Tag Archives: Investment

Inflation stalks the halls of the PLSA conference.

  The PLSA’s Edinburgh conference is for a second time happening in the midst of turmoil. Yesterday’s event started with a montage of footage beginning in March 2020 when the event last took place and taking us to today reminding … Continue reading

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Better savings beat bitter outcomes!

For the majority of people, the simple rules of saving early, saving hard and being patient apply. The savings agenda can’t be dominated by fear of penal taxation on those with high earnings and wealth. https://t.co/rpfzJ86uX4 — Henry Tapper (@henryhtapper) … Continue reading

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Phoenix should be putting out fires – not fanning the flames!

Phoenix are rightly taking some stick for suggesting that the young should pay more for their pension investment than the old. It would be hard to present an argument in a worse way than Phoenix/Standard Life’s PR team have managed … Continue reading

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Guy Opperman on “pension wealth funds”, horses and talking responsibly

Do good jockeys make good pension ministers? The Talking Responsibly Podcast opened with Guy Opperman explaining what attracted him to racing horses. “You’re dependent on the horse, so long as your horse is good enough, you can compete with the … Continue reading

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What will this “investment big bang” mean for our pensions?

BREAKING: The UK Pensions Regulator is to drop plans to require UK defined benefit schemes to limit private market investment to 20% of their portfolio. More follows. — Josephine Cumbo (@JosephineCumbo) August 5, 2021 This u-turn comes 6 months after … Continue reading

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MaPS – this is not the way to buy investment pathways!

I wonder how many of the 60,000 people who each month decide they want to “get at” their pension money, are finding their way to MaPS website set up for people to understand and compare their investment pathway options (for … Continue reading

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Auto-enrolment’s difficult second album

When auto-enrolment started I, naively as it turns out, hoped that small employers would be excited enough by the chance to choose a workplace pension, to consider what made for a good scheme and download a report that told them … Continue reading

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Pension trustees -you can’t buy a sausage with a brick!

There is an interesting article in  the FT which has sparked quite different reactions from people I know. Here is it’s presentation from Jo Cumbo, who has strong views on investing other people’s money for social purpose. It’s Jo’s article. … Continue reading

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Saving our way to a fairer society..

Thanks a second time to Michael Johnson for asking a salient question about recently published data If we compare four months in 2019 and 2020 we see a £20.5 billion behavioural swing: At the end of February 2020, total outstanding … Continue reading

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Where are our retirement savings?

Thanks to Fundscape for sharing  this  graphic which seeks to lay out what we have in investments  (some of which may become our retirement savings – or even a pension). My title refers to  “Retirement Savings”, though Fundscape are talking … Continue reading

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