Tag Archives: Investment
Putting the FIS back into pension schemes
This is a blog inspired by a snip from First Actuarial’s briefing to trustees and sponsors of their DB clients. For many years trustees have had to focus on a prudent funding plan based on the scheme valuation at … Continue reading
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Tagged Business, corporate governance, corporate risk, de-risking, DWP, Investment, pension, Pension new, Pensions, Retirement, workplace Pensions
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Keating casts doubt on pensions as engines for growth
Investment and Growth Con Keating Introduction The exhortations for pension funds to invest for growth have been widely publicised in recent years. It has been, and remains, government policy. Unfortunately, ‘growth’ investment seems to have been interpreted in … Continue reading
Smooth operators: the case for the non-guaranteed investment-based smooth income annuity
Per UK Linnemann — First published in the Actuary Thursday 7th March 2024 — 8 min read The smooth income annuity was born in Per UK Linnemann’s homeland, Denmark. Here, he advocates the non-guaranteed investment-based variety. In a 2007 piece … Continue reading
Australia more than competitive on pensions
Jo Cumbo has written an important piece on what the UK can learn from the Australian pension system. The article is not written for the pensions industry but for the FT reader, a sophisticated type who can appreciate that there is … Continue reading
Virgin Money’s replacement pension still not ready – reports IGC.
The Virgin IGC published its Independent Governance Committees’ report on 28th September. I was under the mistaken belief that Virgin had downgraded its IGC to a GAA. I was wrong and apologies to Virgin Money , its IGC and in … Continue reading
Small beer; Keating and Clacher take a sober look at the PPF
Anyone who struggles to pay attention to pensions should read no further. There are close to 10,000 words in this article and some very deep thinking. I publish it because we have a couple of debates coming up on the … Continue reading
Investment transfer market needs a regulatory crackdown
Interviewed by the Financial Times https://t.co/7tGzD4fcFF — Henry Tapper (@henryhtapper) September 9, 2023 I had thought to post Simon’s original blog about his treatment as he tried to transfer his pension savings from one wealth platform to another. But I … Continue reading
The ABI look to seize the high ground on pension investment
The Treasury is softening up the British Public for change This weekend, the softening up of the British public to the idea that pension schemes can invest for Britain gathered further momentum. The Times ran an article headlined Can pensions … Continue reading
Forecast “fair- outlook stormy” – PLSA investment conference in uneasy calm.
As a barometre of industry feeling , I would mark this year’s PLSA conference as reading “fair – outlook stormy”. A stormy outlook for investment strategy Having survived a total breakdown in its funding strategy only 8 months earlier, … Continue reading
PLSA Edinburgh – do we merit managing other people’s money?
I’m going up to Edinburgh on Tuesday to the PLSA conference, my train ticket up cost £32, down £35 and I’m staying in student accommodation. Thanks to the PLSA for letting me cover the event from the press room, I … Continue reading