Tag Archives: planning

Statistics make financial sense of getting old- the start but not the end of planning

Posted on June 7, 2026 by henry tapper

My morning’s reading that ends where I begin, with the good news that British  readers are generally happy when they get to 65. Jonathan Guthrie concludes an article based on 10 statistics with this data from Government research. 10) 7.6 … Continue reading →

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CDC: “How do you make it fair?” not through liability driven investment!

Posted on October 29, 2025 by henry tapper

The point of multi-employer CDC is that you share things. You cannot run a scheme on a lifestyle basis, where you invest for how long your members are going to choose to be in the scheme, you must assume they … Continue reading →

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The value your money pot’s buying now – or tomorrow – as pension

Posted on August 5, 2025 by henry tapper

Can you compare the master trust pensions with what you can do yourself? Background AgeWage’s has fully developed its at retirement (“Immediate Pension – IP”) comparison engine. It tells you how the retirement income you are being offered by a … Continue reading →

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Transfer incentives – gimmicks or guidance?

Posted on November 15, 2021 by henry tapper

Swap ‘utility’, ‘broadband’, ‘bank’ or ‘gym’ for ‘pension’ and it would barely raise an eyebrow. Should pensions be different to the rest of the free market? — Will Aitken (@WillJAitken) November 12, 2021 Our pension savings have a status in … Continue reading →

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Brexit- good for people’s pensions. Pensions -worse for Brexit Britain.

Posted on August 24, 2016 by henry tapper

Contrary to the received idea, Brexit and its aftershock, the Bank of England’s QE statement , has been good for the pension in people’s pocket. Ok, we don’t have pensions in our pocket- but if we’re simply valuing our pension … Continue reading →

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I’m nearly 55 – here’s what I’m doing for myself!

Posted on July 30, 2016 by henry tapper

In this blog, I want to share with you my DIY approach to organising my finances as I approach 55. 55 has become an important year as it is the point when you move into what can best be called … Continue reading →

Posted in pensions, Retirement, reward, welfare | Tagged , , , , , , , , , | 5 Comments