Tag Archives: Australia

The wonderful visit to OZ – Jo Cumbo reports from a land down under.

Jo Cumbo is an Australian living in England who makes no bones about where her heart is! Been living abroad for two decades but the first glimpse of home soil after a very long flight gets me every time. 🇦🇺🇬🇧 … Continue reading

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Australia’s straight talking on bogus pension tax incentives

The taxation of pension wealth in the UK is under review as the Treasury considers whether it needs to apply constraints on contributions (the annual and money purchase annual allowance) as well as on withdrawals from pension funds valued at … Continue reading

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“We have a financial literacy problem, not a product scarcity problem!”.

This article is about what we can learn from Australia about “choice architecture” and how we can avoid leaving the important policy decisions too late, as I believe the Australians have done. As she learns the ropes, I hope that … Continue reading

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Advice or guidance? – It depends how you like to travel!

This blog follows Australian pension regulation, not because that’s what’s trendy in political circles (we are unlikely to see the next pension minister be such an admirer) but because of the it informs debates in this country we are yet … Continue reading

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Watch your carbon footprint – Aussie!

  The UK’s Financial Conduct Authority last month said it saw a “clear rationale” for regulatory oversight of certain ESG data and rating providers. “We stress that market participants and consumers must be able to trust green and other ESG-labelled … Continue reading

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Scheme consolidation? You ain’t seen nothing yet!

Speaking with Aussie legend Nick Sherry, I asked him why he was merging the Transport Workers Super with a much larger scheme “The optimum size of a Super is around $20bn AUS”, said the former minister, TWU is at about … Continue reading

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Where you can buy a sausage with a brick…

  At this week’s Pension PlayPen coffee morning, Guy Opperman told we could look forward to what was happening in Australia today, being UK pension policy tomorrow, so here – courtesy of the Australian Financial Review is a Government incentive … Continue reading

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The OECD signal a change in the weather. So should we!

I published yesterday the OECD’s latest recommendations for the design of DC pension plans I was surprised that they were so radical, though looking back at their “Pensions at a glance” paper last year, perhaps I shouldn’t have been. The … Continue reading

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Meanwhile, in Australia – retirement income strategies compared…..

This article is an overwrite of work done by Optimum Pensions’ Peter Rowe in Australia, I’m grateful to my friend Jim Hennington for sharing it. When I read it I was struck by the similarities that Australia’s Super system is … Continue reading

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COVID-19 Down Under: Australia Catches a Third Wave

  WWW.Covid-arg.com By Jennifer Lang and Karen Cutter COVID-19 Actuaries Response Group – Learn. Share. Educate. Influence. Introduction For much of the pandemic, Australia, along with its neighbour New Zealand, has been relatively successful in protecting its population from the … Continue reading

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