Tag Archives: Funding

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

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Defined Benefit Pension Funding – Iain Clacher & Con Keating

Defined Benefit Pension Funding Iain Clacher & Con Keating The article  appears in the Securities Institute Review which is the house magazine of the Chartered Institute of Securities and Investment (CISI) It is here  In a range of conference presentations, … Continue reading

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Should Pension Schemes Ditch Gilts?

Yesterday saw the implementation of the funding code, tomorrow may see it rewritten We are fast approaching the Mansion House Speech (Thursday) when we can confidently expect Government to address the issue of valuing and funding defined benefit pension schemes. … Continue reading

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Parliament V TPR – pension funding rift grows

UK pension rules risk ‘finishing off’ remaining defined-benefit plans, MPs warn https://t.co/9M2lz6c2Ky via @ft — Josephine Cumbo (@JosephineCumbo) March 26, 2024 Early birds can catch the free link to Jo’s story here . If the link’s expired, mail henry@agewage.com – … Continue reading

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TPR look at ways to help schemes “run on”.

Developments in the defined benefit alternative arrangements market 27 November 2023 / Mike Birch Protecting savers and supporting innovation are central to our work. In line with this, we are working closely with providers in the market to explore alternative defined benefit … Continue reading

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Why buy equities? – Con Keating’s shortest blog

In his presentation to the Chartered Institute of Securities and Investment conference on Risk and Uncertainty, Jon Exley made the case, eloquently and at length, for using bonds to match pension liabilities. This argument is rooted in the “Law of … Continue reading

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DB Scheme Funding: Some Empirical Results and Consideration

  We have been collecting the reported funding ratios of DB schemes since December 2022. Through this analysis we are finding some fairly large discrepancies between reported funding ratios and the widely broadcast narrative of highly significant improvements of those … Continue reading

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LDI – “Blood on the Tracks”

Well, I wanna be your lover, babyI don’t wanna be your bossDon’t say I never warned youWhen your train gets lost Bob Dylan “It takes a lot to laugh, it takes a train to cry” This article is about the … Continue reading

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“The theoretical and analytical basis for the DWP’s funding regulations are not fit for purpose”.

This is the third in our series of blogs addressing the questions posed in the DWP’s Funding Regulations consultation. The previous blogs may be seen firstly here and secondly here. We follow the same conventions as in previous blogs. Industry … Continue reading

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Con Keating and Iain Clacher appalled by DWP’s proposed Funding Regulations

This is the first in a series of blogs covering our responses to the questions posed in the Funding Regulations consultation paper, which closes on October 17, 2022. As there are 25 questions and we wish to keep our blogs … Continue reading

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