Monthly Archives: February 2023
Anti Scamming update from Margaret Snowdon
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Achieving Good Retirement Outcomes – Tuesday 21st February
I am speaking at this excellent event, it would be good to see you at it! REGISTER HERE Achieving good retirement outcomes across society is arguably the biggest challenge in UK pensions. It is of vital concern to … Continue reading
Nicola Sturgeon , Scotland and pensions
I watched Nicola Sturgeon announce she would be resigning as First Minister in Hymans Robertson’s offices in London. It seemed fitting that a Scottish organisation doing very well in the UK provided the news feed. It was hard … Continue reading
Posted in pensions
Tagged Hymans Robertson, Nicola Sturgeon, Pensions, Salmond, Scotland, westminster
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The mass affluent , the MPAA and the cost of living.
The Money Purchase Annual Allowance (MPAA) is often cited as a vindictive tax that punishes people for exercising their pension freedoms and drawing down on their pension pot from as early as 55. It was however introduced to protect … Continue reading
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Tagged AJ BEll, annual allowance, DWP, HMT, mass-affluent, MPAA, Treasury
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Stuart McDonald’s presentation on excess deaths in the pandemic and beyond
You can access Stuart McDonald’s barnstorming presentation on what’s happened to mortality over and since the pandemic – from this link. A measure of the hour long presentation’s engagement was that there was as many people who started out as … Continue reading
Pension governance’s new look.
Two appointments this week have caught my eye. Sara Weller (right) is to replace Hector Sants as Chair of MaPS and Mary Starks is to conduct a three month review (to be delivered in May) of the Pensions Regulator. It’s … Continue reading
Posted in pensions
Tagged Laura Trott, Louise Davey, Mary Starks, Nausicaa Delfas, Sara Weller
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How would LDI funds stack up in a VFM framework?
Slowly but surely what happened to LDI pooled funds in late September and early October is beginning to emerge. Katie Martin of the FT has discovered that rather than declare a negative net asset value for a pooled fund, … Continue reading
Posted in pensions
Tagged AgeWage, DWP, pension, Pensions, Retirement, toby nangle, TPR, workplace Pensions
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“Pensionation” – a new word for how pots turn into pensions.
The Royal Society of Arts and Slaughter and May laid on a two hour discussion yesterday around the future of risk-sharing (aka CDC) in the UK. I found it enervating and dispiriting in equal measures. It was good … Continue reading
Cushon fusion. As part of NatWest will Cushon innovate or replicate?
Cushon has reached an agreement with NatWest Group for them to acquire a majority shareholding in Cushon. A minority shareholding (15%) will remain with Ben Pollard, CEO and Founder and other senior management. Cushon, a great British Fintech The story … Continue reading
USS – you’ve never had it so good/bad – (delete as necessary)
How USS sees itself and how others see it. I have just read an article that relates the views of Simon Pilcher on the success of USS’ investment strategy in the 12 months to September 2022. The Universities Superannuation Scheme, … Continue reading
Posted in pensions
Tagged assets, gobbledeegook, LDI, leverage, Pensions, Simon Pilcher, USS, VFM
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