Research Library

DateTitleDescriptionArticle /
WebPage
15 Jan 2014My Trustee PhilosophyI’m often asked to summarise my top-level thinking on how I approach trusteeship. This paper sets out my response.PDF download icon
WebPage
10 Apr 2013Babies and Bathwater – Preliminary QIS ResultsEIOPA has just released preliminary results of its QIS which provides plenty of information to get our teeth into in assessing possible outcomes.PDF download icon
WebPage
13 Mar 2013A significant new threat: Pensions Liberation SchemesThe emerging threat of pensions liberation schemes which, at best, encourage beneficiaries to take what turn out to be unauthorised payments.PDF download icon
WebPage
6 Dec 2012Making Pension Charges A Little ClearerWe review the new Code on Pension Charges and suggest how it might usefully be extended by employers seeking pension providers.PDF download icon
WebPage
19 Sep 2012ONS Consultation on RPI CalculationThe Office for National Statistics has announced that the National Statistician will shortly be consulting (from 8 October to 30 November 2012) on updating the calculation methodology for the Retail Price Inflation index.PDF download icon
WebPage
12 Jul 2012Incentive Exercises for PensionsA Code of Practice (produced by a broad industry Working Group) has been released on Pensions Incentive Exercises with the support of the Government.PDF download icon
WebPage
21 Jun 2012Solvency 2 - Draft SpecificationsThe outcome of this process is likely to drive the shape of the UK pensions industry for at least the next ten years and is therefore of vital importance.PDF download icon
WebPage
15 Jun 2012ASB Proposal for disclosures on financial instrumentsThe Accounting Standards Board has been working to replace the battery of existing Financial Reporting Standards (FRSs) and Statements of Standard Accounting Practice with a single comprehensive FRS that will provide consistency and cohesion.PDF download icon
WebPage
21 May 2012Auto-enrolment: Four things to look out forAs the initial automatic enrolment deadlines approach, we thought it worth touching on a few interesting (tricky?) points that pension schemes, employers and trustees should bear in mind.PDF download icon
WebPage
11 May 2012The Pensions Regulator Annual Funding StatementGiven current market conditions the Pensions Regulator was widely reported as preparing guidance for trustees of defined benefit schemes, in particular those moving through the actuarial valuation process at the current time.PDF download icon
WebPage
27 Jan 2012DWP Consultation - GMP EqualisationThe Department of Work and Pensions has launched a consultation on new draft regulations for Guaranteed Minimum Pension (GMP) equalisation along with a proposed possible method for accomplishing equality of treatment.PDF download icon
WebPage
26 Jan 2012Central Clearing of DerivativesThere has been some relief in the pensions area, and in investment management in general, that we have been granted a three-year exemption from the European Markets Infrastructure Regulation requirement that over the counter derivatives should be centrally cleared through exchanges.PDF download icon
WebPage
17 Jan 2012Beware of the FATCA!The legislation covering the US Foreign Accounts Tax Compliance Act (FATCA) was drafted in 2010 with the intention of facilitating the identification of US taxpayers having accounts with foreign financial institutions and non-financial foreign entities.PDF download icon
WebPage
31 Oct 2011Inflation and Defined Benefit pension schemesOur view of the impact of inflation on Defined Benefit pension schemes. We review liability implications, investment assets and other products available and the possible impact on the employer covenant.PDF download icon
WebPage
14 Oct 2011PPF Consultation on new levy frameworkOur view of the possibilities presented by the new framework for the calculation of the PPF levy and, in particular, the investment risk stress testing process.PDF download icon
WebPage
12 Aug 2011S&P downgrade of US to AA+Our view of the implications of the rating downgrade of US government debt issued by Standard and Poor’s.PDF download icon
WebPage

I offer pension scheme, asset management and corporate clients services in the following areas:

  • Professional / Independent Trustee, Non-Executive and Fund Directorships
  • Management of in-house investment and other teams
  • Asset-liability management, funding, solvency and the employer covenant
  • Building of reporting and governance platforms – DC and DB
  • Managing the Investment Manager – due diligence, manager selection and monitoring
  • Assistance in execution/implementation of decisions
  • Working with fiduciary managers / delegated consulting
  • Getting the most out of your current advisers
  • Trustee and team training

Please call me on 07799 370585 or email Martin Veasey for further information on this page or my services.

Author: Martin Veasey
© www.veaseyassociates.co.uk 2011 – 2018

Comments are closed.