Monthly Archives: March 2026
Things that the FCA are doing to help people in retirement
Jim Boyd is a firm advocate for those in later life, here he is explaining how the FCA is helping (thanks for pointing us to Jim, Tom McPhail) I am of a generation who has used a later life mortgage … Continue reading
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The Pensions Mutual CDC proposal – Will Hutton
Within 12 months British employers will be able to work together to provide pensions for their staff through CDC pension plans I support Henry Tapper and the founders of Pensions Mutual who will make it easy for employers to provide … Continue reading
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“Well said Maggie!” An elderly trustee chair speaks out for Maggie Rodger, the AMNT and independence
PensionsOldie has spoken out in a comment to my blog on trustees being for members not just compliance The reference to Maggie’s Farm does not refer to Maggie Rodger but to the rubbish workplace that Bob Dylan imagines himself in … Continue reading
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Tagged AMNT, CDC, DB, dc, Pension Oldie, Pensions, Professional Trustees
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So you think that your pension was bought out by a gilt-edged insurer?
All year I have been writing about the security of buy-ins and buy-outs of occupational pensions in the UK by insurers. I am talking in particular about our insurers that are shipping off assets and liabilities to the USA and … Continue reading
I can’t breathe at the “fiduciary” summit – I find the air’s too thin up there.
Lords strips mandation from Pension Schemes Bill Infamously, last Thursday, as my friend Tom was being lauded by the shadow SOS, I suggested to the not very crowded meeting in Edinburgh a repeat of David Cameron’s trick with Ros Altmann. … Continue reading
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TAS300: “Particularly Delightful Memory” says DWP Minister of State.
Regulatory coordination to follow to boost “informed decision making” The case for maths based run-on v bulk transfer comparisons ahead of strategies being set for DB pension schemes was debated in the House of Lords for the third time on … Continue reading
Pensions Mutual is looking for trustees for its CDC scheme
We Are Looking for Trustees As we move forward with the establishment of the Pensions Mutual Unconnected Multi-Employer CDC scheme we are looking for trustees to sit on the scheme Board. We are particularly keen to appoint individuals who have … Continue reading
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People need more pension, not just moaning about the lack of saving!
I enjoyed Richard Smith’s post on L&G’s moan about not getting enough paid into workplace pensions We know only too well that enough money is going into pension pots. Last Friday I listened to a friend telling the few delegates … Continue reading
I hope professional trustees will come to CDC independently
I was surprised to see a firm of professional trustees promoting itself with WTW , who are consultants but also providers of DC services through LifeSight . I have heard WTW present CDC as an extension of Lifesight , with … Continue reading
Is America a good place for insured retirement funds from Britain?
I am pleased to see Calum Kapoor and Mary McDougall working together on an article that looks at the taxation of overseas money invested in American assets. You can read it on a “free share” here. I profess to be … Continue reading