Tag Archives: Mastertrust
PMI DC and master trust symposium -a welcome anchor!
I got a surprise but most welcome last minute acceptance to this event, having been on the waiting list. The event was a sell-out with well over 200 delegates, a healthy exhibition and a day long event that kicked off … Continue reading
Posted in pensions
Tagged Business, CDC, dc pensions, DWP, Mastertrust, National Employment Savings Trust, NEST, Retirement, TPR
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Retirement planning , a rare instance of Britain leading the USA.
I am surprised by how little we have to learn from the American pension system. Thanks to David John for sending out a link to this article from the National Association of Plan Advisors. This is taken from MICHAEL P. BARRY’s … Continue reading
Rejoicing in heaven – John Ralfe returns to the fold!
I say unto you, that likewise joy shall be in heaven over one sinner that repenteth, more than over ninety and nine just persons, which need no repentance. Luke 15.7 “Miracles and mirages of #CDC ” Excellent blog by … Continue reading
“Only rich people think small amounts don’t matter”
That’s a quote from Debora Price and I’m making it a strap for whatever campaign I can cobble together to make Government Incentives happen for those who qualify for them , but can’t get them because their trustees don’t collect … Continue reading
Posted in pensions, pot
Tagged Consultant, Debora Price, DWP, Employment, Financial services, JLT, Mastertrust, National Employment Savings Trust, NEST, net-pay, NOW, pension playpen, pensions, People's Pension, poor, relief at source, Retirement, rich
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Paul Trickett – a big thank you!
I understand that Paul Trickett is joining Aviva as a Director of the Life Company. Paul tells me he has resigned his posts as Chair of the Trustees of the Zurich Staff Pension Scheme and of the L&G Master Trust. … Continue reading
“Workie Vicit” – tPR on the state of AE
The Pension Regulator has published its snappily entitled Automatic enrolment commentary and analysis report 2015/16 The first question I asked as I opened its 45 pages was “who’s it for?“. TPR’s primary stakeholder is the DWP which funds it and … Continue reading
Posted in accountants, advice gap, auto-enrolment, pensions
Tagged auto enrolment, D, DB, DWP, Mastertrust, NEST, staging, the Pensions Regualtor, TPR, Workie
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“Beware the mastertrust my son!” 6 reasons to be careful
Ok. It may not have jaws that bite or claws that clutch or be quite as frightful as the Jubjub bird, but the mastertrust may be no friendlier than Lewis Carroll’s Jabberwock. This is not a trendy thing to … Continue reading
Posted in Guidance, Payroll, pension playpen, pensions, Pensions Regulator
Tagged DC pension, DWP, jabberwock, Jabberwocky, master trust, master trusts, Mastertrust, NEST, Professional Pesnions, TPR, Value for Money, workplace pensin
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Auto-enrolment; – tPR’s despatches from the trenches
Auto-enrolment is like Flanders in 1914. Those wishing to see universal adoption of workplace pensions within Britain’s employment structure are digging in for an onslaught that has barely begun. Our Ypres’ and Passchendaeles’ are yet to come. We are still in … Continue reading
Vertically integrated mastertrusts? – “my arse!”
Pardon my Scouse! I throw Mick Royle at Mercer’s master trust (and the incipient Aon Hewitt master trust). “Vertical integration” is where the supply chain of a company is owned by that company. Mercer have set up a master trust where they … Continue reading
Posted in actuaries, advice gap, pensions, Retail Distribution Review
Tagged Aon, Commission, Consultancy Charge, Mastertrust, Mercer, RDR, Vertical integration
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The new Mastertrust Assurance Framework (MAF)
Amidst the deluge of new consultations, the joint consultation on the Mastertrust Governance has been pretty well lost to sight. Published last week it can be found here. It’s the work of a group of accountants (organised by the ICAEW) … Continue reading
Posted in accountants, advice gap, pensions
Tagged Auditor, Business, Employment, Financial services, Good governance, governance, Government, MAF, Mastertrust, MAstertrust Assurance Framework, National Employment Savings Trust, NEST, pension, pensions, Practitioner, Public Sector Pensions, Retirement
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