Ros wrote an article for Money Marketing explaining the need for the Chancellor’s Mansion House reforms to encompass UK listed companies as well as unlisted investments, to help boost Britain. ( link to pdf )
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.
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 Reuters welcoming the Government’s aim to help DC pension funds diversify into small and unlisted companies and suggests collective funds could help them access these opportunities at lower risk and cost.
Ros was quoted by Citywire calling for more money in ISAs and pensions to be channelled into domestic investments – and explaining the potential benefits of investment trusts.
Ros is quoted by Citywire, explaining how the weakness in the UK investment trust sector and the related forced disclosure of hidden charges that no other country imposes, have hurt UK pension funds.
Ros is quoted ThisIsMoney and MoneyMail as Jeff Prestridge highlights the strange decision of Regulators to force UK listed investment trusts to disclose fictitious double fees, which have led to investors having to sell and turmoil in funding for new projects in infrastructure/alternative energy etc..
Ros is quoted by Professional Pensions expressing concerns about the turmoil in investment markets and its impact on pension funds investment in UK infrastructure and alternative energy projects.
New FCA rules have helped drive investors out of UK firms and hurt UK pension funding for infrastructure, renewables and housing. Read my blog post.
Ros is quoted by Mail on Line calling for the Chancellor to take the opportunity for a revolution, rather than evolution of pension fund asset allocations. ( link to pdf )