Tag Archives: individual

Annuities as tax-avoidance for the rich

Posted on June 28, 2026 by henry tapper

Standard Life have prompted Alan Livesy to comment on the rise and rise of annuities as a place to invest for the rich. This of course is not a strategic change for the country, it is a tactical move from … Continue reading →

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“Pensions” v “Wealth” – which are you aiming for?

Posted on June 26, 2026 by henry tapper

Because I am involved in setting up a CDC , I guess I am a “collectivist”. Like the majority of working people, I would like a pension paid to me from a date decided by me. I will take interest … Continue reading →

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How does value get measured for money at retirement?

Posted on August 10, 2025 by henry tapper

  Let us imagine a conversion rate from pot to pension for everyone at a certain time of their lives – let’s call that the date of the state pension to simplify decision making on what we measure decumulation decisions … Continue reading →

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