The podcast from Darren Philp and Nico Aspinall talking all things pensions and investments.
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Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.
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In this series of fortnightly podcasts the Burges Salmon Pensions team will be joined by experts from across Burges Salmon and select special guests to discuss topical issues, the latest pensions news and insights and practical tips to help trustees and employers navigate the ever changing pensions landscape.
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Trustees and Defined Contribution pensions scheme managers have a duty to help deliver the best outcomes for members. So this year we focused our Defined Contribution survey on their concerns, their obstacles, and how they can best approach the future. Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to d ...
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Pension Protectors is a podcast for first responders designed to help tackle and make sense of various financial topics. This includes the complexities of their pensions as well as other financial matters. The hosts Matt and Clint have been working with first responders for a combined 30 years, and want to share their laughs and stories from along the way. All the while deliver timely, valuable information that is actionable. www.triplecrownwm.com Clinton Kersting and Matthew McManus offer s ...
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Pension Sprachschule - Language Resources
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Dé pensioenpodcast van Heldlaw over de WTP, pensioenrechtspraak en meer
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En podcast av Lisa och Helena.
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A monthly UK pensions law podcast placing a spotlight on key developments that could affect your scheme. CPD may be available. The podcasts are an overview of the law. How the law will apply in any particular case will depend on the individual circumstances. Listeners should seek legal advice if any of the matters discussed are relevant to a specific issue or concern.
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Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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Iedereen weet dat het een belangrijk onderwerp is, maar weinig mensen hebben zin om zich er eens lekker in te verdiepen: pensioen. Als je in loondienst bent, is er vaak wel iets geregeld, maar wat precies en is dat wel genoeg? En hoe zit het eigenlijk als je een bedrijf hebt, zzp’er bent of alleen in deeltijd werkt? In De Nieuwe Pensionado’s praten we met experts over de ins en outs van (aanvullend) pensioen en zorgen we dat het niet langer een onderwerp is om voor terug te deinzen.
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Hosted by CMS Pensions experts, this series looks ahead to the key issues developing in the pensions sector, with a specific focus on what you need to know, and practically, what you need to do.
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Introducing India’s first ever, The Pension Podcast, an initiative by PensionBox - Take control over your retirement future now!The Pension Podcast embarks the emergence of the Pension Movement and assures the retiree’s to find their financial security and peace of mind at their own comfort!With apt information and insights on how the Pension Movement impacts the future, let The Pension Podcast advance your retirement planning now!
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Podcasten der giver dig 10 bud på, hvordan du kommer godt igang med pensionen. Hvad skal du forberede dig på? Hvordan skaber du dig en overgang? Hvad er pension anno 2020 og hvad kan der ske herfra? Podcasten er baseret på forskningsprojektet Pensionsfortællinger. Podcasten er støttet af Velliv Foreningen.
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The Stephenson Harwood pensions podcasts provides an overview of key employment law developments and how they impact on your business, as well as practical tips on common issues in the HR sector.
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Pensionnats indiens est une série de baladodiffusion en trois parties créée par Historica Canada et animée par Eve Ringuette. Elle a pour but de commémorer l’histoire et l’héritage des pensionnats indiens, et d’honorer les histoires des survivants métis, inuits et des Premières Nations, ainsi que leurs communautés. La série de baladodiffusion Pensionnats indiens fait partie d’une campagne plus large de sensibilisation créée par Historica Canada et financée par le gouvernement du Canada. En p ...
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A monthly UK pensions law podcast placing a spotlight on key developments that could affect your scheme. CPD may be available. The podcasts are an overview of the law. How the law will apply in any particular case will depend on the individual circumstances. Listeners should seek legal advice if any of the matters discussed are relevant to a specific issue or concern.
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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This series of podcasts explores themes and highlights from the exhibition Black Greenwich Pensioners (1 Oct 2020 - 21 Feb 2021) at the Old Royal Naval College, Greenwich. In each episode, Claire Kirk (Head of Learning, Interpretation and Collections at the Old Royal Naval College), speaks to maritime historian and Black history expert, S.I. Martin, who curated the exhibition. Conversations delve into the research behind the display and what this research tells us about the lives of Black ma ...
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The Month in Pensions discusses the latest developments in the UK pensions world with insight from the Pensions team at international law firm Gowling WLG. NOT LEGAL ADVICE. Information made available on this website in any form is for information purposes only. It is not, and should not be taken as, legal advice. You should not rely on, or take or fail to take any action based upon this information. Never disregard professional legal advice or delay in seeking legal advice because of someth ...
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Pension Protectors Ep19 DROP accounts
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You finally exited DROP, but now what do you do with the money? A lot of times this is the majority of your nest egg. You know you can’t screw this up. Clint and Matt will help guide you so you can remove the anxiety around having this large pot of money.بقلم Matt & Clint
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V-FM Pensions #90: Žiga Vižintin from Slovenia's Pension Fund A
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In this episode of V-FM Pensions hosts Darren and Nico chat to Žiga Vižintin, Director of Retirement Solutions at 'Pokojninska družba A pension fund' ('Pension Fund A') and author of the Irrational Retirement Blog. We chat the US election, a news story about Nordic regulators sending a joint letter to European regulators urging simpler pension regu…
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Debra Whitman - How to Make it Easier to ‘Age Well’ in America
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How long will we live in retirement? Will we be healthy? How long will we work? Will we have enough money? These are common, and heavy, questions we’d all like answered. Self-described “Pension Geek” Debra Whitman, EVP and Chief Public Policy Officer with the 30 million-member strong AARP, joins ARA CEO Brian Graff for a discussion of her new book,…
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S5 Ep4: A round-up of the latest pensions news
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In this episode our trainees round up latest news stories; looking at the Mansion House and Budget announcements, the consultation on draft regulations for collective defined contribution schemes and The Pension Regulator’s review of the second year of climate-related financial disclosures.بقلم The Burges Salmon Pensions Pod
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V-FM Pensions #91: Richard Sweetman
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In this episode of V-FM pensions, hosts Nico and Darren chat to Broadstone's Richard Sweetman. Due to illness, publication of this episode has been delayed, but not to worry as you can see how Richard's Mansion House predictions match up to what Rachel Reeve's announced during her maiden Mansion House speech. We also discuss a Private Eye Article o…
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Pension Protectors Ep18 Health Reimbursement Accounts
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Join Matt and Clint as they dive into the often complex world of health insurance and the accounts associated with them.بقلم Matt & Clint
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S5 Ep3: How to approach fiduciary manager assessment for DB Schemes?
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In this episode Chris Brown and Helen Norman discuss the assessment of fiduciary managers for DB Schemes with Peter Dorward, Managing Director of IC Select, part of IGG. In particular, they focus on what the relevant regulatory requirements are, what trustees should hope to achieve from assessing their fiduciary managers; and whether there is merit…
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V-FM Pensions #89: Tan Suee Chieh
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In this episode of V-FM Pensions, hosts Darren and Nico chat to Tan Suee Chieh, former CEO of Prudential Singapore, former CEO of Singapore's NTUC (National Trade Union Congress), and past President of the Institute and Faculty of Actuaries. As well as chatting to Suee Chieh about how he got into pensions and value for money, we spend some time foc…
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V-FM Pensions #88: V-FM meets Pensions in Ten
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In this episode of V-FM Pensions, hosts Darren Philp and Nico Aspinall join Broadstone's Simon Kew and David Brooks for a V-FM/Pensions in Ten mashup to discuss Rachel Reeve's first Budget as Chancellor of the Exchequer.بقلم vfmpensions
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Pension Protectors Ep17- Inheritances
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Clint and Matt talk about what to do and the nuanced rules when faced with an inheritance.بقلم Matt & Clint
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Retirement Update - 2024 Autumn Budget
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2024 Autumn BudgetIn their Fiscal Risks and Sustainability Report the Office of Budget Responsibility (OBR) baseline projection had debt to GDP rising to over 270% of GDP within the next 50 years: a level higher than the World War II peak and Japan’s elevated levels. Has Rachel Reeves done enough in the budget to address this? Are there unintended …
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S5 Ep2: DC investments and private markets – what you need to know
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In this episode Chris Brown and Helen Norman discuss defined contribution investment with David Whitehair, Director of Institutional Business, UK DC at Janus Henderson Investors. They ask how the DC investment journey differs from DB and why is there so much interest in investment in private markets? With investment for UK growth high on the Govern…
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Episode 62 – Aon Retirement Podcast – November 2024
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November 2024 – Pensions Dashboards: The Member PerspectiveIn this podcast Aon’s John Harney and Jennifer Michel are joined by colleague Paul McGlone a Partner within our retirement practice to discuss pensions dashboards and their impact on members.You will also hear the key pension news from the last month summarised by John Harney and Jennifer M…
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V-FM Pensions #87: Tomorrow's Company's Jonathan Maguire
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In this episode of V-FM Pensions, hosts Darren and Nico spend time chatting with Tomorrow’s Company Jonathan Maguire. Tomorrow’s Company is an organisation focused on inspiring businesses to be a force for good in society and Jon’s focus is on the state of the education system, particularly the lack of funding for special educational needs and the …
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V-FM Pensions #86: Jerry Moriarty, CEO of the Irish Association of Pension Funds
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In this episode of V-FM Pensions, hosts Darren and Nico chat to the CEO of the Irish Association of Pension Funds, Jerry Moriarty. As well as finding out what value for money means to Jerry, we learn about the Irish pension system and the proposed introduction of auto enrolment. We talk about lessons from the UK experience of introducing auto enrol…
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S5 Ep1: How should trustees and employers approach defined benefit risk transfer versus run-on?
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In our first episode of season 5 of the Burges Salmon Pensions Pod, Helen Norman and Chris Brown are joined by Sarah Brown, UK Chief Actuary at Gallagher Benefit Services, to discuss the benefits of defined benefit risk transfer versus run-on.بقلم The Burges Salmon Pensions Pod
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Pension Protectors with Special Guest Dr. Erica Birkley
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Matt has a candid discussion about relationships with Dr. Erica Birkley from Birkley Consulting. Dr. Birkley specializes in working with first responders in helping them improve their relationships at home and ultimately their performance at work. Listen in as Matt and Erica dive deep into what makes relationships work and not work when having to d…
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VFM Pensions #85: David Porter
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In this episode of V-FM the pensions podcast, Darren and Nico chat to the legend that is David Porter. David is now an independent investment consultant who helps schemes and providers implement new approaches. As well as talking about what value for money means to David, we also chat Royal Mail CDC, CDC more generally and Willis Towers Watson argu…
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V-FM Pensions #84: Tackling costs and scaling up...Brightwell's Morten Nilsson talks value for money
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In this episode of V-FM Pensions, hosts Darren and Nico chat with Morten Nilsson, CEO of Brightwell, about what value for money means to him. As we move to cover more than just defined contribution pensions we spend time talking about the challenges and rising costs of running defined benefit schemes, the impact and cost of advisers, and conflicts …
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Pension Protectors Ep16 When to Combine Finances
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Clint and Matt dive into the sometimes messy topic of how and when to combine finances with your significant other.بقلم Matt & Clint
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Episode 61 – Aon Retirement Podcast – October 2024
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October 2024 – Learnings from our 2024 DC SurveyIn this podcast Aon’s John Harney and Jennifer Michele are joined by colleagues Clare Freeman and Joe Betts from Aon’s DC Pensions Team to discuss insights from our 2024 DC survey.You will also hear the key pension news from the last month summarised by Jennifer Michele and John Harney.Further informa…
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V-FM Pensions #83: Bravura's Jon Hawkins talks Pensions Dashboards
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In this episode of V-FM, the Pensions Podcast, hosts Darren and Nico are joined by Jonathan Hawkins, Propositions Lead at Bravura, to dive deep into what Value for Money (VFM) means in the pensions world. As we navigate Pensions Dashboard Week, Jonathan shares insights on the challenges and opportunities that the industry faces as it prepares for o…
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Preparing for a buy-in: selling illiquid investments
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In the latest of our quarterly webinars, we discuss selling illiquid investments in preparation for a buy-in, including: David Barnett (partner and senior investment consultant at Barnett Waddingham) discussing the key considerations leading to the decision to sell an illiquid investment. Points to consider when appointing a broker to negotiate the…
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Preparing for a buy-in: selling illiquid investments
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In the latest of our quarterly webinars, we discuss selling illiquid investments in preparation for a buy-in, including: David Barnett (partner and senior investment consultant at Barnett Waddingham) discussing the key considerations leading to the decision to sell an illiquid investment. Points to consider when appointing a broker to negotiate the…
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Investment Podcast - Investment Opportunities for Insurer and Not-For-Profit Portfolios
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Insurers and non-profits, such as charities and endowments, are navigating a very different and uncertain economic and market environment than in previous years – and, a more active, diversified approach to managing portfolios is needed to generate growth.Here, Gareth Jones talks to Geoff Bauer and Jennifer O’Neill about the current investment them…
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Investment Podcast - Opportunities for Growth, with Maria Johannessen and Paul Whelan
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Institutional investors are working hard to navigate uncertainty in the economy, investment markets and, of course, government policy. In times like this, more sophisticated and confident approaches to risk management and embracing innovation are needed.In the first of Aon’s Investment Insights Podcast, and direct from the annual PLSA Investment Co…
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Investment Podcast - DC Investment with Joanna Sharples, Chief Investment Officer
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DC Investment with Joanna SharplesGareth Jones is joined by Joanna Sharples, Chief Investment Officer for DC Solutions, to discuss recent and expected developments in DC investment, following the King’s Speech. Joanna also reflects on her role as Chief Investment Officer, the role for responsible investments in DC portfolios and supporting members …
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V-FM Pensions #82: Man of the People's.... Patrick Heath-Lay
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In this episode of V-FM Pensions hosts Darren and Nico chat to their former boss and Chief Executive of the People's Partnership Patrick Heath-Lay. Patrick has been at People's (formerly B&CE) for his whole career and has a remarkable story of joining the organisation to deliver the mail and then working his way up to become CEO of one of the large…
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Pension Protectors Ep15 Will I Even Get Social Security?
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Clint and Matt talk about how the Windfall Elimination Provision and Government Pension Offset may or may not affect your retirement benefits.بقلم Matt & Clint
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After over four incredible years and 175 episodes, we’ve reached the final chapter of The UK Personal Finance Show with Phil Anderson. In this special episode, Phil and John take a look back at some of the most memorable moments, insightful conversations, and valuable lessons shared along the way. We reflect on the impact the show has had, share so…
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V-FM Pensions #81: The FCA's value for money consultation
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In this episode of V-FM pensions, hosts Darren and Nico chat about the Financial Conduct Authority's value for money consultation CP24-16. What do we like, what don't we like, what do we think will work, and where is there room for improvement? Listen to find out all this and more.بقلم vfmpensions
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Recent pensions law developments - August 2024
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In this edition of the pensions podcast, we take a look at the latest legal developments.بقلم Julia Cooper and Naeem Noor
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V-FM Pensions #80: LCPs Steve Budge
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In this episode of V-FM Pensions, hosts Darren and Nico chat to DC consultant extraordinaire LCP's Steve Budge. Steve has an amazing career in pensions consultancy and we tap into his significant insights and knowledge of DC pensions as we navigate some of the big issues at the front of the industry's minds. The podcast was recorded on the launch d…
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Pension Protectors Ep14 Simple Ways to Improve Life in Retirement
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You have finally made it to retirement! But now what? You have all this time and maybe no direction. Join Clint and Matt as they talk about different ways to fill your day and create purpose in your golden years.بقلم Matt & Clint
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V-FM Pensions #79: A golden chat with Claire Lincoln
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In this episode of V-FM pensions hosts Darren and Nico chat to the World Gold Council's Claire Lincoln. As well as having lots of experience in pensions and investments, Claire is an expert on wine... so, of course, alongside the usual V-FM chat we find out what vino for money means to her! A very wide ranging discussion this week where we cover th…
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Episode 60 – Aon Retirement Podcast – September 2024
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September 2024 – Making better decisionsIn this podcast Aon’s John Harney is joined by colleagues Angela Maxwell and Hatty Goodwin from Aon’s Investment Team to discuss how pensions professionals can work together to make better decisions.You will also hear the key pension news from the last month summarised by John Harney.Further information:Watch…
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In this episode, we dive into the essential steps and strategies for selling your business. From preparing your company and determining its value to understanding tax implications and structuring the sale, we cover it all. Discover how to minimise your tax burden, set clear financial goals, and invest the proceeds wisely. Whether you’re contemplati…
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V-FM Pensions #78: TOR's David Harris
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In this episode of V-FM Pensions, hosts Nico and Darren, talk to TOR's David Harris about planes, pensions, policy, and, of course, value for money. David has some amazing international pensions experience and his consultancy (celebrating its 20th year) is well know for creating international connections. He is also known for clocking up the air mi…
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Pension Protectors Ep13 Common Retirement Pitfalls and Wins
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Clint and Matt talk about where they see retirees getting things right and getting them wrong.بقلم Matt & Clint
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V-FM Pensions #77: The PPI's Sarah Luheshi
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In this episode of V-FM Pensions, hosts Nico and Darren chat to the PPI's current deputy director Sarah Luheshi. Sarah is retiring at the end of August after an amazing career in the financial services industry, culminating with a fantastic 9 years at the Pensions Policy Institute. In a jam-packed podcast, as well as chatting about the weekly stapl…
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Michael Kreps - Entire Tax Code ‘Up for Grabs'
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The 50th anniversary of the Employee Retirement Income Security Act (ERISA) is rapidly approaching, a law that “affects real people every day,” according to Michael Kreps, a principal with Groom Law and chair of its Retirement Services Group. Kreps, a former Senate HELP Committee retirement policy staffer, joins American Retirement Association (ARA…
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Investment Podcast - Interview with Chief Economist Tapan Datta
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The turbulence over the weekend is a reminder of how difficult it is to call the market and the importance of having portfolios which are resilient to shocks…themes which were explored when Gareth Jones interviewed former Chief Economist Tapan Datta a few weeks ago. On episode 3 of the Investment Insights podcast, Gareth explored Tapan’s career, in…
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V-FM Pensions #76: Policy, politics and pensions with Gregg McClymont
1:10:05
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In this episode of V-FM Pensions, hosts Darren and Nico chat to IFM's Executive Director of Public Affairs and former Shadow Pensions Minister Gregg McClymont. Gregg returns to the podcast after being one of our first guests (episode #5) so we take the opportunity to find out what Gregg's been up to and look to get underneath the skin of what's dri…
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Pension Protectors Ep12 Income Planning: How much to take and when
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22:41
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You have done a great job saving, but now what? How do you go about the decumulation process? How much should you take and when should you take it? These are all questions Clint and Matt try to answer on this week's episode.بقلم Matt & Clint
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Recent pensions law developments - July 2024
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9:59
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In this edition of the pensions podcast, we take a look at the latest legal developments.بقلم Alexandra Bellis and Josh Spicer
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With recent volatility in the market, it is easy to panic. However, what may look one way, could mean opportunity! On today's show, Brad addresses our concerns as it pertains to current market shifts, reminding us all that this is not uncharted territory and to just stay the course. Listen Now! Show Highlights Include: This Has Happened 17 Times. (…
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Episode 59 – Aon Retirement Podcast – August 2024
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August 2024 – Buy-ins for smaller schemesIn this podcast Aon’s John Harney is joined by colleagues Dyfan Jones, Joe Hathaway, (both Associate Partners), and Naureen Pasha, a Consultant, all members of Aon’s Risk-Settlement Team to discuss which end-game options are available for smaller schemes.You will also hear the key pension news from the last …
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V-FM Pensions #75: Boney M's Richard Parkin
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In this episode of V-FM Pensions, hosts Darren and Nico chat to BNY's Head of Retirement, Richard Parkin. Richard is an industry stalwart with over 30 years experience in the industry and describes himself as a "card-carrying pensions and retirement geek." Perhaps he should also add to that that he is the 'Daddy Cool' of pensions... In another wide…
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V-FM Pensions #74: Jasper reprised - a whistle stop tour of world pensions
1:26:34
1:26:34
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In this episode of V-FM Pensions, Darren and Nico are again joined by the self-styled Jasper boys, John Mitchem and Jorik van Zanden for a whistle stop tour and discussion of world pensions. This episode is very much a Jasper takeover with the co-hosts (Ed: would you believe??) struggling to get a word in edgeways while John and Jorik talk about th…
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Pension Protectors Ep11 Deferred Comp: Everything to Consider
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Clint and Matt discuss the basics and not so basics of deferred comp. They even covered little known rules that you can potentially use to your advantage.بقلم Matt & Clint
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