Monthly Archives: December 2023

Could our DB pensions be nationalised?

The river of gold: part 3, how else might the river be dammed?  Guest blog from Alastair Meeks Client director, Zedra December 14, 2023 In my first two posts (here and here), I have written about the fantastic way in … Continue reading

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Private and public equity – can ever the twain meet?

  The FT is currently running a story on how Warburg Pincus and BlackRock dated last year , had a lovely first meeting but couldn’t get into bed with each other. The article is short on detail but says “discrepancies … Continue reading

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Auto-enrolment’s unblemished – let’s keep it that way

In an article published last Sunday, Harvey Jones, personal finance editor of the Daily Express chronicles the various political blunders that have led to the demise of occupational pension schemes and the scandals from Maxwell to BSPS, that have made … Continue reading

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People like us …. The Laing Cat on “targeted support”

    “What good is freedom , God laughs at people like us” – David Byrne Readers should spend an hour over Christmas listening to the Laing Cat’s podcast on the FCA’s proposals to close the advice gap. Tom McPhail is … Continue reading

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USS 2023 pension valuation agreed in harmony; sanity is restored

  The management of USS over the past few years has been atrocious. Just how damaging can be seen from a thread produced yesterday on twitter, a thread that suggests that the new management is learning a little about member … Continue reading

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Who is protecting the member’s interests when the insurers come a calling?

L&G announced on November 24th that it had agreed a £4.8 billion full buy-in with the Boots Pension Scheme . Boots also made an announcement that the deal had been done , stating unequivocally that scheme benefits remained unchanged. In … Continue reading

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Inflation falls but is this a Christmas present for pension schemes?

The prevailing consensus that interest rates will remain higher for longer looks like cracking as inflation reduces much faster than forecast For pension folk , this means that the current annuity rates and bulk annuity pricing  are unlikely to last. … Continue reading

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Have Boots sold their deferred pensioners down the swanee?

Has the Boots-L&G pension deal scuppered my plan to retire at 60? https://t.co/xYZZAOboIl — Stephanie Hawthorne (@HawthorneSJJ) December 18, 2023 Steve Webb must have grimaced when Money Mail asked him to answer this question I am hoping that you can … Continue reading

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Rewrite your SIP for 2024

In 2024 new Statements of Investment Principles (SIP) can write Run On 4 Good into pension plans.  Head office teams can reengage with trustees and have time and discretion to plan for 2% of assets to be freed up a … Continue reading

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Five questions for 2024 – not from me – from him!

‌ Christmas is a time for giving, so I’m giving-up pretending I know what is going to happen to markets and handing my blog over to Robert Armstrong and his Unhedged team who provide me with a daily read that helps … Continue reading

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