Monthly Archives: August 2025

π‘πžπ­π’π«πžπ¦πžπ§π­ π‘πžπ­π‘π’π§π€: If Pension Funds Want to 𝐊𝐞𝐞𝐩 π“π‘πžπ’π« 𝐂π₯𝐒𝐞𝐧𝐭𝐬,

Posted on August 22, 2025 by henry tapper

David Brown Β Financial Freedom in Retirement π…π«π’ππšπ² π‘πžπ­π’π«πžπ¦πžπ§π­ π‘πžπ­π‘π’π§π€: If Pension Funds Want to 𝐊𝐞𝐞𝐩 π“π‘πžπ’π« 𝐂π₯𝐒𝐞𝐧𝐭𝐬, They Need to Act Like They Want to Keep Them The pensions industry has built 𝐰𝐨𝐫π₯𝐝-𝐜π₯𝐚𝐬𝐬 investment infrastructure. But it’s built very little … Continue reading →

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When pension tax avoidance become pension tax evasion

Posted on August 22, 2025 by henry tapper

HM Revenue & Customs said on Thursday that from September 1 it would be β€œlowering the threshold” for requiring evidence in support of requests for pensions tax relief. Claims by telephone will also no longer be accepted and must be … Continue reading →

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STORE FIRST SFO FRAUD PROSECUTIONS

Posted on August 22, 2025 by henry tapper

Angie Brooks has been working on the principals in this financial fiasco. Here they are and below the diagram her estimation of who was and who wasn’t in court to face the force of the law. Pension money is meant … Continue reading →

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Pension Commission – a different look from the Pension PlayPen

Posted on August 22, 2025 by henry tapper

Please join us for our next online Coffee Morning on Tuesday 26th August. At our Pensions Commission relaunch event on August 5th, we heard the thoughts of those at Pension PlayPen have been delivered by Bryn Davies, Arun Muralidhar and … Continue reading →

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Zurich’s Greco isn’t pleased with Apollo and others buying up pensions

Posted on August 21, 2025 by henry tapper

I worked for Zurich one way or another much of my life; I know them to be a decent European general insurer who know quite a lot about investing in UK life and pension businesses. Allied Dunbar , Eagle Star, … Continue reading →

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A pitch to stop pensions being lazy

Posted on August 21, 2025 by henry tapper

I am pleased that an IFA is being this outspoken in his pitch for your business I don’t know Iain Clayton, but I wish I did. This is how he presents himself to a new generation of professionals, one who … Continue reading →

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What Labour’s IHT change really does to DC pensions

Posted on August 21, 2025 by henry tapper

This blog is from Russ Oxley. With over 25 years of experience in the financial industry, Russ brings a unique combination of expertise to the table. He started his career in the City in 1997, where he honed his skills … Continue reading →

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Does Homo Economicus behave as tax impacts him or her?

Posted on August 21, 2025 by henry tapper

  The chart below captures quarterly data on benefit payments made either as lump sums or pensions since late 2004. The data reveals that benefits taken as lump sums have at all times exceeded those converted into a superannuation pension … Continue reading →

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Is “dashboard” the right name? Richard’s journey says yes.

Posted on August 21, 2025 by henry tapper

What the dashboard does. The pension dashboard is going to tell us is the value of what we have built up as estimated retirement income ((ERI).Β  This is not a projection but a statement of what you could expect to … Continue reading →

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Doubt cast over ownership credentials of US insurer buying-out UK pensions

Posted on August 20, 2025 by henry tapper

Apollo Exposed: Athene Stories reinforce concern either side of the Atlantic about private equity taking over insurers on a dubious basis. We know the outcome in terms of UK Pensions;Β  PIC and Just have recently been bought into by US … Continue reading →

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