Monthly Archives: May 2024

Lord McClymont of Cumbernauld?

Posted on May 10, 2024 by henry tapper

Speculation about the first pension’s minister of a new Government continues to mount, as does Labour pension policy. This map shows a landslide for Labour but where are the details of its pension policy? #GeneralElection #UK #pensions https://t.co/bqqLiKCo7k — Josephine … Continue reading →

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Avoiding VAT on private school fees – the risks

Posted on May 9, 2024 by henry tapper

Avoiding VAT on school fees – the risks parents and schools are taking In this article, Dan Niedle lays out the risks of pre-paying school fees to avoid paying VA T if introduced by a future Labour Government. Multiply the … Continue reading →

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Australians don’t get pensions do they?

Posted on May 9, 2024 by henry tapper

I was out with my old University buddies last night, two had emigrated to Sidney Australia and were asking me what to do about retirement. They both had DB pensions in the UK and were members of Super schemes in … Continue reading →

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WASPI frustrated by the lack of a next step

Posted on May 9, 2024 by henry tapper

The WASPI women’s explanation to the Work and Pensions Committee over their claim for compensation for their injustice didn’t meet with universal approval, the above photo is representative of the body language of one of the members of that committee. … Continue reading →

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Video from Stephenson Harwood on how AI is impacting pension disputes

Posted on May 8, 2024 by henry tapper

You can watch Chris Edwards-Earl, Partner at Stephenson Harwood, presenting on pension disputes and how AI and tech is changing the pensions landscape on the video below. This discussion follows on from Philip Calvert’s recent talk on AI and explores … Continue reading →

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Don’t dump your TDF on my doorstep!

Posted on May 8, 2024 by henry tapper

It’s what asset allocators think goes on in people’s imagination.  We wake up in the middle of the night wondering whether we should be 60; 40 , 20;80 of super diversified with a multiply split personality that has something for … Continue reading →

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What’s in Martin Lewis’ postbag this week? More PENSIONS!!*?!

Posted on May 8, 2024 by henry tapper

  Q. What is the number one item in Martin Lewis’ postbag? A. Pensions But don’t get too excitement all you “engagement” boys and girls, it’s not our kind of pensions (the pensions you drawdown with the help of an … Continue reading →

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SJP – two decades of growth wiped since the pandemic

Posted on May 7, 2024 by henry tapper

Despite being one of the FT’s Big Reads, Emma Dunkley and Sally Hickey’s article , doesn’t really try to answer the question it sets, leaving the question for readers to answer for themselves. My reaction to reading the article was … Continue reading →

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AI in Pension Claims – A growing problem for ALL Schemes – 10.30 this morning

Posted on May 7, 2024 by henry tapper

The rise of AI in Pension Claims – A growing problem for ALL Schemes,  A must for Trustees, MT’s and Providers ; (CPD included) As a reader of this blog , you can watch free direct from this link  – … Continue reading →

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More important things to consider when moving our money

Posted on May 7, 2024 by henry tapper

“Its simple, the industry needs a focus on value as the ultimate outcome for members.  Incentives exploit the vulnerability that people currently have in a pension transfer process by steering them even further away from the most important things they … Continue reading →

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