Why moving to Master Trust makes sense

Last week saw the news that 1 in 3 trust-based defined contribution arrangements expect to transfer members to a Master Trust in the next 5 years. Only 1 in 3 was my initial thought, given the positive experience I’ve had taking a client through this process over the past few months.  Whilst change is often … Continued


How we went from Boardroom to Breakfast Bar…

An interview with Margaret de Valois and Simon Marshall In advance of our course on 11 Feb, aimed at professionals considering taking the leap to working for themselves, Simon and I caught up to share our experience moving from Boardroom to Breakfast Bar… Why did you set up your own business? MdV: I had slowly … Continued


What will 2020 hold for pensions?

Happy New Year! 2020, which I can’t help thinking should be called the “Year of the Cricket”, marks the start of many great things – one being that the Brexit backlog may well be coming to an end. With a general election behind us and the UK set to leave the EU in a few … Continued

New year, new you?

Join me and Simon Marshall from TBD Marketing on 11 February at the beautiful Hotel du Vin, Exeter for a full day workshop for professionals keen to explore how to make the shift from being in a large corporation to setting up independently. To find out more and sign up, click here

If you voted, well done! So what’s changed?

So, we had another election.  Well done.  You voted.  What changed? On one level lots, in terms of removing future uncertainty about Brexit, good or bad whatever your thoughts.  But on another level – and I’m talking pensions here – not much, which is good. The manifestos threatened lots of things, most strikingly from two opposition parties offering to … Continued


Why I think the WASPI women were wrong…

  The headlines have been pretty stark this week after a High Court ruling on women’s retirement age: “Women not entitled to pension age change compensation” “State pension age changes: Women lose landmark judicial review” And “How Waspi Women faced pensions sting”   My firm view is that the court got it right.   The … Continued