News & Analysis as of

Pensions Insurance Industry

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A Marriage of Old and New: Transamerica, Nuveen, and TIAA Team Up on Lifetime Income Solution

In a world where retirement plan innovation often comes with more flash than substance, it’s refreshing to see a strategic alliance that actually addresses a fundamental challenge in defined contribution plans: providing real...more

Cozen O'Connor

Illinois Insights: An update from Cozen O'Connor (8/4)

Cozen O'Connor on

Aquifer protection, Chicago pension boost among more than 100 new laws- “Gov. JB Pritzker on Friday signed into law 124 of the 436 bills sent to him by lawmakers in the spring legislative session. The measures signed last...more

A&O Shearman

Helping consumers navigate their financial lives: The FCA’s Strategy for 2025 – 2030

A&O Shearman on

The UK Financial Conduct Authority (FCA) has outlined its strategy for the next five years, reaffirming its commitment to prioritising consumer interests. Building on the foundation laid by the previous strategy, which...more

Skadden, Arps, Slate, Meagher & Flom LLP

The PRA’s Views on the BPA Market and the Matching Adjustment Investment Accelerator

In a recent speech, Gareth Truran, the executive director of insurance supervision at the UK Prudential Regulation Authority (PRA), set out observations on growth in bulk purchase annuity (BPA) deals. The number of BPA deals...more

Goodwin

Germany Creates Improved Framework Conditions for Investments in Infrastructure Funds

Goodwin on

Conditions for direct or indirect investment in infrastructure have significantly improved for German regulated investors covered by the Investment Ordinance (Anlageverordnung) in regard to the investment of their secured...more

BCLP

The Evolution of German Investment Regulation: A New Era for Institutional Investors

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In February 2025, the German investment landscape experienced a significant shift with the amendment of the German Ordinance Act, Anlageverordnung (AnlV), through the Eighth Amendment Regulation (8. VAGVÄndV)....more

Paul Hastings LLP

Private Debt Explosion: Breaking New Ground

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In the last 12 months, we have seen private debt markets take off over other strategies. In particular, there are now more creative ways of bringing in new types of investors to this asset class, including insurers, pension...more

Mayer Brown

BPA Market: a Key PRA Priority for 2025

Mayer Brown on

The Prudential Regulation Authority ("PRA") has set out its 2025 expectations for UK insurers, by way of a Dear CEO Letter.  The areas are not exhaustive but do represent "thematic priorities". The themes will not come as a...more

The Wagner Law Group

Pension Risk Transfers and the Continuing Concern About Buying a Pig in a Poke

The Wagner Law Group on

Pension risk transfers (“PRTs”) continue to make the news. And well they should. Last year alone, over $100 billion in liabilities were transferred from defined benefit pension plans to insurance companies. And the trend...more

Bricker Graydon LLP

Pension Risk Transfer Considerations and Recent Litigation - A Case of Imprudent “Passing the Buck” or Sound Risk Management?

Bricker Graydon LLP on

Over the last several years, numerous large pension plan sponsors have transferred billions of dollars in financial risk related to their pension plan benefit obligations to insurance companies through the purchase of group...more

Hogan Lovells

Actualités Législatives et Réglementaires – Novembre 2023

Hogan Lovells on

Le bureau Parisien de Hogan Lovells a le plaisir de vous adresser sa lettre d'information mensuelle qui vous présente les Actualités législatives et réglementaires du mois de novembre 2023. Ces Actualités législatives et...more

Hogan Lovells

Sieben Jahre Verjährungsfrist in der betrieblichen Altersversorgung?

Hogan Lovells on

Sind die Ansprüche aus einer Direktversicherung oder einer Pensionskasse verjährt, können Versorgungsberechtigte unter Umständen dennoch Zahlungen direkt vom Arbeitgeber verlangen....more

Skadden, Arps, Slate, Meagher & Flom LLP

What the UK PRA’s Scrutiny of Funded Reinsurance for UK Bulk Purchase Annuity Market Could Mean for Deals

The bulk purchase annuity (BPA) market — whereby UK defined-benefit pension schemes offload liabilities and assets to specialised life insurance carriers — continues to expand. Industry estimates predict that the UK life...more

Nossaman LLP

Podcast: Getting the Most Out of Your Public Pension Plan Insurance Coverage

Nossaman LLP on

All public pension plans need a well-crafted fiduciary liability insurance policy. This should include ample coverage, including protection against the risk of impending litigation. The recent ruling by the U.S. Court of...more

Latham & Watkins LLP

FCA Proposes New Climate-Related Disclosure Regime

Latham & Watkins LLP on

The FCA is proposing a disclosure regime for asset managers, life insurers, and pension providers. On 22 June 2021, the FCA published a Consultation Paper (CP21/17) on introducing climate-related financial disclosure...more

Gerald Nowotny - Law Office of Gerald R....

THE WONDER YEARS WEBINAR

Loan Regime Method of Split Dollar Life Insurance - This webinar covers: What is Split Dollar? Loan Method versus Economic Benefit. Leverage Split Dollar Rollout. Planning examples using Split Dollar....more

A&O Shearman

Key Regulatory Topics: Weekly Update 11 – 17 October 2019

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BREXIT - Brexit negotiations - On 17 October, the UK government and the EC reached an agreement on a revised Protocol on Ireland/Northern Ireland to the Withdrawal Agreement, and a revised political declaration on the...more

McDermott Will & Schulte

PBGC’s Multiemployer Insurance Program Faces Insolvency, While Single-Employer Program Improves

The Pension Benefit Guaranty Corporation’s Multiemployer Insurance Program is close to collapse, while its Single-Employer Insurance Program continues to improve. We discuss implications and predictions for both programs over...more

A&O Shearman

Key Regulatory Topics: Weekly Update 28 June 2019 - 4 July 2019

A&O Shearman on

FOS consultation on future funding - On 2 July, the Financial Ombudsman Service (FOS) published a consultation paper on the future of its funding. The FOS proposes to: (i) rebalance the proportion of the income received...more

K&L Gates LLP

First Circuit Affirms Coverage for Investment Manager Under Business and Management Indemnity Policy

K&L Gates LLP on

The First Circuit Court of Appeals recently upheld a decision establishing coverage for a lawsuit filed by pension funds investors against an investment manager for allegedly mismanaging and squandering the pension funds’...more

A&O Shearman

Key Regulatory Topics: Weekly Update 4 January 2019 to 10 January 2019

A&O Shearman on

Allen & Overy publish weekly updates on key regulatory topics affecting the financial services sector. UPCOMING EVENTS - Financial services regulation in 2019 – don’t mention the B-word - On 30 January, Allen & Overy...more

A&O Shearman

Allen & Overy's weekly update on Key Regulatory Topics 13 July - 19 July 2018

A&O Shearman on

BREXIT - FCA speech and new webpage on approach to Brexit - On 19 July, the FCA published a speech given by Nausicaa Delfas, FCA Executive Director of International, on the FCA's approach to Brexit. ...more

Hogan Lovells

Corporate Insurance Newsletter – March 2018

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The Hogan Lovells’ Corporate Insurance Newsletter for March has been published. This provides a round-up of UK, EU and international regulatory developments relevant to UK based insurance market participants. ...more

Bass, Berry & Sims PLC

Action Needed by Certain ERISA Plans – New Disability Claims Procedures Apply Beginning April 2018

In January 2018, the U.S. Department of Labor (DOL) announced that final regulations affecting how some ERISA plans process claims and appeals will apply beginning April 1, 2018. As explained below, the final regulations...more

Hogan Lovells

Pension schemes and VAT: where are we now?

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HMRC has confirmed that existing arrangements enabling employers to reclaim VAT in respect of pension scheme administration costs borne by scheme trustees may continue. ...more

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