Tag Archives: pots

Combining pots should not be this hard

Posted on February 6, 2024 by henry tapper

  I fear the blog I published over the weekend on logging your LOA  may prove my  “least read” article ever. If you are  one of the 62 who have read it – thanks, if you weren’t – here’s my … Continue reading →

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Different language, same problem (Pesos, Pots and Pensions)

Posted on December 28, 2023 by henry tapper

It seems that the Chilean pension system, held up in the early days of my career as the model for emerging markets and by some for Britain, is not delivering the expected outcomes , meaning that Chileans who started saving … Continue reading →

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TPR on the challenge of turning pots to pensions

Posted on November 15, 2023 by henry tapper

Helping savers to access their DC pensions savings: the principles that will guide us, the challenges we must address 15 November 2023 / louisedavey Nobel Prize-winning economist William Sharpe once described accessing pension savings as the “nastiest, hardest problem in finance”. Indeed, … Continue reading →

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Stefan Lundergh’s turning pots to pensions- Pension PlayPen 10.30 today

Posted on August 8, 2023 by henry tapper

  Coffee Morning – Cardano’s Stefan Lundbergh explains how the world’s  turning pots into pensions     Tuesday August 8th, 2023 ; 10:30 am -11,30am  Online (+1HR CPD) Stefan has spent the last year bringing together thought leaders from around the … Continue reading →

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Stefan Lunbergh’s world tour – turning pots to pensions!

Posted on August 3, 2023 by henry tapper

  Coffee Morning – Cardano’s Stefan Lundbergh explains how the world’s  turning pots into pensions     Tuesday August 8th, 2023 ; 10:30 am -11,30am  Online (+1HR CPD) Stefan has spent the last year bringing together thought leaders from around the … Continue reading →

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Britain moves towards a Retirement Income Covenant.

Posted on June 11, 2023 by henry tapper

We learned last week of an important shift in Government thinking on how we turn pots into pensions. If intentions turn to action ,we could be seeing an equivalent to Australia’s Retirement Income Covenant, in the UK within the decade. … Continue reading →

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Solving the nastiest hardest problem in finance with Arun Muralidhar

Posted on March 14, 2023 by henry tapper

  Arun Muralidhar is a campaigner for turning pots to pensions and he is speaking on the adoption of his solution – the Retirement Security Bond (RSB) – in countries around the world. He has asked me to publish this … Continue reading →

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The wonderful visit to OZ – Jo Cumbo reports from a land down under.

Posted on February 28, 2023 by henry tapper

Jo Cumbo is an Australian living in England who makes no bones about where her heart is! Been living abroad for two decades but the first glimpse of home soil after a very long flight gets me every time. 🇦🇺🇬🇧 … Continue reading →

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We’ve mislaid £26bn of pension savings – this is not an imaginary problem!

Posted on October 28, 2022 by henry tapper

This blog focusses on a very real problem of perhaps 5% of everyone saving for their retirement. They can’t find their money. I argue that we are obsessed with the imaginary consequences of people taking control of their pension pots … Continue reading →

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Opperman links launch of 2017 AE reforms to wash-up of small pots

Posted on April 29, 2022 by henry tapper

Guy Opperman clearly enjoys twitter, he has mastered the production of a twitter thread (a series of micro-blogs that can develop an argument without fear of interruption). Here is the latest, which while being overly triumphal, contains some strong messages … Continue reading →

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