Tag Archives: trustee
Debate pension surpluses – tomorrow 10.30 am
Christos Christou is a PMI Professional Trustee and has produced a proposal to the Pension PlayPen . For more details about Christos scroll to the bottom of this blog. Paste the link below into your diary https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTIwYjc5ZGUtMDQ4ZC00ZDFkLWI4YjYtOWYyYWE1ZDFmYjMz%40thread. The Challenge • … Continue reading
Extracting DB surplus with Christos Christou
Christos Christou is a PMI Professional Trustee and has produced this proposal to the Pension PlayPen . For more details scroll to the bottom of this blog. The Challenge • Based on DWP’s impact assessment (Sept 2024), the Government’s surplus … Continue reading
“Other people’s money” – The PPF’s shocking surplus
Al Meeks has posted this blog on Linked in I am pleased this question is being asked because there are many in my circle who think there is too much insurance and insufficient initiative. For many companies, buy-out is not … Continue reading
Compact or Mandate – is Government violating our pension’s property rights?
Josephine Cumbo is running a thread on Linked in which is an interesting take on this country’s view on the Government’s intervention over how investment in pensions should have a bias towards UK stocks and in particular growth stocks likely … Continue reading
So what does a trustee have to do to go to jail?
Throughout my career, I have been brought up to consider the fiduciary duty binding and the rules governing pension trusteeship actionable if broken. Since the days of Robert Maxwell, the idea of embezzling other people’s money, through a raid … Continue reading
Receiving value for your money – the DWP gets it 95% right.
Insight one “money” is not – “costs and charges ” but “contributions” There came a moment , as I was reading the DWP’s Value for Money Consultation that you realised that something has changed. For me that moment wasn’t this … Continue reading
Posted in pensions
Tagged Consumer, Consumer duty, DWP, GPP, IGC, Laura Trott, trustee, value for members, Value for Money, VFM framework
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Can private markets improve DC outcomes? – We must trust our Trustees.
Private market investments are dark horses. We can see they make people rich but so far, those riches have not been shared with people saving for their own retirement. Lee Hollingsworth asks the reasonable question, “why is private equity so … Continue reading
Is there a golden investment pathway? I say there is!
If you were building a pathway you wouldn’t start in the middle, you’d want to know your start and end points and plan the whole route. Starting in the middle would mean taking some arbitrary judgments on future and … Continue reading
Posted in pensions
Tagged investment pathway, Lifestyle, lisestyle pathway, Pathway, pension, trustee
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“Who’d want to be a pension trustee?” – asks a pension trustee
Michael Clark is a good friend to this blog and he’s also a useful person to know if you need a good pension trustee or some common sense-ical corporate pension advice. He writes well too and this article (picked up … Continue reading
Posted in pensions
Tagged Clark benefit consultancy, fines, Michael Clark, pension trustee, TPR, trustee
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Judging your workplace pension (by saver outcomes)
Defaqto has produced an important piece of work for financial advisers wanting to help employers get to know their workplace pension. You can access it via this link (there is a little signing up to do to get there) As … Continue reading
Posted in advice gap, age wage, pensions, workplace pensions
Tagged defaqto, IGC, Performance, Risk, risk adjusted, Sharpe, sortino, trustee, workplace Pensions
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