Retirement study

PLSA’s retirement living standards survey reveals changes since lockdown living

PLSA’s retirement living standards survey reveals changes since lockdown living

More money for eating out, a higher personal grooming budget and the inclusion of a Netflix subscription are among the changes to the Pensions and Lifetime Savings Association’s Retirement Living Standards in the first update of the rules of thumb for retirement spending since they were established two years ago.

In My Opinion

Investing + Influencing: How will the story end?

Investing + Influencing: How will the story end?

Russell Andrews, Global Head of Advice Solutions, SEI Asset Management Distribution, writes that when news broke of the surprising surge of trading activity in the newly-termed ‘meme stocks’, it turned a small yet growing trend of social media-influenced trading patterns into a media phenomenon and a mainstream talking point. Since then, the debate has raged, and even regulators have weighed in. But the question remains: how will the story end?

ESG

Franklin Templeton, ClearBridge Investments, Brandywine Global and Martin Currie join industry-leading Net Zero Asset Managers Initiative

Franklin Templeton, ClearBridge Investments, Brandywine Global and Martin Currie join industry-leading Net Zero Asset Managers Initiative

The Franklin Templeton Investment groups and three of their affiliated specialist investment managers ClearBridge Investments, Brandywine Global and Martin Currie have joined the Net Zero Asset Managers Initiative, representing more than USD948 billion in assets under management.

In My Opinion

How COVID-19 accelerated the convergence of health and wealth

How COVID-19 accelerated the convergence of health and wealth

Nigel Brook-Walters, European head of wealth & advisory for SEI’s Asset Management Distribution team writes that as advisers consider a post-pandemic paradigm, they have begun to place a greater emphasis on the inherent connection between health and wealth. This focus parallels a tectonic shift in which individuals have progressively become more responsible for funding their own retirements.