Tag Archives: occupational

The complexity of some tax free cash sum payments – and who to go to for answers.

Posted on August 16, 2026 by henry tapper

Sensible but technical stuff for the smart and those who have smart advisers! Queries on Lump Sum Payments Dave King Pensions Technical Consultant, Aries Insight April 21, 2026 Across the last couple of weeks, Aries have been asked several questions … Continue reading →

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Occupational Pension Schemes (from an Employer’s perspective).

Posted on January 11, 2026 by henry tapper

This article is from Peter Cameron-Brown, a trustee of an active defined benefit pension scheme. It’s audience is primarily experts though it is sufficiently well written to be understood by someone like me. I recommend it to you.   Options … Continue reading →

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What do we tell our members?

Posted on September 6, 2017 by henry tapper

    Yesterday’s keynote speech from David Farrar at the Professional Pension DC Conference contained some important messages. I wasn’t the only person in the room picking up a new tone on disclosure. The quote is a close approximation to … Continue reading →

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Occupational means occupational – (what we can learn from scams)

Posted on July 6, 2016 by henry tapper

Scammers beware, we are aware! July is scams awareness month and the Citizens Advice Bureau is leading the charge. The Pensions Regulator is not far behind with its promotional campaign. The scorpion is never far away. It’s very much up … Continue reading →

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Pension schemes can learn from occupational health data.

Posted on August 11, 2014 by henry tapper

It’s long been known that the best way of valuing the pension liabilities of the employees of a company is to look at historical data of previous generations as a starting point. The class of 2004, 1994 or even 1954 can teach … Continue reading →

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Stealthy progress from the life insurers

Posted on August 11, 2010 by henry tapper

So we have come full circle. The workplace pension is once again an insured pension. We have moved from with-profits to open architecture TIPS but it is the insurer’s balance sheets that carry the majority of DB assets and will ultimately manage the private pensions of UK plc.
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