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Publications

BETTER FINANCE position on the Retail Investment Strategy

BETTER FINANCE welcomes the proposal for the Retail Investment Strategy (RIS) put forward by the European Commission (EC) on 24 May 2023. We fully share the goals that the EC ...
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/ Position Papers, Capital Markets Union (CMU), Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures

BETTER FINANCE response to EIOPA consultation on technical advice on IORP II review

EIOPA consulted on the review of IORP II Directive, which governs occupational pension schemes in the EU. BETTER FINANCE's response to the consultation focuses on protecting the interests of pension ...
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/ Consultations, Life Insurance & Pensions, Packaged Investment Products

The Proposed Retail Investment Strategy Shows Potential for Investor Protection Progress, but Fails to Meet its Own Key Targets

BETTER FINANCE, the European Federation of Investors and Financial Services Users, welcomed the European Commission’s launch of a Retail Investor Strategy in September 2020, as a once in a lifetime ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures, Securities Markets & Trading, Shareholder Rights & Corporate Governance, Supervision & Redress

Potential ban on inducements reduced to false choice between “advice gap” and “biased advice”

In response to warnings about an “advice gap” if inducements – or rather sales commissions – were to be banned, BETTER FINANCE stresses that there can be no “advice gap” ...
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/ Press Releases, Life Insurance & Pensions, Packaged Investment Products

Long-term and Pension Savings – The Real Return – 2022 Edition – Summary Booklet

BETTER FINANCE published the 10th edition of its “Real Return of Long-Term and Pension Savings report | 2022 Edition”. Download the full report in English for free here. A Summary ...
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/ Research papers, Life Insurance & Pensions, Pensions Report - The Real Return

BETTER FINANCE joint position paper on sustainability requirements in Solvency II

"BETTER FINANCE together with ShareAction, the German Association of the Insured BdV, Urgewald and WWF European Policy Office react to the Solvency II review on related sustainability requirements. Solvency II, ...
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/ Position Papers, Life Insurance & Pensions

BETTER FINANCE Position Paper on the EU Retail Investment Strategy (executive summary)

The European Federation of investors and Financial Services Users fully supports the clear stated objectives of the European Union’s very welcome “Retail Investor Strategy”. ENSURE A LEVEL PLAYING FIELD IN ...
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/ Position Papers, Capital Markets (equity & bonds), FinTech, Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures, Securities Markets & Trading, Shareholder Rights & Corporate Governance, Sustainabe Finance

BETTER FINANCE’s answers to DG FISMA’s Discussion Note on Value for Money

Would you agree with the assessment that certain products that are offered to consumers do not offer Value for Money? If yes: a) how significant a problem would you consider this ...
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/ Consultations, Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures, Supervision & Redress

The Real Return 2022 – Country by Country

/ Research papers, Life Insurance & Pensions, Pensions Report - The Real Return

Guide on Pension Awareness

Every year, BETTER FINANCE compiles the returns of private long-term and pension savings, so we can have an overview of how these products perform, compare them, and know their performances ...
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/ Research papers, Financial Education, Life Insurance & Pensions, Packaged Investment Products, Sustainabe Finance