Tag Archives: WTW

WTW take on the nastiest hardest problem in finance – treading the pension pathway.

Some years back, Con Keating failed to convince a similar audience at a similar event about the merits of a CDC scheme as an alternative way to provide a pension. Only 8% of the audience said they’d want to be … Continue reading

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John Ralfe turns up to the wrong debate.

The Corporate Adviser master trust conference was a success. I will return to sessions earlier in the day but this blog is about a debate between John Ralfe, an opponent of CDC and Simon Eagle who champions CDC both inside … Continue reading

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Via Nova challenges Origo’s PE backed monopoly.

Origo – a monopoly in the making I have for five years been writing about the pernicious impact of a potential monopoly created by Origo in the transaction of pension transfers. I still worry. Origo was set up  in 1989 … Continue reading

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Why pension tax-relief isn’t about income tax anymore.

I thought I had a reasonably good understanding of “cost of pension tax relief” stats (despite HMT’s reluctance to fill in the gaps by answering FoI requests). But I was shocked by new (to me) information on how these are … Continue reading

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What is consolidation doing to DC contribution rates? WTW’s surprising results!

FTSE 350 Defined Contribution Pension Survey 2020 https://t.co/iD5kcNLMfR via @WTW_uk — Henry Tapper (@henryhtapper) July 13, 2021 The collapse in confidence among small pension schemes gathers pace as Corporate Adviser reports. Two-thirds of employers who currently run their own trust-based … Continue reading

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CDC – a new type of pension provision coming to the UK

On Wednesday (October 8th),  CDC will be debated in the house of commons and with a fair wind, legislation enabling employers and multi-employer master trusts to provide DB like benefits for defined contributions will be enacted  by the end of … Continue reading

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Putting “transfer” in employer’s heads

Since 2012, the industry has self regulated pension transfer exercises where employers offer staff a financial incentive, to quit good quality schemes. Industry leaders are now calling for the Govt to intervene after saying self-regulation is failing https://t.co/sSwvLQG94A — Josephine … Continue reading

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No meat in the pie! Investment pathways

Yesterday’s pension play pen lunch brought together a small but enthusiastic group of us to discuss whether the FCA’s planned in retirement investment pathways, would bridge the advice gap identified by FAMR and the Retirement Outcomes Review. If that sounds … Continue reading

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CDC and the actuarial profession

  I am not an actuary, I work with actuaries and I work for an actuarial firm. I stand up for actuaries and I praise them where praise is due. Yesterday saw an attack on the actuarial profession on twitter … Continue reading

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CMA investment probe shock; the big three breathe again!

It shows the distance between the consumer and the investment consultant that all but a handful of readers will know what this headline refers to. To the general public, the Competition and Markets Authority’s probe into the opaque world of … Continue reading

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