Sadly we allowed the "lay trustee" to be written into our law eg the Trustee Act 2000. And rather than…
As an AMNT committee member we widened our constitution this week to spread the mentoring, networking and best practice dissemination…
"falls in contribution rates have begun to emerge" The LGPS Survey 2026 undertaken by Room 151 in association with Schroders…
Yes, follow-up on the many benefits of Auto-Enrollment with the benefits of Auto-Consolidation, with opt-outs again for the sophisticates who…
Tag Archives: C-Suite
Playpen 10.30 today: The mechanics of DB surpluses
The theme will be, the exercise of discretion in a time of scheme surplus. Continue reading
What should we do with surplus money in pensions? Tomorrow at 10.30
Make a one-off catch up payment to cover 2020’s inflation spikes. Pay 10% extra a year to members? Continue reading
William McGrath has some lucid comments on DB surplus to make on Tuesday
Make a one-off catch up payment to cover 2020’s inflation spikes.
Pay 10% extra a year to members with a well funded scheme running-on with a sound sponsor. Continue reading
The Journey from Rolls Royce to Athora
Rolls Royce Severs its DB Pension Scheme Were Better Outcomes Available? Rolls Royce is severing its connection with its DB pension scheme. It says it simplifies the Group and its investment proposition. The trustees are winding up the scheme and … Continue reading
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Tagged Athora, buy-in, buy-out, C-Suite, Pensions, Rolls Royce, William McGrath
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What can C-Suite can do for your DB scheme? An advert from William McGrath
A Risk-Benefit analysis for sponsors and trustees is needed to make good quality, informed decisions. Perhaps the time has come for sponsors and trustees to be more activist. Don’t wait to be told. Do the work yourself and scrutinise the … Continue reading
Penson Surpluses can now be “tapped” for staff’s best interests
From April 2027, well-funded defined benefit pension schemes will be permitted to pay surplus funds directly to scheme members over the normal minimum pension age where permitted by the scheme rules. This is a welcome measure that has been called … Continue reading
Posted in pensions
Tagged C-Suite, pension surplus, rubber tree, Surplus, tapped, Tapper, William McGrath
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Public Policy Adjustments to Increase UK Investment from Defined Benefit Schemes
Defined Benefit Schemes : Public Policy Adjustments to Increase UK Investment and Encourage Exercise of Discretion Policy Opportunities for HMT / DWP / DBT From William McGrath of C-Suite The impact of the measures below would be to increase investment … Continue reading
Thoughts for PLSA and TPA – William McGrath says “Numbers need to count”.
William McGrath is “C-Suite” a group of people thinking about pensions and in this case about the use of TAS 300. This blog is not for the faint-hearted but if you are flying or training up to Edinburgh this is … Continue reading
Rewrite your SIP for 2024
In 2024 new Statements of Investment Principles (SIP) can write Run On 4 Good into pension plans. Head office teams can reengage with trustees and have time and discretion to plan for 2% of assets to be freed up a … Continue reading
Time for a Pension Revolt by Current Employees
William McGrath is not a lifelong agitator. Until recently he was CEO of Aga-Rangemaster. He is the kind of person you’d expect to bump into at CBI conferences (if they still had them). His is the authentic voice of the … Continue reading
The idea that a pensioner has "complete control over cash flows" is naive because it omits the awkward fact that…