In the states, certain retirement savings programs have unique "catch-up" provisions - where those whose income varies from year to…
NEST’s Guided Retirement Fund in the UK gets part of the way there by separating money according to its intended…
"As usual with The Times, this is a briefing about England & Wales only." I'm so old that I can…
"... Setting a glide path in retirement is ‘completely useless’ and equities investments should be held in a portfolio for…
Monthly Archives: June 2024
Sunak and the Government that left everything undone
I remember speaking on my boat with a senior civil servant who worked for Liz Truss and Rishi Sunak in the Treasury. “Sunak does detail , Truss doesn’t” was her blunt assessment. It is actually quite easy to work with … Continue reading
Trustees should trust their gut .
If you’ve got a healthy gut, you are probably in a good position to take good decisions. I know nothing about probiotics , don’t take them and can’t comment about the state of my gut. But I’m intrigued by research … Continue reading
“Show some bloody compassion!” Martin Lewis – a friend to the poor.
It’s time to call out these comments. When I started my career, the BBC called a programme I went on, about debt crisis “Hey Big Spender” – I objected. The biggest cause of debt crisis was change of circumstance. Since … Continue reading
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Tagged AgeWage, Business, DWP, Employment, Financial services, Martin Lewis, pension, Steve Webb
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“Fickle footballers are fiscal flops” – sounds like they need a financial friend.
Such are the laws of supply and demand, that top financial advisors are happy to turn away the nouveau riche professional footballer in favor of the ancestrally wealthy. Timothy Whiting of Timothy James and Partners tells Financial Advisor “The thing … Continue reading
Why pension taxation does and doesn’t matter
Tax is a Tory thing- the rich are obsessed with not paying it, the poor pay relatively more in tax but don’t notice. In this election Rishi Sunak has tried to make something of pension taxation by worrying poor … Continue reading
A deep dive into pass-through voting with Georgia Stewart
A deep dive into pass-through voting With regulations pushing for increased alignment between fund managers (asset managers) and investors (asset owners), voting has been hitting the headlines more than ever. This coffee morning provides those lucky enough to join us with an … Continue reading
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The £2,000 tax bill claim backfires.
This morning I wrote a post , complaining that I for one didn’t care for the insouciant attitude to the truth, displayed by Rishi Sunak on Tuesday night’s head to head. I am very pleased to read this newsletter from … Continue reading
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Our Leaders don’t let the truth get in the way of a good story
Rishi Sunak came to Tuesday’s leadership debate armed with a good story, Labour would cost us £2,000 more in tax. Said loud and proud over the course of the debate this number was enough to knock Starmer sideways for … Continue reading
Pensions taxation – why the wealthy aren’t out of the woods
If the wealthy readership of the FT are contemplating this headline with smug satisfaction, they had better read Jo Cumbo and George Parker’s article in full. Restructuring tax relief is not going to happen, not because ideologically Rachel Reeves doesn’t … Continue reading
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How pensions can ease inter-generational tension
We hear so much about how pensions are discriminating against the young. But pensions can invest in young people’s futures by offering them an affordable way onto the housing ladder. Wayhome’s CEO, Nigel Purves explains how DC and DB … Continue reading
You usually need 35 qualifying years of National Insurance contributions to get the full State Pension in the UK. If…