The archive

I made this. All of it. It is not an exhaustive list, as some items are not available online or I don’t have access to pdfs. However, if you click on the links below, you will see some of my articles.

MAY 2017

Resolving the UK’s retirement conundrum, Raconteur Workplace Savings supplement in The Times, 31 May 2017

An open approach, FS Focus, May 2017

APRIL 2017

A credit to their generation, Financial World, April/May 2017

Will the slashing of fees exacerbate the advice gap?, Pensions Expert, 05 April 2017

MARCH 2017

My cup runneth over, Trustnet Magazine, 27 March 2017

Meet the €653bn global CIO, CapitalWatch, March 2017

FEBRUARY 2017

Should you use your pension pot to invest in property?, Raconteur Property Supplement, February 13, 2017

5 minutes with…Mark Polson, CEO, the lang cat, FS Focus, February 2017

The rise of philanthropic investing, Raconteur Wealth Management Supplement distributed with The Time, 12 February 2017

JANUARY 2017

Central banking hits the buffers, FS Focus cover story, January 2017

Making the coverage count (cyber risk), FS Focus, January 2017 

5 minutes with…Gina Miller, FS Focus, January 2017

DECEMBER 2016

The right bait (FS incentive plans), FS Focus, December 2016

Mumbles and grumbles (FCA complaints trends), FS Focus, December 2016

Fork in the road (impact of Brexit on insurance industry), FS Focus, December 2016

5 minutes with…Baroness Ros Altmann, FS Focus, December 2016

NOVEMBER 2016

5 minutes with…Mark Mullen, CEO, Atom Bank, FS Focus, November 2016  

OCTOBER 2016

Replicating for success (AMNT op-ed), Pensions Age, October 11, 2016

SEPTEMBER 2016

The end of the rainbow, Trustnet Magazine cover story, September 2016 

AUGUST 2016

Master trusts: A DC default for the future, IPE, September 2016

JULY 2016

Dangers lurk in pensions revolution, Raconteur Workplace Pensions supplement, The Times, July 28, 2016

JUNE 2016

Exciting cities: Bristol, RBS Content Live, June 2016

More detail emerges on pensions dashboard, Pensions Expert, June 06, 2016

Go online: Payroll and payslips in the cloud, Sage Exchange, June 2016

MAY 2016

Will the BHS fallout ring alarm bells across the corporate sector?, Pensions Expert, May 25, 2016

Weird and wonderful, Trustnet Magazine, May 2016  

Agriculture and ATED: Are you aware of your liabilities?, RBS Content Live, May 2016

Discount rates and denial: Will local authorities soon see pension costs rise?, Pensions Expert, May 09, 2016

APRIL 2016

Technology in SME finance, RBS ContentLive, April 07, 2016 

MARCH 2016

Vortex of change – PLSA investment conference 2016 report, Pensions World, March 21, 2016 

FEBRUARY 2016

When it’s gone, Trustnet Magazine, February 2016

How to appoint a professional trustee, Professional Pensions, February 03, 2016

JANUARY 2016

A rough guide to getting the best out of your financial adviser, Engaged Investor, January 21, 2015

Diversified growth funds: Fighting volatility?, DGF survey, Pensions World cover story, 27 January, 2016 

DECEMBER 2015

Uncharted territory, Portfolio Institutional, 16 December, 2015

The Pensions Commission 10 years on, Retirement Planner, December 09, 2015 (originally published in the print version of Professional Pensions)

NOVEMBER 2015

End product, Trustnet Magazine, November 2015

How high earners are locked out, Pensions Insight, November/December 2015

All under one roof: insourcing LDI, Portfolio Institutional, 04 November 2015

UK retirement savings are still falling short, Raconteur workplace savings supplement, November 01, 2015

How companies can alleviate risk, Raconteur workplace savings supplement, November 01, 2015

OCTOBER 2015

The X Factor (What makes a good fund manager), Trustnet Magazine, 20 October 2015

The problems facing AVCs in a post-DB world, Professional Pensions, 14 October, 2015

Low volatility equities: How low can you go?, Portfolio Institutional, October 06, 2015

Benefits fatigue – Keeping it real, or at least relevant, Reed Viewpoints – HR & Management, September 2015

SEPTEMBER 2015

What is a benefits package worth?, Reed Viewpoints – HR & Management, September 2015 

Three steps to heaven: Helping employees understand the value of their benefits, Reed Viewpoints – HR & Management, September 2015

We still need to save more for retirement, Employee Engagement & Benefits supplement, Raconteur/The Times, September 29, 2015

A guide to mastertrusts, Pensions Insight, September 2015

AUGUST 2015

Guidance guarantee, EQ Magazine, Winter 2015 

The engagement challenge, EQ Magazine, Winter 2015

JULY 2015

Collecting coins, Trustnet Magazine, July 2015

Doing it all with beta, Portfolio Institutional, July 03, 2015

LDI: Heading to safety, August 2015 Portfolio Institutional cover story, July 30, 2015

JUNE 2015

Dealing with difficult sponsor relationships, Professional Pensions, June 17, 2015

DB schemes face decision over AVC funds, Pensions Expert/Financial Times, June 15, 2015

DGFs: the charge cap, smart beta and DC – roundtable on DGFs published as a four-part series, Pensions Expert/Financial Times, June 2015

MAY 2015

The allocation illusion, Portfolio Institutional, May 2015

APRIL 2015

Theatre funding: post-recession Britain, ICAEW website, April 2015

Getting the CETV process right, Professional Pensions, 29 April, 2015

Back from the dead: Why there is still life left in annuities, Trustnet magazine cover story, April 2015

Measure twice, cut once, Election 2015: The wisdom of crowd?, special report from the Chartered Insurance Institute, April 2015 – read whole report here 

Living longer, investing smarter, NAPF investment conference roundup, Pensions World, April 2014

MARCH 2015

Looking to the future, European Pensions, March 2015

What pension freedoms mean for the rich, Raconteur wealth management supplement, The Sunday Times, Sunday March 08, 2015

The future of family offices, interview with Catherine Grum, head of the private office, The Salamanca Group, Bloomberg family offices supplement, March 2015

Getting the foundations in place, Portfolio Institutional, March 03, 2015

FEBRUARY 2015

Platform change, corporate platform survey, Pensions World, February 2015

JANUARY 2015

The globalisation of inflation, Portfolio Institutional, January 28, 2015

Wealth trends, regional wealth in the UK, Raconteur, January 2015

Guidance guarantee, EQ magazine, January 2014

DECEMBER 2014

The future of hedge funds, Portfolio Institutional, December 09, 2014 

NOVEMBER 2014

Crunch time, Trustnet Magazine cover story, November 2014

Growth: the final frontier, Portfolio Institutional, November 18, 2014

UK needs stronger Europe, Raconteur Trading Strategies supplement, distributed with The Sunday Times, November 16, 2014

Moving towards the monetary brink?, Pensions Expert, November 12, 2014

Spoilt for choice, Portfolio Institutional, November 2014

OCTOBER 2014

Small business leaders hail auto-enrolment success, Financial Adviser, October 22, 2014

Guidance guarantee not designed to replace independent financial advice, Financial Adviser, October 22, 2014

How to election proof your portfolio, Trustnet Magazine, October 2014

Pensions 2022 – A vision of the future, Now: Pensions report on the successes of and challenges still facing auto enrolment, October 07, 2014

Race for solutions picks up pace, IPE, October 2014

How to avoid the Pensions Ombudsman, Engaged Investor, October 2014

SEPTEMBER 2014

ROUNDTABLE: Striking the balance – defining outsourcing programmes to meet business objectives while maintaining internal oversight (part of the Funds Outsourcing, Europe 2014 report), Clear Path Analysis, September 2014 

JULY 2014

Spain and gain – is now the right time to buy a holiday home in Spain?, p45, Investazine, July 2014

Pension fund governance: Avoid the bear traps, IPE, July 2014

JUNE 2014

Taking stock: what next for the early adopters of fiduciary management?, Portfolio Institutional, June 2014

Choosing the sunnier option, EQ Magazine, June 2014

Older and wiser, interview with Baroness Greegross OBE, president and chief executive of the International Longevity Centre, UK, EQ magazine, June 2014

How to predict member outcomes in the new normal, The Specialist, June 2014

Escape the pensions labyrinth, Investazine, June 2014

MAY 2014

Equities, bonds and things, The Institutional Real Estate Letter, Amercias, May 2014

Equities, bonds and things, The Institutional Real Estate Letter, Asia-Pacific, May 2014

Equities, bonds and things, The Institutional Real Estate Letter, Europe, May 2014

FEBRUARY 2014

Risk, the silent killer, Reputation Matters, February 2014

Financial services technology, overview piece for supplement, Raconteur 2014

Corporate platforms on ice?, corporate platform survey, Pensions World, February 2014

Strength in numbers, the impact of dempgraphic change in Europe on real estate markets, The Letter – Europe, February 2014

DECEMBER 2013

Schemes face series of admin hurdles in 2014, Pensions Week, December 13, 2013

Measuring up, international pension systems, European Pensions, December 2013/January 2014

SEPTEMBER 2013

More room for growth, trends in buyout business, European Pensions, September 2013

Searching for support: the changing face of fiduciary management, Portfolio Institutional, 24 September 2013 ( (fiduciary management feature)

What the ascent of mastertrusts means for your auto enrolment challenge, The Specialist, 23 September, 2013

African investment: the next space for schemes, Professional Pensions, 12 September, 2013

A little more understanding, Employee Benefits Workplace Savings Quarterly, September 2013 (leader on financial education)

UK: a marriage yet to be made, IPE, September 2013 (infrastructure feature)

AUGUST 2013

Consultancy in flux, Pensions Insight, August 2013

Fiduciary management on trial, Pensions Insight, August 2013

MAY 2013

A pension warning for employers on ‘pot follows member’, Employee Benefits, Workplace Savings supplement, May 2013

Preventing fraud, Pensions Age, May 2013

Longevity: Time to get the tradesmen in, IPE, May 2013

The Rise of Short Term Credit, a special report for Credit Today, May 2013

APRIL 2013

NAPF conference – game changer, Pensions World, April 2013

MARCH 2013

Financial education is power, Employee Benefits, 7 March 2013

How to sell real estate, The Institutional Real Estate Letter– Europe, March 2013

FEBRUARY 2013

Going for a song, Insolvency Today, Feb-March 2013

Shaky foundations, Insolvency Today, Feb-March 2013

Nothing going on but the rent, Insolvency Today, Feb-March 2013

Building steadily: what next for infrastructure?, Portfolio Institutional, February 2013

JANUARY 2013

LDI: A solution for the masses, Engaged Investor, January 2013

A quiet revolution, corporate platform survey, Pensions World, January 2012