Monthly Archives: April 2025

DO NOT READ THS REPORT – If you think nothing is going to change.

At yesterday’s Pension PlayPen coffee morning we had the forward thinking Julius Pursaill talking about fiduciary responsibilities. There was frustration in the room, we were talking about a world which was not changing. It was before the publication of Hymans … Continue reading →

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Julius Pursaill ; Fiduciary Duty and Beyond ; ticket to coffee morning

Coffee Morning – In conversation with Julius Pursaill – Fiduciary Duty and beyond!  CPD included Type – Online When – Tuesday April 8th, 2025 at 10:30 am You are cordially invited to attend our next event “In conversation with Julius Pursaill” … Continue reading →

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Hymans looks to tap the potential of UK pensions

Here is a consultancy with a powerful message to Government , employers and people planning for their retirement. We have needed a report such as this and now we have one. Thanks to the Hymans team for allowing me to … Continue reading →

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Apologies for being too nice to PIC

  I do apologise to my readers for annoying them. They had been asked to engage with Pension Insurance Corporation’s survey of 1,000 of their members who it seems, enjoy PIC’s willingness to keep them paid However, I had misread … Continue reading →

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Smart and partners offer legacy AVCs a future

  It’s good to see Smart, Dalriada , Gowling and Hymans Robertson working together to offer  occupational schemes, a means to consolidate DC pots. Holly Roach reports in Professional Pensions that a new arrangement has been set up so that … Continue reading →

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Is American money coming to Britain as an export from their rich?

This is a fascinating idea and one that Mary McDougall and Emma Dunkley pick up on. UK wealth managers say enquiries from US-based investors worried by the actions of Donald Trump and his administration and seeking to move money from … Continue reading →

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Will Nest go Dutch with us?

I am looking again at Dutch pensions and in particular the non-guaranteed CDC plans which dominate private provision. This article draws on a comprehensive article by Aegon. The Dutch SPR methodology, on the other hand, works with accrued pension pots … Continue reading →

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Clara to invest in private markets at a difficult time for private market funds.

It is good news that Clara will be investing client money over time. That gives opportunity for growth for members without conspicuous downside to their pensions (only perhaps the loss of upside in the form of surplus lost if investments … Continue reading →

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Ideas from the USA; Arun and Brian sell me finance solutions for pensions.

I am bemused and amused by folk cleverer than me from the USA who offer me alternative ways to deliver real retirement incomes through wildly differing techniques. The first is Arun Muralidhar’s reminder to me that his president can (short-term) … Continue reading →

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PIC ask their annuitants what they want. Do pensioners want annuities?

There is a lot to be said for asking your customers what they want and Pension Insurance Corporation (PIC) make it clear that they have good reason to feel happy that people getting paid annuities by them are happy with … Continue reading →

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