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Pension finance update

June 2022 Pension Finance Update

Stocks tumbled again in June, driving the worst month of the year for pension finance. Both model plans1 we track lost ground last month: Plan A lost more than 3% but remains up 2% for the year, while the more conservative Plan B lost 1%, ending the first half of 2022 down 1%

Annuity Purchase Update – June 2022

Annuity Purchase interest rates hit a record-setting high in June, with the average duration 7 rate at 3.82% and average duration 15 rate at 3.87%.

Pension Finance Update – January 2022

January was a mixed month for pensions, as higher interest rates and lower stock markets pushed pension assets and liabilities down last month.

June 2021 Pension Finance Update

Falling interest rates in June saw otherwise steady pension plans down 1%, with both model plans we track remaining in the black for the year.

March 2021 Pension Finance Update

Pension finances enjoyed another good month in March, capping the best quarter in memory, led by higher interest rates with stock markets playing a supporting role.

February 2021 Pension Finance Update

Pension finance enjoyed its best month in more than three years in February, buoyed by higher stock prices and higher interest rates.

December 2020 Pension Finance Update

December gave us one more turn of the screw from extraordinary 2020 stock markets, pushing pension sponsors into the black for the year.