Monthly Archives: March 2024
We remain unconvinced about “private markets” – more conviction needed!
This blog is about the continuing relevance of asset and fund managers against the rising tide of Exchange Trading which is making their business look increasingly anachronistic. Since the bulk of assets in the pension funds we invest in are … Continue reading
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What do we mean by “risk transfer” – we’ll find out this morning!
This morning , Pension PlayPen will have a proper debate about what we mean by “risk transfer”. Well done Iain and Claire for stepping forward to discuss “Risk Transfer” in the Pension PlayPen. We have a healthy disrespect for the … Continue reading
The opportunity for pension funds to invest in the UK is here- why wait?
Let’s focus on the last two paragraphs of this short statement by the Treasury Minister charged with making for more productive regulation. The disclosures made by DC pension funds are already extensive, but they are little used. Decisions by employers … Continue reading
DB pensioners – ask for more – now!
These young people are losing their jobs and making it clear they are aggrieved – on Tik-Tok. Older people don’t find it easy to get their voices heard when they are losing out. In this blog William McGrath argues that … Continue reading
Risk Transfer ; expect a proper debate tomorrow !
Well done Iain and Claire for stepping forward to discuss “Risk Transfer” in the Pension PlayPen. We have a healthy disrespect for the “received idea” that pension schemes are in an end-game. With 5,000 DB schemes currently running on there … Continue reading
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Do we yet know the true state of DB pension finances?
Download the correspondence between TPR and the Work and Pensions Committee and you find yourself with something called . It’s a spelling which suggests something a little irregular , a suggestion confirmed by the contents of the file The “dispute” … Continue reading
PPF+ for the unloved, over-funded, pension scheme.
In this blog, the PPF’s Chief Customer Officer, Sara Protheroe, shares her experience of working with overfunded schemes that enter the PPF’s assessment period and how they’re helping them to achieve the best possible outcomes for members. I’ve checked with … Continue reading
Financial self-help with Claer Barrett
I’m signed up and already I’m getting to work I’m promised A welcome email within 24 hours The first module next Wednesday In the meantime, I can learn more about my relationship with money below: Take the FT’s Financial Personality … Continue reading
Is your pension scheme involved in flat forfeiture?
Brilliant video by @FreeLeasehlders with a shocking story of cruel and greedy landlords, sensitively handled by Nicola. https://t.co/8LsEYteAB7 — Barry Gardiner (@BarryGardiner) March 16, 2024 If you have trouble with the sound, here it is on YouTube “There is no … Continue reading
Just because you’re an “occupational pension scheme” – doesn’t make it alright
Scamming is not alright, pension scamming is not alright – ever. One of the ruses that pension scammers used to get legitimacy for their activities was to claim that money would be transferred by an HMRC “approved” occupational pension … Continue reading