Tag Archives: LTAF
Scottish Widows’ DC counter to the CDC challenge.
There is no doubt that the Scottish Widows Master Trust is here to say. It will pick up the Lloyds Banking Group’s DC scheme (Your tomorrow) which will make the Master Trust a £1o bn scheme by 2030 (and well … Continue reading
Work Pensions do deals NOW in UK private markets (not just offer LTAFs).
While the ABI hurried out a paper I wrote about over the weekend saying insurers had invested next to nothing (0.24% of £268bn) in retail workplace pensions (around £650m), institutional investment is a different matter for organisations seeing investment as … Continue reading
Posted in pensions
Tagged Housing, Infrastructure, L&G, LTAF, LTAFs, NEST, workplace
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Private equity disappearing up its own rear orifice!
“Our view is that we find better risk-return opportunities in the first chapter of a CV than a second,” said Stepstone’s Johnston. This is a private equity commentator at Stepstone explaining succinctly a problem which the rest of us have … Continue reading
Look no LTAF! XPS delivers DC illiquids through a blended fund.
It is heartwarming to see a pension consultant designing a product for the good of savers who otherwise might get left behind. Much is made of consolidation of DC pension schemes but there is a core of smaller DC schemes … Continue reading
If HSBC’s LTAF is an important step for DC, can we know why?
Annoyingly, I can’t comment on Laura Myers quote as the article is sat behind a paywall. This quote about the launch of a sleeve of illiquids in the HSBC master trust is also from Laura Myers but taken from Pension … Continue reading
The future for LTAFs looks grim.
Sales of LTAFs aren’t going well and this doesn’t bode well for both the Conservative and Labour party’s plans to put our long-term savings to work for the good of the country. This week we learn that sales of LTAFs … Continue reading
Open ended funds sound great until they close
St James’s Place suspends trading in property fund https://t.co/cbwtFfOPc4 open ended funds sound great until they’re closed — Henry Tapper (@henryhtapper) October 24, 2023 You can call it a unit trust or call it an LTAF;-whatever you call it – … Continue reading
What’s wrong with Life Platforms? Nico and Henry in conversation March 14th
Nico and I come at this subject from different angles. I was at Investment Solutions before it became Mobius Life and have spent more time than I should admit to with Adrian Swales – thinking about insured and non-insured solutions. … Continue reading
KEEP CLEAR- unexploded pension bomb
The DWP’s full frontal assault on poor value occupational pensions will be launched shortly. The intent of Guy Opperman and his policy team at the DWP is to consolidate the occupational DC pension market with intent to improve member outcomes. … Continue reading
Posted in pensions
Tagged Bomb, Charge cap, Guy Opperman, Ian Duncan Smith, LTAF, Treasury
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Are our pension schemes the treasury’s piggy bank?
Yesterday I published a series of tweets from Jo Cumbo on the difficulties the Pensions Regulator would have balancing the interests of members and sponsors with the interests of Rishi Sunak in getting schemes to invest in the nation’s infrastructure. … Continue reading
Posted in advice gap, age wage, pensions
Tagged DB pensions, dc pensions, DWP, LTAF, Pensions, Rishi Sunak, TPR
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