Monthly Archives: January 2025

A responsible approach to IHT by pensions industry

Proposals on IHT pension changes need ‘radical’ revisions, industry says Industry outlines alternative IHT/pension strategies as HMRC consultation closes Professional Pensions are running a story about attempts to amend the way  the Government to tax residual wealth pots destined for … Continue reading

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A Trump-like clarity and a Torsten morality

I hope that people will get my point not think me a “Trumper” or “Bellist”. The comment from Bob Compton on yesterday’s blog explains brilliantly what we can do and why what we could have done (CDC) is currently undoable. … Continue reading

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Government focusses on pensions not AE contributions

Pensions minister Torsten Bell has confirmed auto-enrolment (AE) thresholds will be maintained at the current levels for 2025/26, following the statutory annual review of the AE thresholds. Bell confirmed the AE earnings trigger will remain at £10,000, while the lower … Continue reading

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L&G passes £30bn – but inaction is not an option!

I am very pleased to see L&G growing its Master Trust. It is the first of the commercial AE DC schemes to have passed £30bn and it has done so because L&G is trusted to deliver in many respects by … Continue reading

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What was the depth of your Blue Monday?

Map of life expectancy at birth by constituency | @HealthFdnhttps://t.co/Xi7f4IK4Wj — Henry Tapper (@henryhtapper) January 20, 2025 Thanks to my old chums at First Actuarial , reminding me that if you give your postcode to an actuary, they’ll nail you. … Continue reading

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So help us God

“So help us God” is the headline that the Star leads with and as Dotun Adebayo points out on Radio 5 it  is a headline of genius. The Star is very approving of the manner that Trump adopts second time … Continue reading

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A complete unknown – opening the door on a life fully lived

I saw the film on the early years of Dylan’s career with my son at a cosy and posh hotel below Sea Containers House on the banks of the Thames on an early Sunday evening. However you feel about Dylan, … Continue reading

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Magical Thinking – AI scepticism from two fine minds

 Iain Clacher & Con Keating counter yesterday’s blog focussing on the gains in growth likely to happen if we adopt artificial intelligence as we could. Are they right to be sceptical – Pension Plowman. In his foreword to the Government … Continue reading

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Be risk-taking, entrepreneurial and discover!

Daniel Susskind, a professor , writer and speaker from  Oxford University has called for growth in the UK, in the FT. “Three hundred years ago, Britain thundered ahead of its rivals because a fresh spirit took hold — risk-taking, entrepreneurial, … Continue reading

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John Hatchard is dead – he was a good man

I never met John Hatchard, sat on a board with him, discussed business problems and talked about our mutual love of Dorset countryside. I cannot claim to be his friend but know he was special. He focussed on helping rich … Continue reading

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