Emma Douglas

Lauren Valente was recently featured in a byline piece by Pensions & Investments, sharing her insights on how retirement plan design is evolving to support financial wellbeing at every stage of life. https://lnkd.in/eifnaAsX

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Exciting news: Smart Pension is connected to the Pensions Dashboards Programme! When it launches, the Pensions Dashboard will collate personal, workplace and state pension data from all pension providers. Retirement savers will be able to view and access all of their pension information seamlessly, in one place. Jamie Fiveash, CEO of Smart Pension, said: “Over the past decade, we have shown that technology has the power to simplify pension saving for our members. We are excited to be part of the collaborative Pensions Dashboard Programme, which will provide savers with clear, simple and trusted sources of information and help deliver better financial outcomes for all UK savers.” Read more: visit.smart.co/3H2I9ai 

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XPS Group has connected over 600,000 pension scheme members and more than 20 schemes to Pensions Dashboards ahead of deadline. XPS is among the first large administrators to reach this level of dashboard connectivity, marking a key step for industry readiness. Read more: https://lnkd.in/e5MnN_x4 #PensionSchemes #PensionsDashboards #PensionsAdministration | David Watkins

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Rob Yuille, our Head of Long-Term Savings Policy, has given evidence on the recent Pension Schemes Bill in Parliament. Speaking alongside Zoe Alexander from Pensions UK, Rob: 🔹 highlighted that mandating pension investment was unnecessary in light of industry voluntary initiatives, such as the Mansion House Accord 🔹 called for guardrails to ensure that the proposals on surplus extraction and superfunds aligned with savers’ interests and prevented gaming of the system 🔹 expressed support for Value for Money and outlined our proposed amendment to improve pension engagement.   We look forward to engaging with the Bill to ensure it protects ordinary savers and boosts economic growth. #TheABI #Insurance #LongTermSavings #Pensions #PensionSchemesBill

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🚜 The landscape of generational wealth planning is shifting for UK farmers and family business owners. In her latest article, which was also featured in the Financial Times, Clare Munro examines how trusts can support the long-term preservation of family wealth in light of evolving IHT rules. With the April 2026 deadline approaching, now may be an opportune moment to review existing structures and ensure plans remain fit for purpose. 📖 Read the full article here: https://lnkd.in/eiiBKsKq #InheritanceTax #WealthPlanning #Trusts #FamilyBusiness #Farming #Weatherbys #FinancialPlanning #GenerationalWealth

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We’re proud to share that both M&G Investments and Prudential Assurance Company (PAC) have successfully retained their signatory status to the Financial Reporting Council’s UK Stewardship Code 2020, the gold standard for stewardship in our industry.     Stewardship is a key lever we use to support positive change — driving long-term value for clients leading to sustainable benefits for the economy, the environment and society. In this blog, Laura O'Shea and Guy Rolfe, CFA share their Stewardship highlights from the last year: https://lnkd.in/edxSBPXX   The value of your investment can go down as well as up and so you might not get back the amount you put in. Your capital’s at risk.

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We're at the Pensions UK Annual Conference this week! Tomorrow, Claire Altman explores defined benefit pension strategy, while Helen Dean CBE discusses the pensions shortfall and the big shifts shaping the industry. On Wednesday, Bec Wilson, author of 'How to Have an Epic Retirement', shares how we can better connect with the next generation of retirees - following her recent chat with Gail Izat. #PensionsUKAC25

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