Monthly Archives: December 2023
Tilting at Windows: – why “pensions equity” is too hard
Back in May, the PLSA set up a new group – the pensions equity group (PEG) , with the help of 24 organisations who either had skin in the DC game or wanted to. The aims of the group … Continue reading
Dry powder – latent power or a waste of money?
Financial markets are full of duck-rabbits, where you can show some lines, a pie chart or scatter plot to two smart people and they will see two radically different things. BlackRock’s 2024 private markets outlook that was released today? What … Continue reading
Predictions for 2024? Simon’s Chrystal Ball
The last Pension PlayPen coffee morning of2024 will feature Simon Chrystal who always has a lot to say. It should make for a lively hour. Readers can join tomorrow’s session directly on this link
The cost of living crisis has just started – listen to households not economists
There seems to be a disconnect between economists and ordinary people with ordinary finances. The factors that are creating a cost of living crisis are clear People’s ability to pay their bills is still reducing. The economists point to inflation … Continue reading
Posted in pensions
Tagged 2017 reforms, AE, economists, Household wealth, Pensions, Poverty
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Hymans and the horror show of pension tax changes
Hymans Robertson’s very useful slides for employers who have employees with pension taxation problems The link to the download is here. It surprises me that personal pension taxation is still so hard that Hymans need to provide employers with a … Continue reading
Bad data leads to poor regulation – NB-TPR
The commentary in the embed is a 17,000 word – 33 page – document with no pictures, jokes or cheap jibes. In short – it is written for people who have a serious interest in the governance of DB pensions … Continue reading
John Godfrey’s off to level Britain up!
John Godfrey is off again! The last time he left L&G it was to be the head of policy for Theresa May. This time he’s off to help in the West Midlands which should be levelling up to the wealth … Continue reading
Compassion is not a dirty word – a blog about Johnny Timpson OBE
One of the gentlemen of social media, Johnny Timpson and I “like” a lot of what each other does. I didn’t know much about Johnny but have spent a profitable morning finding more about his career. He has a wonderful … Continue reading
Financial Strength – the forgotten factor in due diligence.
‘For any advisers trying to understand why we have taken this action, we respectfully suggest they examine the extent in which the rules, regulations, responsibilities, expectations and capital requirements placed on their own firms have continuously been increased over … Continue reading
Brazilians with small pots repeat buy state pension bonds
Anyone doing any thinking about how those outside the pension system could turn savings to pensions? Arun Muralidhar is. I’m fed up with hearing how “small pots” are best cashed in. Small pots with a few thousand pounds in them, … Continue reading