Category Archives: pensions

How bigger funds get better value from private equity

Posted on October 10, 2026 by henry tapper

We have in organisations like Border to Coast and Nest, examples to follow.   I hope that lessons from £100bn + funds are learned by smaller funds. There are answers in collaboration that are waiting for them. Continue reading →

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If you’re a Chancellor, you cannot ignore the nation’s money going into DC pots

Posted on October 9, 2026 by henry tapper

FCA data has also shown around £567bn of assets under administration in SIPPs in 2024. Separately, almost £1.3 trillion was administered across the wider contract-based DC market, which includes both workplace and individual pensions. Continue reading →

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Why the National Care Service will be part of the retirement promise to us all

Posted on October 9, 2026 by henry tapper

I hope we recognise the pressure that the increasing taxes that are needed to pay for healthcare and social care will partially come out of the increases in AE minima we were promised. Continue reading →

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What’s missing from TPR’s message to Trustees to raise their game?

Posted on October 9, 2026 by henry tapper

It only needs the Pensions Regulator to make clear what everybody knows, that CDC give valuable pensions, to make everything to fall into place.  Continue reading →

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My Nest dashboard quotes me twice the “pot” my Pensions Dashboard shows

Posted on October 9, 2026 by henry tapper

We spend ages TALKING about adequacy, but poor systems make me wonder if we actually care? Talk is cheap, right? Continue reading →

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Pensions cut US equities over AI concentration risk

Posted on October 8, 2026 by henry tapper

“Given the current scale of the US market in global portfolios -the rise of passive investing using indices needs discussion. Indices are not as diversified as they have been in the past.”  Dan Mikulskis Continue reading →

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How AI found the PPI’s DC Future Book (2026)

Posted on October 8, 2026 by henry tapper

I would characterise the report as: excellent descriptive epidemiology of the DC patient, but insufficiently critical diagnosis of the disease. Continue reading →

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Making pensions out of pots looked pretty hard to me and Terry

Posted on October 8, 2026 by henry tapper

I’ll remember yesterday for good people trying hard to get to a good way to turn pots to pensions. They should listen to Terry for a simple answer – we don’t really need pots at all. Continue reading →

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Penfit; Brian’s financial planning for those facing retirement with a pot

Posted on October 8, 2026 by henry tapper

Penfit and CDC do different things – Penfit makes DC relevant to those who won’t take advice on pots while CDC dispenses with pots and focuses on pension. Both are worthwhile and compliment each other Continue reading →

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What has Denmark got to help our Pensions Commission?

Posted on October 7, 2026 by henry tapper

Some will say that all they got was a pleasant reception (pictured).  But those with open eyes and ears to more resilient ways of paying a retirement wage may want to follow Nick Pearce’s post. He is one of those … Continue reading →

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