Here are my thoughts on the DWP’s proposals to reform the funding of Defined Benefit pension schemes. Thank goodness they have revised the old idea of just driving schemes to minimise risk, rather than using their assets to diversify into higher growth and higher expected return investments too. Read my blog.
Ros is quoted by ThisIsMoney and Daily Mail explaining that the complexity of the State Pension system and inter-dependence with HMTreasury, has caused delays in registering top-up payments and the DWP is trying to clear the backlog. ( link to pdf )
My reaction on my blog to the Pension Regulator’s guidance, out today, encouraging pension funds to put more into unlisted investments – I think this misses great opportunities in listed small companies and also investment trusts which can offer great long-term returns too, with less risk.
Ros is quoted by FT Financial Adviser calling for urgent recognition of the charges disclosure barrier to investors in UK-Listed investment trusts and REITs. ( link to pdf )
Ros is quoted by Citywire commenting on the urgent need to reform the misleading charges disclosures for UK listed investment companies, following huge response calling for change in response to Government consultation on new regulatory structure for CCIs (Consumer Composite Investments).
Ros is quoted in the Daily Express about the flaws in keeping the state pension triple lock for too long, given its inequalities. ( link to pdf )
Ros is quoted in an article by ThisIsMoney exploring the future of the State Pension Triple lock after the next election.
Ros is quoted by the Mail on Sunday which writes about the ‘bonkers’ EU-derived charges disclosure rules, which no EU country uses, that have made UK investment companies uniquely uncompetitive. ( link to pdf )
Ros is quoted in an article by Ocorian which refers to her Private Members’ Bill explaining what is going to happen to the future or charges disclosure for listed investment companies. ( link to pdf )
Ros contributed to a ‘Money Makers’ podcast explaining the crisis with investment trusts and the misleading charges disclosure.