Monthly Archives: May 2024

Why is Labour so rubbish with pensions?

Pretty disappointing https://t.co/MxBdHEwnuz pic.twitter.com/e1f0UtgHoM — Henry Tapper (@henryhtapper) May 25, 2024 This is not a good look. The Labour party has yet to appoint a Shadow Pensions Minister following the recent resignation of Gill Furniss (for personal reasons). Rachel Reeves … Continue reading

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Tax-free cash is pension liberation – and more trouble than it’s worth

Experts warned it wouldn’t end well and it hasn’t. Jo Cumbo and the FT have been speaking to senior wealth managers who find clients betwixt and between when maximising the tax-free lump sum they can draw from their pension pots. … Continue reading

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For pensions – the times are slowly changing

There are two questions that we should be asking when reading this headline – “why?” and “why not?”. Why should private equity be looking to keep defined benefit pension schemes going and why they shouldn’t. I expect that most of … Continue reading

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A Leasehold reform bill , lobotomised by feudal Lords

The Leasehold and Freehold Reform Bill has passed but it will only provide limited relief to leaseholders. This parliament ends with the Tories having failed to enact bold leasehold reform. Labour will finally bring the archaic and iniquitous leasehold system … Continue reading

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Here we go – ISIO- ISIO

Pension PlayPen Coffee Morning – ISIO’s Mike Smedley updates us on their recent Trustee Survey and Analysis CPD included Type – Online When – Tuesday May 28th, 2024 at 10:30 am We hope you are looking forward to the Bank … Continue reading

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A practitioner writes on “TPR- in the shadows”

This morning, I posted a report of Nick Lyons’ Church House speech when he called for pension schemes to approach the future with confidence. He looked forward 50 years to a fully funded state pension and in the short term … Continue reading

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Pensions and Equity Release come together – thanks to the ERC

“It’s what we do, or rather what you do, in the here & now that lays the foundations for long-term sustainable growth and determines how we help people likely to need innovative later life lending in the future.” Chair David … Continue reading

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Phoenix Chair calls for a funded state pension by 2075

Nick Lyons, the former Lord Mayor of London and current Chair of  Phoenix delivered a keynote to the Equity Release Summit yesterday in which he called for Labour to target its proposed National Wealth Fund at delivering a funded state … Continue reading

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Leasehold Bill debated today – ground rents still need capping.

RESCUE THE LEASEHOLD AND FREEHOLD REFORM BILL So many of you have written to me sick with worry about the fate of this Bill. Our party promised it in our election-winning 2019 manifesto. We must deliver it. Campaigners will keep … Continue reading

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48 hours to save leaseholders our bill

🙏48 HOURS TO SAVE THE BILL – LEASEHOLDERS UNITE🙏 We believe in miracles. And we really need one. If you need to see the Leasehold and Freehold Reform Bill rammed through onto the statute books before the GE, email your … Continue reading

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