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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 2023

This year’s survey includes an overview of the key trends, including an increased use of IPPs and ISPs driven by the need for organisations to offer pensions that are sustainable and inclusive.

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 – Second Quarter 2023

Q2 2023 was a bit more volatile quarter than Q1. The direction of discount rate movement was modestly negative, with the exception of the U.K. and the U.S.

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 reforms final

Netherlands requires that all pension plans transition to a defined contribution basis.

South Korea: Deadline nearing for employers to set default fund in their DC retirement plans

Employers in South Korea have until July 11, 2023 to implement a significant change affecting members’ retirement investment choice.

Spain: State pension reforms — cost versus sustainability

Spain enacts changes to its pension system to finance future needs by increasing the retirement age and boosting contribution levels for both employers and employees.

United States: Retirement and benefit provisions enacted, including mandatory auto-enrollment in new DC plans

Federal budget package brings major changes to U.S. retirement plan access and administration to encourage more retirement savings.

Germany: First pure DC retirement plans established

Employers throughout Germany will want to consider making changes to their existing pension plans now that the first pure defined contribution retirement plans are being implemented.

Poland: Automatic enrollment of employees in PPK retirement plans, again

Employers in Poland should prepare to automatically enroll their workers who currently aren’t in a PPK retirement plan, effective March 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.

France: Increasing the minimum retirement age

France’s plans to raise the retirement age from 62 to 64 and increase the number of years people will need to work to get a full pension encounter protests nationwide.

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.

United States: 2023 plan-level reporting and disclosure requirements for qualified retirement plans

This article provides reporting and disclosure requirements under ongoing calendar-year qualified plans in the United States.

United States: 2023 Benefit basics for pension and health and welfare plans

This article provides a listing of 2023 statutory limits for pension and health and welfare plans in the United States.

Ireland: 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.

Japan: The third option – Collective defined contribution

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.

United Kingdom: New Pensions Regulator powers 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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