Category Archives: pensions

Turning Pensions Upside Down – Richard Wilson’s coffee morning

  This may be a spoiler , but the discussion Richard wants to have is around these three points If these issues matter to you , whether you’re a pensions professional or not, you are very welcome to join us. … Continue reading

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For those who want to make pensions sexy to Gen Z and young millennials…

Where do young people invest? This article tells you what the smart grad about town, has been doing with the spare cash which we want to attract to long-term saving for retirement. Thanks to Ethan Wu of Unhedged ¬†Sign up … Continue reading

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Is the PPF overfunded or under-invested?

The PPF has published its Purple book – rolled out to an audience of 250 anonymous aficionados¬† at a Pension Expert event this week. It revealed DB schemes in rude health with reserves well up and a funding ration at … Continue reading

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Dashboards and simplified advice are peas in a pod.

Pension dashboards will be secure digital interfaces that allow consumers to find their pensions and to view basic information about them. Pension dashboard services will also help reconnect savers with lost pots, benefitting both individuals and the pensions industry. (CP22/25: … Continue reading

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Where will you be next Tuesday afternoon?

I’ll be online at the Accelerating DB endgame between 13.50 and 17.50 and here’s why. To me, the attraction of events like this is that they give you the chance to ask questions of people who are genuinely in a … Continue reading

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The dangers of gerontocracy – the advantages of retirement.

We all say things we shouldn’t and live to regret it. Many young people will have to live with their social media posts for decades to come (like digital tattoos). But it’s seldom recognised that older people are also more … Continue reading

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How LDI turned small DB schemes into “vulnerable customers”.

  This blog provides new information to those who are under the impression that leveraged LDI was only used by large pension schemes. It also looks at the guidance that TPR is issuing to all schemes using LDI – showing … Continue reading

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Is LDI fundamentally unsuitable to small DB schemes?

  Evan Guppy runs a multi-billion pound leveraged LDI program for the Pension Protection Fund. The collateral calls it met over the September/October crisis involved posting ¬£1.5bn in cash and gilts For the first time before during or after the … Continue reading

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Another way to LDI – how the PPF’s approach has fared in 2022.

While the pensions industry continues to live under the pall of the LDI blow-up, the PPF have confidently explained how they have managed the problems that arose from the spike in gilt yields in September. Speaking to me at a … Continue reading

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Find out how the PPF used LDI as part of its pension strategy – TODAY 10.30-FREE

I think this will be a really excellent discussion. Register or log in to http://www.pensionplaypen.com to attend. (events)

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