Pensions in 10

In this landmark episode, your usual host and Broadstone's Head of Policy David Brooks is joined by Head of Pensions Advisory Nigel Jones to review the last two years of breaking down the latest pension news for our viewers every Tuesday morning in just 10 minutes. Nigel takes a step back to take a wider and more strategic view on the big challenges currently facing the pensions sector and trustees before Dave reveals his favourite moment from 100 episodes of Pensions in 10.

David Brooks takes the mic solo for this week’s episode covering the IHT consultation and fresh IFOA policy ideas on pensions.

David Brooks is joined by Sadhbh Lynch and this week they dive into the People's Pensions Transfers Outcomes index, Pension Dashboards and what will be shown in respect to State Benefits, and last but not least they give you an update on the PPF admin levy.

David Brooks is joined by Broadstone's Senior Investment Consultant Andrew Knight-Stephens to take a look at the movements in gilt yields which reached recent highs over the past week to grab more headlines. The pair also discuss some of the machinations around the Pension Schemes Bill since it was laid a few months ago with a significant number of amendments being brought forward by the Government.

David Brooks is flying solo to deliver your rapid-fire, 10-minute roundup of the pensions stories you really need to know:An Ombudsman case on transfers – what trustees must check when it comes to due diligenceIndustry reactions to the FCA’s targeted support proposals, now the consultation has closedThe regulator’s brand-new campaign around dashboardsA quick look ahead to the Budget (promise – no rumours!)

David Brooks is joined by our very own Head of Trustee Services Christopher Rice. This week, they dig into... The call for evidence for the State Pension age ReviewThe virtues of annuities as they make a comebackAnd… some fresh news on scams

David Brooks chats to Sadhbh Lynch, Associate Investment Consultant, as they dig into pension transfer times with around three quarters of cases completed in less than 20 days despite some of the concerns around short-term incentives. The team also cover off consolidation in the Defined Contribution space and explore the latest developments around the Inheritance Tax reforms.

David Brooks is joined by Andrew Knight-Stephens for a rapid-fire round-up of all the pension news you need to know. Here’s what’s on the table... Interest rate cut – what it could mean for pension schemes, investments, and the wider economy Across the pond – unpacking some Trumpian ideas on pension investments Back at home – the prospect of mandated UK pension investment

David Brooks is joined by Fiona White for a whistlestop tour of the biggest and best pension news to get you right up to speed. Here’s what’s on the agenda: Gen Z pensions challenge – why the youngest savers could face the toughest retirement journey yet Tax coding on lump sums – £1.5 billion in tax reclaims and how the process could work better for savers Annuities in focus – David’s take on Just Group’s new deal with Brookfield Wealth and its wider market impact

David Brooks takes the mic solo – running through five key pension stories that haven’t had the attention they deserve of late, all in under 10 minutes. Here’s what’s on the agenda...State Pension – why we need to take the heat out of the rhetoric and focus on the factsStoreFirst pension scam – criminal proceedings and implications for pension schemesThe Data (use & access) Act – what this new legislation means for pensionsThe Pensions Ombudsman – positive progress as case closures speed upInheritance tax and pensions – HMRC’s response to its consultation, tight timelines, and David's take on the pros, cons and everything else!

Your host and Head of Policy at Broadstone David Brooks and Investment Consultant Sadhbh Lynch give their instant reaction to the Pensions Adequacy review launched by the Government this week. They also tackle the impact of a higher-than-expected inflation reading for Defined Benefit and Defined Contribution pension scheme funding as well as the Regulator fining NOW:Pensions.

Broadstone's Head of Policy David Brooks and Fiona White catch up with some of the recent progress to the Pensions Dashboard project and provide an update on NEST. They also take a look at an interesting Ombudsman case with some intriguing complexities around death benefits and trustee responsibilities.

This week, your host and Broadstone's Head of Policy David Brooks is joined by Chris Rice, Head of Trustee Services at Broadstone to chew over: -The FCA's targeted support consultation and closing the advice gap. - An update on the buy-out market with a change of ownership at PIC and trends from H1 2025. - What's coming down the line from the Government's adequacy review.

In this week's Pensions in 10, your host and Broadstone's Head of Policy David Brooks chats to Andrew Knight-Stephens about:The latest VAT announcement from HMRCA raft of consultations and feedback on sustainabilityThe dishonesty unit being rolled up at The Pensions Ombudsman

David Brooks is joined by Sadhbh Lynch to give an update on the Pension Schemes Bill timeline plus the pensions implications of the government's spending review. As usual a quick overview of the big pensions stories of the day.

David Brooks s joined by new co-host Fiona White for a fast and focused look at the latest pensions headlines:DB surpluses & mega funds – Fiona and Dave unpack the headlines and highlight what schemes should be keeping on their radar.Boots vs The Pensions Ombudsman – Complaints are on the rise after the buy-in. What’s going on, and could this set a precedent for future transactions?

David Brooks is joined by Andrew Knight-Stephens for your 10-minute pensions catch-up.They cover:The latest on DB surpluses and the Pension Schemes BillWhat rising inflation figures could mean for schemes

David Brooks is joined by Broadstone's Head of Trustee Services, Christopher Rice to whizz through the biggest and best pension stories of the week - all in 10 minutes. The Mansion House Accord – Why the document is full of “ifs,” and the need to give members more confidence. Pensions Dashboard Progress – Chris walks us through the latest update report. Are we finally seeing some light at the end of the tunnel? FCA 2024 Financial Lives Survey – 17% of adults don’t have private pension provision. Should we be sounding the alarm or taking a more pragmatic view on the survey results? David and Chris discuss.

This week, David Brooks is joined by Sadhbh Lynch to dive into the latest pensions hot topics:BOE Interest Rate Cut – What does it mean for DB pension schemes?TPR’s New Guidance – Practical tips on how trustees can weather market volatility. InvestmentFraud Summit Recap – David shares insights from the Investment Fraud Committee, tackling the aftermath of scams and how HMRC can step up to support victims.

This week, David Brooks is joined by Andrew Knight-Stephens for a lightning-fast roundup of the latest in pensions:TPR’s Annual Funding Statement – key messages for schemes and trustees as funding levels continue to evolveMansion House 2.0? – is another big pensions policy speech on the way? David and Andy weigh up the rumours...Value for Money – TPR’s latest podcast gets a mention. What’s the Regulator saying, and why should trustees be listening?