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Category Archives: pensions
The Dashboard is cleaning up our data – so we’ll see our retirement wages.
It makes us think;- the prospect of life with a pension dashboard! If Chris Curry is right, the dashboard has done part of its job- a year from starting. We don’t know when he’ll have it open to the public … Continue reading
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Tagged Chris Curry, Dashboard, Geraldine Brassett, Income, Money Helper, pension
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German pensions – this is the big new deal for asset managers
The big story for asset managers in Europe is not CDC or DC or the revival of DB as an investment opportunity, it is German funded pensions.
Threescore years and ten; 70’s now the age to retire , not to die!
There’s a murmuring doing the rounds mocking those of my generation (mid 60’s) who cannot stop working but who know their children wish they would. They result in announcement of a career end. But these retirement announcements always promise another … Continue reading
Divorce means pensioner poverty for many of a certain age
Coping with the difference in lifestyle you face in retirement is one thing, maybe it’s not good for marriage. A high number of couples split up rather than go through a changed lifestyle – it would seem. While freedom from … Continue reading
The Low Earner’s Pension Payments;- now pushed back to 2027 – it’s a scandal.
Following any email of 9th July HMRC has written to provide an update on the delivery of the Low Earner’s Pension Payment (LEPP). It arrived early in August Yet another delay in the tax-man paying back pension payments They … Continue reading
What is the future for GPP workplace pensions.
My DC pot was established with L&G by First Actuarial, my employer at the time of auto-enrolment. We were going to use Prudential but that large insurer which is now offering pensions through M&G had recently withdrawn from writing … Continue reading
SJP’s right to hold pre-eminence in managing financial affairs of the wealthy questioned
Yesterday I published an article by Gordon Aitken that stood up for SJP after it had taken a stock-marketing beating for losing customers. My argument has consistently been that SJP serves a place in society, they are an expense that … Continue reading
The complexity of some tax free cash sum payments – and who to go to for answers.
Sensible but technical stuff for the smart and those who have smart advisers! Queries on Lump Sum Payments Dave King Pensions Technical Consultant, Aries Insight April 21, 2026 Across the last couple of weeks, Aries have been asked several questions … Continue reading
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Tagged Dave King, dc, Lump sum, occupational, Pensions, Technical
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Brian Henderson’s Retirement Value Scorecard – for the smart and smart advisers.
Yesterday I published Brian Henderson’s brilliant thoughts on Value for Money as a way of helping individuals determine for themselves what is their best way forward at retirement. He converts the current VFM assessments to a tool known as Retirement … Continue reading
Brian Henderson asks whether CDC gives you better VFM than DC – it depends!
You can download the document for yourself from here. Here is Brian’s introduction on social media