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Trends in global retirement

The retirement benefit landscape has changed dramatically in the past decade, and its evolution toward more cost-effective solutions is ongoing. The following resources provide multinational employers with a deep look into the world of global retirement and the trends we’re tracking.

A broad look at global retirement

International Pension Plan Survey Report 2022

This year’s survey includes an overview of key trends, including ESG investment considerations, the sovereign debt crisis and the increased use of IPPs and ISPs for certain regions.

Mastering DC plans globally

A global approach navigates local complexities to improve employee experience and manage employer risks.

Mastering global pension risks globally

Multinationals that approach their DB pension risks in a structured way succeed in implementing their risk reduction goals around the world.

Trends in retirement plan investment governance

Get insights into why sponsors of all sizes are considering delegating their institutional assets.

Global market updates

Global Pension Finance Watch: Third quarter 2022

Q3 2022 was another volatile quarter, marked by rapidly rising global discount rates, poor asset performance across the globe, and continued inflationary pressures.

2022 Global Gender Wealth Equity Report

Our Wealth Equity Index reveals a significant gender wealth gap at retirement. We explore the effects of career, family support, life events and financial literacy on wealth accumulation.

Global Investment Outlook: Climate transition

We show how to use company and financial analytics to price carbon-related risks, value the assets you own, and identify risk management solutions

Global legislative updates

Netherlands Pension Reform

Delayed draft legislation to implement the pension deal to become effective from January, 1, 2023.

India: New labor codes affect employer-provided benefits including provident funds, and industrial relations

Four new labor codes will give some employers more flexibility in dismissing employees and could significantly increase employers’ benefit costs and liabilities.

United Kingdom: New climate risk reporting rules for pension funds

U.K.’s largest pension schemes must take steps now to comply with mandatory reporting on climate-related risks and opportunities.

2023 inflation-adjusted limits announced for a range of employee benefit plans

The 2023 tax-related limits potentially affect the design, administration, communication and tax reporting for retirement and benefit-related plans.

Ireland transposes the IORP II Directive

New regulations signed by the Minister for Social Protection begin the process of implementing the biggest change to occur in Irish pension governance in over three decades.

South Korea: New investment option rules for DC retirement plans

Defined contribution plan sponsors have until July 12, 2023, to comply with South Korea’s new default investment option requirements.

The third option – Collective defined contribution in Japan

The newly introduced collective defined contribution plans in Japan give companies a third option, beyond traditional defined benefit and defined contribution plans, to provide pension benefits.

New Pensions Regulator powers in the U.K. will impact M&A

From early 2022, changes in U.K. rules will impact global companies with (or who may acquire) U.K. defined benefit obligations.

Australia: Significant superannuation changes approved

The Your Future, Your Super Bill outlines consequences for employers whose default superannuation funds underperform.

Featured Publications

 

Articles on retirement, benefits management, diversity, wellbeing and financial resilience, and more. And a curated selection of related legislative changes in individual countries and legislatures.

A quarterly report on global capital markets focussed on changes to the assets and obligations of pension funds.

A monthly report that provides a high-level review and outlook for markets and economies.

 

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