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Global Pensions: August 2021

Top Recent Papers on Global Pension Plans

Below we've listed some of the top pension-related papers which appeared on Savvy Investor over the past month. Willis Towers Watson starts off with an update on pension plan financing in major markets throughout the globe and how they have been affected by capital market behaviour over the past quarter.

We've also included an examination of target date funds and retirement glide paths from MFS, an insightful paper on artificial intelligence and deep learning techniques for LDI investors, and a host of other pension-related content.

Pensions Retirement Camper Van


Global Pension Finance Watch (Willis Towers Watson, 2021)

How has the performance of capital markets affected the funding levels and overall financing of pension plans in major global markets? Willis Towers Watson presents their quarterly update on the characteristics of DB pensions in Canada, the UK, Japan, the Eurozone, Brazil, Switzerland, and the United States.

Public Pensions, Post-Pandemic (BlackRock, Jul 2021)

For compliance reasons, this paper is only accessible in certain geographies

After a year of navigating uncharted terrain, public pensions entered 2021 looking ahead to a post-pandemic recovery, but the far-reaching implications of Covid-19 on governments has added additional pressures for plans to generate adequate investment performance.

Fixed Income and the Retirement Savings Journey (MFS IM, Aug 2021)

Understanding the glide path for a pension plan's target date fund can provide plan sponsors with clarity and is a logical step towards ensuring that plan participants achieve desired outcomes. In this paper, MFS deconstructs TDFs and looks at them through a fixed income lens.

How America Saves 2021: Retirement study (Vanguard, 2021)

For compliance reasons, this paper is only accessible in the United States

This is the 20th edition of Vanguard's annual study on American retirement and the investment behaviour of pension plan participants.

Retirement: Visualising the risk of different outcomes (LGIM, Aug 2021)

For compliance reasons, this paper is NOT accessible in the United States and Canada

This LGIM article looks at some of the trade-offs involved in the management of investment strategies when planning for retirement goals. It is geared at UK pensioners who are in a phase of asset decumulation.

Funding Statistics for UK DB and Hybrid Schemes (The Pensions Regulator, 2021)

For compliance reasons, this paper is only accessible in the United Kingdom

This report from The Pensions Regulator provides updates on the annual funding statistics for both hybrid pension schemes and defined benefit pension schemes in the UK.

Quarterly UK DC Pensions Update (LCP, 2021)

LCP presents their latest quarterly update on legal and regulatory developments in the UK defined contribution pensions market.

Podcast: How pensions in America have changed (Milliman, 2021)

For compliance reasons, this paper is only accessible in the United States

Consultants form Milliman discuss next-generation pension plans, given technological changes and the dynamic U.S. workforce.

Does U.S. Social Social Security Serve as an Economic Stabiliser? (2021)

For compliance reasons, this paper is only accessible in certain geographies

To what extent do Social Security benefits stabilise local economies within the United States? Using data from the American Community Survey, the authors examine how a county's economic outcomes vary with that county's share of Social Security income.

National Landscape of State Retirement Benefits (Equable, 2021)

For compliance reasons, this paper is only accessible in the United States

Retirement prospects for public sector workers in the U.S. may depend on where they are living and how long they have held their job. This report from Equitable Institute provides further clarity about retirement prospects for these individuals.

Next Steps for CDC Pensions in the UK (RSA, 2021)

For compliance reasons, this paper is only accessible in the United Kingdom

This is a briefing about Collective Defined Contribution pension plans in the United Kingdom, produced by the RSA's CDC Pensions Forum.

Institutional Asset Owners: Setting social and environmental goals (GIIN, 2021)

How are institutional asset owners integrating social and environmental goals into their investment strategies and their portfolios? This report offers practical examples from several institutions.

Deep Learning for Liability-Driven Investment (SOA, 2021)

This Society of Actuaries research paper uses deep learning models to produce a framework for determining the optimal strategic asset allocation for liability-driven investing.

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