Tag Archives: Funds
Dr Chris Sier; 1966 to 2025
Chris Sier has died aged 58, rigorous to the end he finally lost his long fight with Colon Cancer diagnosed in 2023. He has been seeing friends at his bed in Guys hospital and those who have said goodbye all … Continue reading
Posted in pensions
Tagged AgeWage, chris sier, Clearglass, Funds, Leeds, LGPS, Newcastle, Pensions, pools, university
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Does CDC work like a DB or a DC pension plan? I don’t care!
Under current proposed timelines, multi-employer CDC schemes are expected to secure regulatory approval in 2026, with a view to accepting contributions from 2027. So we ought to be starting to think about what being in a CDC plan will feel like … Continue reading
Posted in age wage, dc pensions, pension playpen, pensions, Retirement
Tagged CDC, DB, dc, Fund, Funds, Pensions
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IHT mitigation funds plead for IHT to remain – shock!
I wrote recently about why I see IHT as a tax that should be abolished. My argument was based on it attracting small revenue at great cost (both in collection and to the reputation of HMRC as ghoulish. To these … Continue reading
Public sector workers deserve better VFM from pension payments !
The LGPS is the poster child for funded British pensions right now. The Government is urging them to go further, faster into private market investments calling for a further £24bn of its funds to be invested in productive capital … Continue reading
The “Assessment of Value” whitewash continues.
Thanks to Robin Powell for bringing this to my attention and thanks to Sally Hickey for researching and writing the article for the FT Here is the damning evidence uncovered by Hickey Hargreaves Lansdown has said its funds represent value … Continue reading
The Bank tells us what nearly happened and what really happened in the LDI crisis.
The Treasury Select Committee are in the midst of an immediate inquiry into the impact of the “micro-budget” of September 23rd. You can read here the transcript of the first oral session featuring among others Torsten Bell and Paul Johnson. … Continue reading
Posted in pensions
Tagged Funds, Ireland, John Cunliffe, LDI, Luxemburg, Offshore funds, Pensions
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The Treasury’s review of funds should remember all who use them!
The Government faces four particular challenges in its regulation and promotion of the UK asset management industry. It has much to lose and little to gain from change – Britain is Europe’s largest asset management hub and the disruption of … Continue reading
Workplace pensions – what we pay and why we pay it!
David Hutchins , who is the presiding genius at Alliance Bernstein, a firm whose investment services power many workplace pensions has written a strongly worded piece in the FT that calls on product providers to ensure savers know what they … Continue reading
Posted in accountants, advice gap, age wage
Tagged Alliance Bernstein, david hutchins, Funds, Value for Money, VFM
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So what can our past performance tell us of the future?
Very excited by developments in @agewageuk scoring that are helping us understand the risks each saver experiences relative to all relevant risks members can take, more in weeks to come! — Henry Tapper (@henryhtapper) July 2, 2020 It is narcissistic … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, Experience, Funds, past, Performance
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Why do we need funds?
James Coney, formerly of the Daily Mail and now of the Times is a campaigning journalist who says it as he sees it- and that’s refreshingly transparent He is asking in an article the question that’s in the title of … Continue reading