Monthly Archives: October 2024

An open, informative and free debate on how illiquids fit into the VFM framework

Yesterday I went to a public meeting on measuring the value of illiquids in DC pension saving schemes. Interesting as this was, I am sworn not to mention who was speaking, who was organising or what was said. I was … Continue reading →

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Not such jolly hockey-sticks

  I got a couple of calls from journalists yesterday wanting to know more about my views on Government concerns that short-term VFM reporting may be distorted by the negative impact of the “J-Curve” in performance created by investments in … Continue reading →

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Why stick with my workplace pension?

An interesting comment arrives on my blog on the deficiencies of L&G’s workplace pensions. So why haven’t you just transferred it to a cheap SIPP from a supplier with a good app/website, invested in a nice index fund, sat back … Continue reading →

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Con Keating’s epic performance at Pension PlayPen

  You can download a video of Con in conversation with 30 of us last Tuesday here Or you can watch the video directly here   Either way, you will not get a more eloquent exposition of the state of … Continue reading →

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Reeves asked to make Financial Inclusion an FCA priority

  I’m pleased to see that the Financial Inclusion Commission is in the news and in the FT (free link) for giving the Chancellor a well-aimed “nudge” on the plight of many people who are struggling to pay insurance bills. … Continue reading →

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DWP hints at a more nuanced approach to VFM – Pension Oldie explains why!

I am often surprised  by the insights of “Pension Oldie” , one of this blog’s most prolific and positive commentators. This week, in response to my blog on private market funds yesterday, I got this reply which surely gets to … Continue reading →

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The Institute of Fiscal Studies on Pension Tax-Free Cash

  This is what the IFS has to say about raising revenues by slashing the capacity of those with large pots to take pension tax-free cash. What do you think? The 25% tax-free component should be targeted towards those with … Continue reading →

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A fireside chat over pensions and private markets?

I’m booked to deliver a “keynote fireside chat” later in the month at the European Private Markets Summit in the former Georgian residence of Lord Mountbatten  near St Albans. The full 2 day agenda is here ,  I’ve been asked … Continue reading →

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A global calamity I don’t want to think about

I find myself spending too much time at night listening to BBC podcasts on the immediate behaviour of the various actors in the Middle East and the impact they are having around the world. I have had to pay particular … Continue reading →

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Recycling Paul Maynard.

The loss of office is one thing, the loss of livelihood another. Paul Maynard is to be found on Linked In explaining that being an ex-pensions minister is not all that it’s cracked up to be Paul is a kind, … Continue reading →

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