Monthly Archives: September 2024

Could voodoo economics save pension tax relief (and Keir Starmer’s box)?

Consumer confidence is in the grip of the prospect of a painful budget with the middle classes scared of losing pension privileges to pay for the £22bn black hole created by post election public sector pay rises Tory fiscal incompetence. I … Continue reading

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DC pensions and their liquidity problem.

The Government wants workplace pensions that operate with a defined contribution to inject up to 20% illiquid assets into their default funds to boost savings and reflate the economy. At the same time it is threatening the majority of extant … Continue reading

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Rich scheme’s problems

There were times at yesterdays DB Strategic Investment Forum when I thought I’d gone through the pension’s looking glass. Delegates were speaking about the difficulties of being in surplus and nostalgically yearning for the days when the only thing that … Continue reading

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Steve Barker makes sense of the DB funding code

With apologies for some fruity language from Dr Keating, (skip to minute 3 to avoid), here is yesterday’s DB funding code discussion led to Steve Barker of Barker Tatham. Thanks to the Sleasyjet , I was at 28,000 feet for … Continue reading

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The (r)evolving role of the consultant.

To kick off this year’s DB strategic investment conference, I did the good thing and turned up at a session which promised to see consultants Pete Smith and Elaine Torry act as sacrificial consultants with the prospect of getting a … Continue reading

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Are DB pension investments strategic anymore?

The term “strategic investments” is used in two different ways in the financial world. In the first sense, it applies to investments made by individuals or companies with the goal of generating safe, steady returns, usually with the advice of … Continue reading

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TODAY – Investment implications of the new DB Funding Code

You are cordially invited to attend our next event. Steve Barker, MD of Investment Consulting firms Barker Tatham and GPIC will update us on the investment implications of the new TPR DB funding Code. 🔵 What are the key messages … Continue reading

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Since when did insurers own the pension guarantee?

I am indebted to my friend and colleague Mark Johnson with whom I attended  an enjoyable mid morning meeting with an insurer of the banking persuasion, We were reminded by the insurer that occupational pension schemes do not guarantee benefits … Continue reading

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“Officially speaking” – why doesn’t our Government spell out what makes for better pensions?

This may seem dry fare after an early autumn weekend but I read this post with a lot of interest. The Australian Government , through its corporate, markets and financial services regulator, ASIC, is putting out guidance to those running … Continue reading

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“long may you run!” – a blog for my pension

  The New York Times reports that Boeing employees are striking to get back their DB pensions which they exchanged for DC pots in America’s 301K system (thanks Norma Cohen) Retirement pay is also a key issue. A decade ago … Continue reading

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