Tag Archives: Con Keating

Headwinds for Productive Investment in the UK – Iain Clacher & Con Keating

Over the past ten years, according to Yodelar, the average returns of the Investment Association (IA) fund sectors were led by the Technology and Technology Innovation sector, amounting to a total return of 365.29%, a compound annual return of 16.6%. … Continue reading

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TPR Leveraged LDI survey – Iain Clacher & Con Keating

This article has kindly been written for this blog by Con Keating and Iain Clacher TPR Leveraged LDI survey This year, TPR’s annual DB and hybrid (mixed benefit) scheme return template contained new questions on liquidity and leverage. There are … Continue reading

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Keating casts doubt on pensions as engines for growth

    Investment and Growth Con Keating Introduction The exhortations for pension funds to invest for growth have been widely publicised in recent years. It has been, and remains, government policy. Unfortunately, ‘growth’ investment seems to have been interpreted in … Continue reading

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“Long ILGs Revisited” Con & Jon ask why they’re in our DB schemes.

We have just updated http://www.ukrpi.com, with the statistics and various charts updated until the end of 2023. Just over a year ago, Henry Tapper kindly published our short piece (link below), in which we wondered why ILGs have been so … Continue reading

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Validating a proposal to pay people pensions

My very good friend Carsten Staehr has sold his interest in payroll to pursue his interest in his family, sport and alcohol (running a wine bar). Tales of Carsten are numerous and I will not rehearse the excesses that have … Continue reading

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Final thoughts on the impact of the “LDI episode”.

An Analysis of the Pensions Regulator’s Review of impact on DB landscape following (the) LDI Episode: Part 4 This is the fourth, and last (for the time being), of our blogs concerned with TPR’s Report on LDI to Work and … Continue reading

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From liner to lifeboat – how we sank the ship of fools

Review of impact on DB landscape following LDI Episode The 58 page report from TPR to parliament on the impact of the “LDI episode” , sparked a response from me , but also from readers who have been commenting. These … Continue reading

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Alastair Meeks’ “meek and mild” pension outlook – meets Con Keating

This blog has been sent me by Con Keating and is published on his behalf. Thanks to both him and Alastair In the run-up to Christmas Alastair Meeks of Zedra wrote three short thought-piece blogs on the future of private … Continue reading

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PPF considered “actuarial with the truth” (Keating/Clacher)

At nearly 17,000 words this blog is a quarter of a way to being a book. But it is an important piece of work and has become more important since HMT have published plans to repurpose the PPF as a … Continue reading

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Voices from pensions past that the PPF should not forget

Last Wednesday was a day for vetera campaigners for the rights of those stripped of their pension benefits could remind the Work and Pensions Committee that for all of the success of the PPF, the pre 1997 rights of those … Continue reading

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