Pensions in 10

There have been several significant developments across pensions policy recently, with new consultations and Budget changes bringing important implications for trustees, providers and members. In this week's episode, David Brooks, Head of Policy at Broadstone, explores some of the latest developments such as Guided Retirement, CDC, Fiduciary Duty and Budget Changes.

Inspired by Talk Money Week and this year's theme, 'It all counts', this special episode looks at the small, manageable actions people can take to improve their financial wellbeing. David Brooks, Head of Policy, Adam Bexson, Senior Consultant, and Kelly Parsons, Head of DC Proposition, at Broadstone share their practical tips on: Planning for the different financial transitions that can happen thr...

With National Pension Tracing Day on 25 October, this week's episode focuses on how to find lost pension pots and make sure they're working towards the retirement you want. Broadstone's David Brooks, Kelly Parsons and Adam Bexson share practical guidance on: How to trace pensions from previous employers How to spot pension scams and protect your savings What to consider when deciding whether t...

David Brooks looks back at the biggest takeaways from the Pensions UK Annual Conference, including the key messages from headline speeches by MPs Torsten Bell and Helen Whately. Also, with just over a week to go until the Autumn Budget... what could be in store for pensions?

David Brooks, Head of Policy at Broadstone, is joined by colleague Kelly Parsons, Head of DC Proposition, to discuss the The Pensions Regulator's latest speeches and what they mean for the future of defined contribution pensions. This week, they discuss: The drive to improve value for money in DC pensions, shifting the focus from low charges to investment performance, contribution levels and bette...

David Brooks is joined by Andy Knight-Stephens and this week they discuss: The latest Triple Lock announcement and what it means for pensions The ups and downs of gilt yields and what to watch out for in DB and DC pensions ahead of the Budget

David Brooks, Head of Policy at Broadstone, explores the latest developments in retirement income and how people are using their pension savings. This week, he discusses: The latest retirement income market data, including the sharp rise in withdrawals from DC pensions and what this could mean for retirement income sustainability Whether rising withdrawals reflect changing retirement behaviour, in...

David Brooks, Head of Policy at Broadstone, is joined by colleague Christopher Rice, Head of Trustee Services at Broadstone. This week, they discuss: The Pensions Regulator's latest DB funding analysis, including why smaller schemes have seen some of the biggest funding improvements and what the final Tranche 19 report means under the new tunding code A roundup of key industry developments, from D...

It's Pension Awareness Day – and there's no better time to think about maximising your pension, closing the gender pension gap and planning beyond retirement in our Pension Awareness Week Pensions in 10 special. David Brooks, Head of Policy at Broadstone, is joined by colleagues Adam Bexson, Senior Consultant, and Kelly Parsons, Head of DC Proposition, to share practical tips on making the most of...

This week, David Brooks, our Head of Policy runs you through: Pension tax relief – the different arrangements and what HMRC is doing in this area Pension Attention – David shares his views on the campaign’s new angle and looks ahead to Pension Awareness Week GMP conversion – the latest developments from the DWP consultation

David Brooks and Adam Bexson explore new research from the Association of Member Nominated Trustees (AMNT) on how the member voice can be heard across Defined Contribution (and potentially Collective Defined Contribution) arrangements. The team also discuss research from Skipton Building Society finding that Gen Z workers are three times more likely than the wider population to want to retire befo...

David Brooks examines the Society of Pension Professionals' response to the government's ongoing consultation on how defined benefit schemes could share surplus with employers and members, helping to address the issue of trapped surplus. He also explores: Where the government's proposals could be improved The practicalities of extracting and distributing surplus Why high-quality scheme data will b...

David Brooks, Head of Policy at Broadstone, is joined by Kelly Parsons, Broadstone's Head of DC Proposition, to unpack three key developments shaping the pensions landscape. This week, they discuss: The Government's review of how finances are handled when relationships break down, including proposals to make pensions more prominent and potentially extend pension sharing orders to cohabiting couple...

David Brooks, Head of Policy at Broadstone, discusses: What Andy Burnham's appointment as Prime Minister and the decision to retain Torsten Bell as Pensions Minister could mean for the Government's pensions roadmap, and what the industry can expect over the coming months The latest Pensions Policy Institute (PPI) Automatic Enrolment report, exploring the potential impact of future pensions policy...

This week, David Brooks covers: The DWP's pensions reform roadmap and what the updated implementation timeline means for both DB and DC schemes The latest pensions scams update and what trustees, employers and members need to be aware of

David Brooks is joined by Adam Bexson, this week's episode covers: Opting out of auto-enrolment arrangements – what are the implications? Potential changes to the rights of unmarried couples Updates to the definition of ill health

David Brooks is joined by colleague Adam Bexson to discuss: Proposals to link pension tax relief to investing in the UK, exploring the practical challenges and the wider question of whether pensions should be used as a tool to influence the economy Why annuity sales are on the rise, including the potential role of inheritance tax changes and the growing appeal of guaranteed retirement income The D...

David Brooks is joined by Kelly Parsons, Head of DC Proposition at Broadstone. This week, they discuss: The latest political developments and what a potential change in leadership could mean for pensions policy, including questions around the future of the triple lock Why DC pension assets are projected to exceed £1 trillion and overtake DB assets by 2031, and the implications for scheme governanc...

David Brooks is joined by Christopher Rice to discuss: DB surpluses consultation New proposals to tackle pension scams GMP conversion and equalisation developments

David Brooks kicks off this episode with a look at the newly published Retirement Living Standards from Pensions UK. He also covers the PASA - Pensions Administration Standards Association CIC Pensions Administration Careers Survey and provides an update on progress to the Inheritance Tax reforms following recent guidance issued.

Adam Bexson joins David Brooks to discuss some of the biggest developments from across the pensions landscape in the last week: The Milburn report, rising numbers of young people not in education, employment or training (NEETs), and what this could mean for future pension outcomes The Pensions Regulator’s new guidance on the use of AI A Pensions Dashboards milestone, with more than 70 million reco...

This week, your host David Brooks cuts through the Pension Commission’s Interim Report to bring you the key takeaways — and what they could mean for the future direction of UK pension policy.

Our Head of Policy David Brooks runs you through the top five stories you need to know from across the pensions world this week: New DWP data ahead of the Pensions Commission - the highlights The latest UK longevity statistics and what they mean for pension schemes and savers The growing influence of TikTokkers and financial influencers A Pensions Dashboard update Tax, scammers and the latest conc...

David Brooks is joined by Adam Bexson to run through: The Lifespan Fund - could it replace the State Pension? Adam and Dave break down the policy proposal and other alternatives… What's been happening at TPR - their annual funding statement and DC scale report - what it means about TPR direction, state of market and what trustees should be looking for

This week, David Brooks covers: Pension Schemes Bill — what’s next Salary sacrifice Normal Minimum Pension Age — set to rise Own Risk Assessment & cyber risk — increasing scrutiny for schemes Torsten Bell and PASA