Monthly Archives: March 2024

PPF+ for the unloved, over-funded, pension scheme.

In this blog, the PPF’s  Chief Customer Officer, Sara Protheroe, shares her experience of working with overfunded schemes that enter the PPF’s assessment period and how they’re helping them to achieve the best possible outcomes for members. I’ve checked with … Continue reading

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Financial self-help with Claer Barrett

I’m signed up and already I’m getting to work I’m promised A welcome email within 24 hours The first module next Wednesday In the meantime, I can  learn more about my  relationship with money below: Take the FT’s Financial Personality … Continue reading

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Is your pension scheme involved in flat forfeiture?

Brilliant video by @FreeLeasehlders with a shocking story of cruel and greedy landlords, sensitively handled by Nicola. https://t.co/8LsEYteAB7 — Barry Gardiner (@BarryGardiner) March 16, 2024 If you have trouble with the sound, here it is on YouTube “There is no … Continue reading

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Just because you’re an “occupational pension scheme” – doesn’t make it alright

  Scamming is not alright, pension scamming is not alright – ever. One of the ruses that pension scammers used to get legitimacy for their activities was to claim that money would be transferred by an HMRC “approved” occupational pension … Continue reading

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England – great sides don’t do that!

Why do great sides never lose in the last minute? The answer is simple, “great” sides are winners and much as I dislike the reliance on braun rather than brain that characterises South Africa and France at the moment, they … Continue reading

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Can’t pensions clean our water and clear our waterways?

Water is everywhere, as I write the Thames is flowing fast down to Romney Weir and beyond. Yesterday as  we walked  to Arbor Park, we passed the terminus of the Slough extension of the Grand Union Canal, the water in … Continue reading

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Labour’s private equity tax puzzler

It’s a rich person’s problem how to minimise tax. Private Equity managers are rich and they stay rich by managing their tax affairs, as they are entitled to , by using non-dom tax concessions and having their revenue taxed as … Continue reading

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Brighton Watchdogs 5 – Croydon Lifeboats 3.

I have never encountered a lifeboat in Croydon and Brighton has always seemed too much fun to need watchdogs, but I’m delighted to see that the PPF and TPR have had their football teams dubbed so by the Professional Pensions … Continue reading

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The tricky thing about disruption.

The tricky thing about disruption is that it makes for so many awkward conversations. This week , we’ve been struggling to get some currency behind the concept of a Pension SuperHaven. It is a pension scheme that offers those who … Continue reading

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David Robbins on the budget – as good as it gets for pension folk

No comment needed – an hour of excellence – thanks David

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