcement on LDI
- A third of fiduciary managers lack recent experience of buyout as DB pension scheme funding positions strengthen
- Pension funding levels fall, amid market volatility driven by the banking crisis
- National Pension Trust (NPT) appoints HUB Financial Solutions to provide at-retirement service to members
- CPI inflation falls from 10.4% to 10.1%
- XPS research shows wide variation in fiduciary manager growth portfolio performance throughout 2022
- Transfer Activity falls to lowest level since September 2022
- XPS comments on FCA and TPR update on LDI
- XPS responds to Work and Pensions Committee inquiry into defined benefit pensions
- XPS appoints eleven new partners
- Pension scheme surpluses rise to reach £53bn with improvements over April
- XPS Pensions Group named as one of The Sunday Times Best Places to Work 2023
- XPS Investment publishes its latest UK Stewardship Code Submission for 2022
- Record growth with operational gearing
- Inflation below 10% as rates continue rising
- Transfer Activity falls to lowest level since June 2022
- XPS Pensions Group wins three awards at UK Pensions Awards 2023
- Pension scheme surpluses rise on the back of sharp gilt yield rises
- XPS Pensions Group signs up to Net Zero Investment Consultants Initiative
- CPI inflation remains at 8.7%
- Bank of England increase interest rates by 0.5%
- Month-end value of typical DB pension transfer falls to lowest level for seven years
- XPS Pensions Group wins Best Pensions Adviser at the 2023 Corporate Adviser Awards
- XPS appointed as investment adviser to the UK’s leading social impact investor, Big Society Capital
- Pension scheme surpluses maintained despite market volatility
- CPI inflation falls to 7.9%
- DB Transfer Values continue to fall in the second quarter of 2023
- Defined benefit pension scheme funding remains robust despite challenging economic climate
- Transfer activity falls to lowest level in over five years
- XPS Pensions Group appoints Rob Edge to its expanding Risk Settlement Team
- Change in defined benefit surplus rules could spur £100bn investment in the UK economy, report finds
- Bulk annuity activity at record levels as schemes’ funding improvements continue
- 26% of fiduciary managers do not have net zero goal, XPS Pensions Group finds
- FRC confirms XPS Pensions Group continues to meet standards of the UK Stewardship Code
- One in four pension scheme trustees and sponsors support run-on as a viable option for DB schemes, XPS Pensions Group poll finds
- Bank of England keep interest rate at 5.25%
- August sees reduction in scam flags raised by DB pension transfers
- Aggregate DB pension scheme surpluses continue to improve despite Bank of England’s September interest rate decision
- Investment managers continue to strengthen ESG integration despite increased debate around approach
- XPS Pensions Group gains Menopause Friendly Accreditation
- CPI Inflation remains at 6.7%
- DB Transfer Values fall to lowest month-end figure since 2018
- Interest rates held steady amidst economic concerns
- UK employers must help shape pension risk transactions to prevent a £70 billion hit to profits
- Large accounting surpluses expected as strong scheme funding levels remain stable
- XPS appointed to provide administrative services to the John Lewis Partnership Pensions Trust
- XPS Pensions Group appoints Patrick Lloyd to its expanding Risk Settlement Team
- XPS Pensions Group launches new technology to improve understanding of pensions for all pension scheme members
- Autumn statement pensions plans represent “missed opportunity"
- Typical DB transfer values fall to near record lows
- FCA UK SDR policy reaction: ‘Sustainability Mixed Goals’ label “adds flexibility but ambiguity” for investors
- Large DB pension surpluses maintained as UK Government announces reforms
- Pension scheme trustees and sponsors split on impact of Autumn Statement on scheme strategy, XPS Pensions Group polls finds
- 60% of schemes have a Net Zero target, and the largest schemes account for majority of action, XPS Pensions Group research finds
- Interest rates held steady amidst economic concerns
- DB Transfer Values experience bounce following all-time low
- Pension scheme surpluses start new year on a high despite liability increases
- CPI inflation up 0.1% to 4%
- DB pension transfer volumes end 2023 at five-year low
- DB surpluses increase by £36bn as Bank avoids base rate cuts
- CPI inflation remains at 4%
- DB pension transfer values fall by nearly 4% at the start of 2024
- DB pension surpluses continue to rise to near-record levels
- Bank of England keeps interest rate at 5.25%
- Transfer activity falls to lowest level in over six years, with activity halving compared with 2023
- DB pension surpluses remain at near-record levels
- XPS express concerns about plans for PPF to act as public consolidator
- XPS Pensions Group Survey reveals 75% of trustees willing to govern schemes that run on for surplus
- XPS calls for certainty, simplicity and protections for members
- XPS Pensions Group appoints Neil Maines to its Investment team
- XPS Transfer Watch shows values increase slightly in March but activity remains low
- XPS appoints 11 new partners and promotes 147 colleagues
- XPS Fiduciary Manager Review reveals wide divergence in investment performance linked to exposure to illiquid assets
- DB pension surpluses continue to tick upward
- Bank of England maintains interest rate at 5.25%
- CPI inflation falls to 2.3%
- DB pension transfer activity at record low as values fall to lowest point in six months
- XPS answers Mansion House calls by launching first-of-its-kind solution for small and medium sized DC schemes to allocate 20% to illiquid assets
- XPS Investment publishes its latest UK Stewardship Code Submission for 2023
- DB pension surpluses remain strong over May
- Bank of England keep interest rate at 5.25%
- DB pension transfer activity increases marginally in May as transfer values remain stable
- Arabella Slinger - Appointed Head of Covenant Advisory at XPS
- DB pension surpluses remain stable over June, XPS analysis finds
- XPS Group Expands Risk Settlement Team with Three New Hires
- XPS Group poll reveals over half of pension schemes in favour of Labour Government introducing tax incentives to increase pension investment in UK growth
- XPS Group Index shows Pension scam warning ‘flags’ at highest level in nine months
- DB pension surpluses remain positive as Bank of England cuts interest rates, XPS analysis finds
- XPS launches unique solution for trading illiquid assets, amid rapid growth in secondary market
- XPS Group’s Transfer Activity Index rises to highest level in 11 months
- DB pension surpluses remain stable over August, XPS analysis finds
- LGPS funds make progress on net zero, but majority lack targets, according to XPS Group’s latest research
- Transfer Activity index hits lowest level since Index began for second time this year
- XPS Group becomes a signatory of the Sustainability Principles Charter for the Bulk Annuity Process
- David Honour Appointed as Head of Insurance Consulting at XPS Group
- DB pension surpluses increase slightly over September, XPS analysis finds
- Jonathan Churcher appointed Transformation Intelligence Leader at XPS
- XPS Group confirms first progress report for Net Zero Investment Consultants Initiative
- Steady quarter for DB pension transfers, XPS analysis finds
- DB pension surpluses rise to record levels over October, XPS analysis finds
- XPS responds to the Chancellor’s Mansion House speech
- Investment managers continue to improve ESG risk management, but integration remains mixed across asset classes, XPS survey finds
- DB Transfer Values fall to their lowest value since October 2023
- XPS Group responds to updated covenant guidance
- DB pension surpluses remain at record levels over November, XPS analysis finds
- XPS launches new tracker to benchmark a typical DC pension pot at retirement against industry living standards
- Transfer values fell to a 12 month-low during November before recovering slightly
- Bank of England keep interest rate at 4.75%
- XPS responds to Pensions Investment Review Consultation
- DB Transfer Values end 2024 at lowest month-end value since 2018
- XPS poll reveals majority support for government’s plans to enable surplus extraction amongst trustees, employers and pension managers
- XPS poll finds that over half of fund managers expect the US pushback on ESG to spill over into European markets
- DB Transfer Values hit Index low in mid-January before recovering by month-end
- XPS Group completes transition to become administrator of the John Lewis Partnership Pensions Trust
- Damian Magee appointed as Business Development Director for Administration at XPS Group
- Bank of England keep interest rate at 4.5%
- Transfer Activity index fell to record low in February 2025, indicating increasing member caution over retirement arrangements
- CPI inflation falls to 2.8%
- XPS Group launches Funding and Investment Strategy Companion for DB pension schemes
- XPS’s Fiduciary Management Oversight team wins its 100th client
- XPS survey reveals how fiduciary managers' growth portfolios performed
- XPS Transfer Watch reveals a new record low for transfer values, amid continued market volatility
- XPS responds to TPR’s new Annual Funding Statement
- XPS Group appoints 5 new partners and promotes 135 colleagues
- Bank of England cuts interest rate by 0.25%
- XPS Group responds to Mansion House Accord
- CommScope Connectivity UK’s Andrew Limited Pension and Life Assurance Plan completes a £63m bulk annuity transaction with Aviva, advised by XPS Group
- XPS Group poll reveals low member engagement is the biggest hurdle to getting an effective default retirement solution amongst trustees and employers
- XPS Group’s Transfer Value Index continues historic low for second month in a row
- XPS responds to Government consultation on options for defined benefit schemes
- XPS Group poll finds 76% of trustees intend to adopt new statutory override for DB surplus
- Bank of England keep interest rate at 4.25%
- XPS Group renews support for TeamPolice for fifth consecutive year as a Gold Sponsor
- XPS Group’s Transfer Value Index hits third consecutive record low
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