Boring Money’s Post

The funded ratio of the 100 largest U.S. corporate defined benefit pension plans rose to 103.4% in April, according to the Milliman 100 Pension Funding Index. But this success doesn't mean pension plans should take their eyes off their liability-driven investing strategy. Learn more. https://lnkd.in/eUYJWEEz

SIPP Case Studies. 📚 Case studies are a great way to illustrate specific self invested personal pension (SIPP) scenarios and highlight salient points. Each of our case studies demonstrates how our services can help at every stage of the SIPP pension life-cycle. Find them here: https://lnkd.in/eEB2Ruqz

The funded ratio of the 100 largest U.S. corporate defined benefit pension plans rose to 103.4% in April, according to the Milliman 100 Pension Funding Index. But this success doesn't mean pension plans should take their eyes off their liability-driven investing strategy. Learn more. https://lnkd.in/edCRqZm7

It’s widely recognised that people need to be more engaged with their pension savings. See our research which reveals interesting insights into employees’ attitudes & understanding of their pension investments: https://shorturl.at/ruHO2

Choosing the correct option between the lump sum or monthly pension can have a profound impact on your retirement. This decision is not one to take lightly, as it can shape your financial stability for years to come. In this video, Alex breaks down the factors to consider when making this crucial choice, providing insights and real-world examples to help you navigate the decision-making process with confidence. https://lnkd.in/gxFDHpUE

I feel passionately about this campaign which raises awareness to keep your eye on your pension, and to have a plan to ensure it provides enough for your future. There are some useful tips here to help get you started. Go on, now's the time.....Pay your pension some attention!!

🌟 August 2024 Public Pension Brief is Here! 🌟 💼 Dakota has compiled the latest updates from over 125 public pension funds across the U.S. and beyond. With key insights into new commitments, asset allocation updates, and manager reviews, this edition is packed with valuable information for industry professionals! 📊 Download your copy of the Pension Brief here: https://lnkd.in/exEX4urp #PublicPensionInsights #FundraisingNews #InvestmentManagement

How Long Does It Take to Receive Your Lump Sum Pension? ⏳ Wondering how long it takes to get your lump sum pension? It really depends on a few factors, like the type of pension you have and what your investments look like. Most of the time, your pension pot isn't just sitting in cash, which means it can take a few days to sell any underlying assets. Whether you're withdrawing funds directly or with a financial advisor also affects the timeline. At Cameron James, we encourage our clients to plan ahead. If you’re thinking about a lump sum withdrawal, let’s talk! Book a free consultation with one of our advisors today by clicking the link below: https://lnkd.in/d_kxM9VC Meanwhile, we recommend you to watch this video to learn more:  https://lnkd.in/dwCqP4WG #PensionAdvice #RetirementPlanning #FinancialPlanning #LumpSumPension #InvestmentStrategy #FinancialAdvisor #WealthManagement #CameronJames #PensionPlanning

How Long Does It Take to Receive Your Lump Sum Pension? ⏳ Wondering how long it takes to get your lump sum pension? It really depends on a few factors, like the type of pension you have and what your investments look like. Most of the time, your pension pot isn't just sitting in cash, which means it can take a few days to sell any underlying assets. Whether you're withdrawing funds directly or with a financial advisor also affects the timeline. At Cameron James, we encourage our clients to plan ahead. If you’re thinking about a lump sum withdrawal, let’s talk! Book a free consultation with one of our advisors today by clicking the link below: https://lnkd.in/d_kxM9VC Meanwhile, we recommend you to watch this video to learn more:  https://lnkd.in/dwCqP4WG #PensionAdvice #RetirementPlanning #FinancialPlanning #LumpSumPension #InvestmentStrategy #FinancialAdvisor #WealthManagement #CameronJames #PensionPlanning

Transferring their pension savings to a different provider could benefit your clients in several ways. 💸 Whether they're switching to a scheme with lower fees or more flexibility over how their savings are invested, there are plenty of advantages. However, there are some risks associated with pension transfers, which means your clients may benefit from professional guidance. 💞 Read our blog, linked below, to learn why your clients might need to work with a financial planner when navigating a pension transfer. 👇 https://lnkd.in/e3gBRbPw