Tag Archives: Financial services
A DB Trustee gives us an history lesson on tax free cash
As a DB trustee, I sometimes wondered where the 25% tax free lump sum came from. Apparently it started back in an Edwardian age, when civil servants were granted a lump sum at retirement in return for a lower pension … Continue reading
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Tagged Business, Derek scott, Financial services, Pensions, Retirement, tax free cash
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NEST- the irrefutable case for “Scheme Pensions”. A blog written 15 years ago
That we have spent no time discussing the deaccumulation of NEST funds is a scandal. It is time for this subject to be put on the public agenda – if it is not, then NEST should be branded a half-baked project.
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Tagged Financial services, Insurance, Life annuity, National Employment Savings Trust, Open Market Option, pension, Retirement, Scheme
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Defending the defenceless is ethical; the money’s in my pension fund!
The FT, like the Telegraph, are keen to talk up the adamant attitude of People’s Pension and Nest to run ethical funds that do not invest in defence stocks. This despite calls from 100 Labour MPs to increase fund investment … Continue reading
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Tagged Business, defence, DWP, Financial services, ft, Government, Mark Carney, National Employment Savings Trust, NEST, pension, Pensions, politics, workplace Pensions
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Backdrop for 2025 DB valuations.
I am sorry not to have made it! I was pressing away on my iPhone as the Queen Elizabeth train took me up from Slough to Farringdon in London. But it would not obey my instructions. Thankfully, I have the … Continue reading
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Tagged Business, Business and Economy, Con Keating, DWP, Financial services, hymans, Jones, McLaren, Pensions
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Hymans Robertson debating pension funding this Morning.
First the advert.. Tuesday (today) 10.30 am event ; free ticket at the bottom of the blog. Having made a mistake and locked myself out of the excellent session led by Pensions for Purpose, I’m not going to do it … Continue reading
How political can LGPS get! Let’s rid it of localism.
The Andrew Gwynne affair seems to have something to do with pensions, as Michael Crick reports. Tameside runs the Greater Manchester local government scheme, the largest in the UK. The gov want it to invest for growth but local councillors … Continue reading
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Tagged Business, DWP, Employment, Financial services, LGPS, pension, Pensions, Treasury, workplace Pensions
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Pension Oldie’s punky monkey party
Pension Oldie has been commenting on my blog . If I had an oldie’s party, he’d be my punky monkey. It is my strong belief that a very easy win for UK Economic growth would be a radical re-appraisal of … Continue reading
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Tagged Business, dc pensions, Employment, Financial services, Government, pension, Pension new, Pension Oldie, Pensions
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Hymans Robertson debating pension funding this Tuesday.
First the advert.. Tuesday 10.30 am event ; free ticket at the bottom of the blog. Having made a mistake and locked myself out of the excellent session led by Pensions for Purpose, I’m not going to do it twice! … Continue reading
What does Government being a pension disrupter mean for pensions ..?
“while we are working away, the world is speeding up” – Starmer at his cabinet meeting on growth. I like Starmer’s statement. Reading the BOE’s report feels like business as usual. The BoE’s latest forecast is that GDP will … Continue reading
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Tagged AgeWage, Business, CDC, dc pensions, DWP, Financial services, Government, Pensions
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DB Surpluses…a game changer? Pensions for Purpose had a great debate
I am sorry not to have been at or publicised this brilliant session. I didn’t publicise it due to a failure to get into my own website and I didn’t attend due to some medical matters, Here is a recording … Continue reading
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Tagged AgeWage, Business, CDC, Con Keating, Defined benefit pension plan, Financial services, Government, Laasya
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