Monthly Archives: October 2023

Open ended funds sound great until they close

St James’s Place suspends trading in property fund https://t.co/cbwtFfOPc4 open ended funds sound great until they’re closed — Henry Tapper (@henryhtapper) October 24, 2023 You can call it a unit trust or call it an LTAF;-whatever you call it – … Continue reading

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Is the PLSA Conference worth it? Pension PlayPen 10.30 today.

The PLSA conference is a bell-weather of pension opinion. In October 2022, delegates found themselves in the eye of the LDI debacle with hedges being saved or lost , hour by hour. 2023 was less fraught, most DB schemes are … Continue reading

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For grown up pension debate – you don’t need to go to Manchester

  The CISI is running an event this Wednesday (25th October )which has the most extraordinary agenda and a magnificent speaker line-up that I doubt will be equaled this year. The debate the PLSA  ducked Pensions has been one of … Continue reading

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Toby Nangle takes public sector pensions by the horns

  Toby Nangle is a flagbearer for a new kind of pension journalism that reaches beyond the bubble to a wider audience. His work has been featured in the Financial Times and I’m pleased to see that he has a … Continue reading

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DWP’s stuck in its digital bubble

I received this lunchtime an email from the DWP asking me to sign up to an external stakeholder working group (and to complete a survey). I really love the DWP for this. I want to be involved in pension policy, … Continue reading

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Shouldn’t all workplace pensions be subject to a consumer duty?

From time to time, discussion turn to whether TPR and the FCA could work as one to regulate workplace pensions. In this article, I ask whether TPR can oversee workplace pensions (whether DB or DC) without embracing the consumer duty. … Continue reading

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Other ways to get a return on our money

Every so often, investors get cold feet on commercial property and rush to the door. A sharp exit from an illiquid sector causes headaches for property managers and all too often, the shutters are put up on the exit door … Continue reading

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Communications that get things done

Carol Young’s concept of “consumer grade” experience has immediately attracted the attention of those entrusted to assess VFM – the comments on this post include one from Fidelity’s IGC and Trustee Chair – Kim Nash. This is the key insight. … Continue reading

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PLSA 23 : Post match analysis

The PLSA conference is a bell-weather of pension opinion. In October 2022, delegates found themselves in the eye of the LDI debacle with hedges being saved or lost , hour by hour. 2023 was less fraught, most DB schemes are … Continue reading

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What’s going on with birth rates? Simon Kuestenmacher’s Aussie perspective

    Record high number of births, record low birth rate. What’s going on? Here are two minutes of demographic insight into births in Australia. Here is my column in @TheNewDailyAu on the topic: https://t.co/hnU6SsN9bB pic.twitter.com/RVTAMkDyx9 — Simon Kuestenmacher (@simongerman600) … Continue reading

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