Monthly Archives: May 2024

Look no LTAF! XPS delivers DC illiquids through a blended fund.

It is heartwarming to see a pension consultant designing a product for the good of savers who otherwise might get left behind. Much is made of consolidation of DC pension schemes but there is a core of smaller DC schemes … Continue reading

Posted in pensions | Tagged , , , , | Leave a comment

Charles Randell , Iain Anderson and Labour’s unlikely signatories.

Yesterday, via this video , Labour published a list of 100 business influencers , who supported its business agenda. I don’t know 90% of them , know a few by reputation and only two personally. I did not expect to … Continue reading

Posted in pensions | Tagged , , | Leave a comment

I don’t want my money sitting in the Bank (of England)

  That Toby Nangle is a clever chap, I have been trying to work out what he is going on about in the FT all day and think I’ve got the hang of it. To paraphrase and precis.. While the … Continue reading

Posted in pensions | Tagged , , , | 1 Comment

ISIO’s insightful report on professional trustees in 2024

ISIO’s latest survey on the state of the Professional Trustee market makes fascinating reading and Mike Smedley’s frank  assessment of the results made for a good use of time. You can watch a rerun of the event from this video. … Continue reading

Posted in governance, pensions | Tagged , , | 1 Comment

Labour’s National Wealth Fund needs genuine ambition

There’s something very wrong about the CEO of Barclays telling Rachel Reeves “we’re all in it together” , to a backdrop of financial emporia in Canary Wharf. Those who are not given access to the upper floors of Barclays Global … Continue reading

Posted in pensions | 4 Comments

It can be done – new inflation deal agreed for pre-1997 Reuters Pensioners

I have published a number of articles pointing out the lack of help given to older pensioners by pension schemes that can afford to pay increases on a discretionary basis to those who have been “left behind”. This article, first … Continue reading

Posted in pensions | Leave a comment

Here we go – ISIO- free to go

Today’s Pension PlayPen coffee morning with Mike Smedley is free to go- to readers of this blog. Just press this link at 10.25pm to get in   Pension PlayPen Coffee Morning – ISIO’s Mike Smedley updates us on their recent … Continue reading

Posted in pensions | Tagged , | Leave a comment

“Triple lock plus” – not a policy but a bribe

The idea behind “triple lock plus” is that millions of pensioners who are living “tax-free”, should stay that way. This would involve re-introducing a personal allowance for those over state pension age whose threshold would be at the rate of … Continue reading

Posted in pensions | Tagged , , , | 4 Comments

Big insurers treble pension asset offload to Bermuda.

On 16 November 2023, the UK Prudential Regulatory Authority (PRA) released draft measures to address perceived risks in the market for funded reinsurance, which is widely used as part of transactions that shift pension scheme liabilities to insurers. What is funded … Continue reading

Posted in pensions | 3 Comments

“You don’t need an anger translator – you need counselling”

How we deal with our inner anger, how we offer to the whole wide world is explored by then President Obama with his “anger translator”- Luther at an American press dinner, Arun Muralidhar has shared this with me – likening … Continue reading

Posted in pensions | Leave a comment