David is a top pensions technician and we need him to understand the budget. To keep us going till next Tuesday, here is his reaction on budget day – last Wednesday

I don’t know anyone who doesn’t respect David’s knowledge and judgement. For details of the event, scroll to the important. For a first impression read this linked in post!

David Brooks

What Have We Learned from Budget 2026?

Join David Brooks for a discussion on the pensions implications of Budget 2026.

We’ll explore:

• The practical changes schemes, trustees and administrators need to be aware of.
• The measures that may affect employers, members and retirement outcomes.
• The policy themes emerging from the Budget, including State Pension reform, retirement adequacy and the future balance between state and private provision.
• What was missing from the Budget and what that might tell us about the debates still to come.

Topics are likely to include:

• Death benefit easements and inheritance tax.
• Triple Lock reform and the new Pension Tax Allowance.
• DB surplus and endgame questions.
• Mansion House and productive finance.
• Minimum wage growth, workforce participation and pension saving.
• Carer’s Allowance and retirement participation.
• State Pension Age, adequacy and the backdrop to the Pensions Commission.

David’s initial thoughts on what he’ll talk about

Budgets are often as interesting for what they leave unsaid as what they announce. We’ll discuss what appears to be changing, what appears to be staying the same and where pensions policy may head next.

This felt less like a Budget of big pensions decisions and more like a staging post before some much larger debates on State Pension Age, retirement adequacy and the respective roles of the State, employers and individuals in funding retirement.

To Register

Please add to your calendar and click HERE on the day or on the Teams link below.

We hope you can join.

Alternatively cut and paste this URL into your diary

https://teams.microsoft.com/meet/3198930281313219?p=0LHonoBehzEv6zNvpy