Tag Archives: Financial services

Why are investment trusts excluded from the Pension Schemes Bill?

William MacLeod Speaking in the House of Lords today during the Pensions Schemes Bill second reading both Baroness Ros Altmann and Baroness Sharon Bowles , asked a very simple question: Why have listed investment companies been excluded from the Bill? … Continue reading →

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A big question of Commonwealth emerges in our pension investment

The FT examines the empathy between Canada and British investment of pension schemes. In an article this morning with London’s Mary McDougall and Ilya Gridneff in Toronto Like the UK, Canada has been examining how to channel more pension assets to … Continue reading →

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“Concierge Service” for overseas investors with money for the UK

I’m an optimist and so I am prepared to take onboard the promotion by HM Treasury of a Concierge Service. But we have seen the Chancellor supporting investments into UK insurance companies by firms that the PRA are none too … 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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Sweden – a better model for British financial services and our private pensions?

Sweden, a welfare system that works and is affordable. A funded pension system that is forward looking and a country that is proud of the financial services it delivers to its population. To me, Sweden is a better model for … Continue reading →

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Holidays for the have it and want its. A pension special!

The reality of August is played out on beaches not boardrooms. People are at work doing the tough thing which is to keeping the show on the road while the deal-makers are sunning it in villas abroad or perhaps hosting … Continue reading →

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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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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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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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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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