Tag Archives: ft
“Pension wealth” is subject to “EET” – exempt, exempt – but taxed when spent!
Jo Cumbo in an excellent article charts the complexity to the rich of having money as “pension wealth”. The furore over IHT over pension “wealth” is a belief that for the rich, pensions were “EEE”, not “EET” as they are … Continue reading
I took her CDC baited hook and was landed by Jo Cumbo!
Following this year’s Pensions UK investment conference I was told that my press badge would not be renewed. I was not a journalist and I spent too much time expounding my commercial views and not enough the views of other. … Continue reading
Posted in pensions
Tagged CDC, ft, increases, jo cumbo, Journalist, Pensions, salesman
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Where bankers show their pension fallibility!
I know a fair few bankers (and I bet some don’t want to remember me!). They want to mark their happiness to the market but pots of money never do! They need pensions like the rest of us. You can … Continue reading
Gilts back on the naughty step
Thanks to Katie Martin of the FT for this striking assessment of the state of gilts. Those readers who run schemes primarily invested in gilts will find this interesting as will many readers who watched in horror in October 2022. … Continue reading
Is America a good place for insured retirement funds from Britain?
I am pleased to see Calum Kapoor and Mary McDougall working together on an article that looks at the taxation of overseas money invested in American assets. You can read it on a “free share” here. I profess to be … Continue reading
War is destabilising world economics – how resilient is Britain?
This is me ripping the front page of the FT off this morning’s digital feed and sharing it with you, There are other stories behind those in the simple numbers of Britain and the USA markets, Korean markets were suspended … Continue reading
Managing Risk in the Round – In Defence of the Church of England Pension Scheme- Dan Hedley
A summary Dan Hedley, Policy Director of New Capital Consensus The Church of England’s clergy pension fund is being painted as a gambler in a casino by John Ralfe in the FT, “doubling or quitting” by running a growth‑oriented portfolio rather … Continue reading
Do you use AI for retirement planning and could it ever replace human advice?
The FT is calling out for feedback on how people are getting on with AI in planning their retirement. I know Mary and her advanced bump so am sharing a link to her request which you can access and leave … Continue reading
The FT call “fleeceholds” a market failure – most leaseholders would agree.
Well done the FT for not holding back. This fine article says what needs to be said to the people who need to hear the message most! I will lean on the FT’s kindness in letting me share this article … Continue reading
Why raising the retirement age hurts the poor most.
There is some research from IFS published last year (I’ll come to it) that says that the triple lock helps the rich and raising the state pension age (to 68 and upwards from there) hurts the poorest most. This is … Continue reading