Tag Archives: annuity

Nick “the bushes” Chadha entertains, educates and explains Stagecoach’s pension.

I was surprised and pleased to find Nick the Bushes on the VFM podcast this week. This podcast has taken a turn for the better this year with a string of guests who are prepared to talk about pensions rather … Continue reading

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Good for Rothesay – good for Nest – good for pensioners.

Nest has partnered Rothesay, to design a new lifetime income option for members in retirement, combining a bulk annuity with a managed investment approach. This new approach will be a market first for the UK.  Rothesay will co-design a bulk deferred … Continue reading

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CDC – your questions addressed and maybe answered! 10.30 today (Tuesday 20th)

  Join the CDC discussion with those passionately for and against CDC! Join here Coffee Morning – The Rise & Rise of CDC –  CPD included You are cordially invited to join us for our next event. At this session … Continue reading

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CAN CDC BE FAIR ENOUGH TO SHARE? 10.30 am tomorrow (Tuesday 20th)

  Join the CDC discussion with those passionately for and against CDC! Join here Coffee Morning – The Rise & Rise of CDC –  CPD included You are cordially invited to join us for our next event. At this session … Continue reading

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CDC – we “stand like greyhounds in the slips, Straining upon the start”.

I am pleased with the news that Parliament will have legislation set before it on Thursday tomorrow, which will allow the CDC on a whole of life basis to go ahead. A consultation about at retirement CDC will follow shortly. … Continue reading

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Pensions at a policy crossroads?

Headlines like this are a bit shouty and the event I went to yesterday afternoon was not shouty at all. In fact it was very good. A privilege and a thankyou I am not a client of “Hogan Lovells” and … Continue reading

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A jolly walk around the bulk annuity garden.

Andy Smith It is good to get further interpretation of the FCA’s recent research into bulk purchased annuities. This from Andy Smith of Barnett Waddingham. Bulk annuity transaction sizes have changed dramatically in recent years, with the real growth story … Continue reading

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An ever more sophisticated annuity purchaser?

Mark Ormston is a superhero There is a great report from the FCA hiding behind Mark’s comments and you can check it out more easily using this link to the FCA website. Mark is modest for  his firm , Retirement … Continue reading

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Insurers mobbed by small DB plans; – but £bn + business is drying up

Thanks to Martin Richmond of Professional Pensions and Charlie Finch of LCP for giving us a heads up on the shift towards insurance in 2025. Bulk Purchase Annuities are being exchanged for the assets of small DB pension plans but … Continue reading

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“Can I swap my pot for a pension to save my folk tax if I die?”

“Can I swap my pot for a pension to save my folk tax if I die?” I get a lot of correspondence from advisers on the impact of changes to taxation of inheritance tax on clients who don’t even make … Continue reading

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