30 October 2026
The findings of the Marsh CFA Institute Global Pension Index 2026 and CFA Society Italy’s analysis of Italy’s pension system have attracted attention across Italian financial and specialist media.
As highlighted in our article, “Global Pension Index 2026: Italy performs well on Adequacy but ranks second to last for Sustainability”, Italy scores relatively well on pension adequacy but ranks 54th out of 55 systems for sustainability.
The findings raise important questions about the impact of increasing life expectancy on retirement security, the need to strengthen supplementary pension provision and the evolving role of financial advisers in helping individuals plan for longer lives. Several publications have explored these issues, drawing on the contributions of Michela Aimar, Board Member of CFA Society Italy and Co-Chair of its Advocacy Committee, and Giuliano Palumbo, President of CFA Society Italy.
Among the media coverage:
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Bluerating – 28 October 2026
Pensioni, l’Italia promossa sull’adeguatezza ma non sulla sostenibilità. Longevità: un rischio da pianificare
The article examines the contrast between Italy’s pension adequacy and sustainability scores, highlighting the importance of addressing longevity risk through long-term financial planning.
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Financialounge – 28 October 2026
Consulenti finanziari, la nuova sfida è diventare longevity coach
The publication focuses on the changing role of financial advisers, who are increasingly called upon to integrate investments, insurance and retirement provision into comprehensive, life-cycle financial plans.
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WeWelfare – 29 October 2026
Pension Index 2026, l’Italia paga le pensioni di oggi ma fatica a garantire quelle di domani
The article explores the implications of Italy’s weak sustainability score for future generations, with particular attention to supplementary pensions, demographic pressures and financial education.
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Morningstar – 26 October 2026
Pensioni: l’Italia resta indietro, il nodo è la sostenibilità
Morningstar provides a broader assessment of Italy’s pension system, examining demographic trends, public pension expenditure and the importance of strengthening supplementary retirement provision.
Together, these articles reinforce the relevance of a central message from CFA Society Italy’s analysis: longevity must become an integral part of financial planning, supported by greater financial awareness, sustainable retirement systems and investment strategies designed to meet individuals’ needs throughout their lives.
The full report is available here.