Tag Archives: FABI

Risk Transfer in decline as Pension Schemes find “risk” is “growth”.

The numbers predicted by Standard Life for insurers taking on DB assets and liabilities are well down on estimates at the beginning of this year. Trustees are seeing risk as growth and questioning further de-risking. There will come a time … Continue reading

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Nothing new under the sun? Investment managers wake up to FABI 10 years on

If only the pension actuarial fraternity, the LDI funds and the banks who provided the brokerage, had taken to Dynamic Discount known ten years ago as FABI . Dynamic Discount Rates: Improving resilience in endgame strategies Dynamic Discount Rates (DDR) … Continue reading

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First Actuarial’s amazing heritage; let’s hope it won’t be lost!

  First Actuarial always  ahead ! I hope that continues. On Thursday I am going to the first First Actuarial conference when it’s owned not by Gallaher and not by its Founders. I hope that I will see continuity, my … Continue reading

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Has it really come up roses for UK’s private sector DB schemes?

The rosier funding position for UK private sector DB schemes marks a massive shift from 2019, when there were 3,089 schemes in deficit and 2,361 schemes in surplus, according to the PPF index. — Josephine Cumbo (@JosephineCumbo) May 9, 2023 … Continue reading

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Is the tide turning in favour of pensions?

As we reach the last few weeks of the year, I’ve been looking at the stories that are dominating the pension landscape and increasingly they are positive. Despite UK and global equity markets being down on the year, pensions are … Continue reading

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Reach out and touch – success is a state of mind!

  Yesterday the FT published an article with a headline many predicted we’d never read again. “FTSE 100-backed pension schemes move from shortfall to surplus” About the time the article was published I received a mail from someone who turned … Continue reading

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FABI surplus continues to soar, as USS accounting deficit falls dramatically.

Much like daily temperatures , First Actuarial’s Best estimate (FAB) Index soared through  June , and the heat is on for those who’ve weaponised accounting deficits. The Universities Superannuation Scheme (USS) has announced a dramatic fall in 2018. The FAB Index – which provides … Continue reading

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Pension Deficits (and Surpluses) – where do you stand on #FABI ?

Rather than kick off with  the FAB index this month, I thought to promote the response it’s publication this morning has received. On the one hand there is Paul Lewis, who (for me) stands  for common sense and the ordinary person. … Continue reading

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With “good risk” , we can push the sky away.

    This from City AM’s Josh Mines The pension deficit of the UK’s 350 largest companies tumbled by a huge £16bn over the course of May, figures out today have shown. In just one month, the FTSE 350 pension … Continue reading

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Pension schemes hold record surplus

  First Actuarial reveals a record surplus in its First Actuarial Best estimate (FAB) Index. The FAB Index – which provides the aggregate position of the UK’s 6,000 defined benefit (DB) pension schemes calculated using the best estimate expected return … Continue reading

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