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UK Pension Schemes: Regulator tells schemes to consider cutting pension transfer values

UK Pension schemes are being warned they may be being too generous when offering cash lump sums to people considering transferring out of their gold-plated deals. A letter sent by the Pensions Regulator to defined benefit (DB) pension schemes suggests that trustees think about whether they should cut the amounts on offer for workers leaving the pension scheme. DB schemes are often described as gold-plated because they promise people a certain level of income when they retire, such as final salary...
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How to read a company annual report

Every year any company that has issued shares to retail investors must prepare and publish an annual report. Since annual reports generally follow a standard order, it can be straightforward to review them once you are used to knowing what to look for. In particular, there are some key things to think about when trying to understand the company’s financial performance. 4 THINGS TO THINK ABOUT WHEN READING THE COMMENTARY Annual reports typically start with commentary from the Chief Executive and...
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What caused the Cryptocurrencies to crash?

Cryptocurrencies have dropped a long way since late 2017 and early 2018. The so-called “alt-coin” market is sitting at a yearly low of $US187 billion. While that sounds like a lot of value, this amounts to a total of $US642b that has disappeared since its all-time high of $US829.96b in January this year. Almost all cryptocurrencies – Bitcoin, Ethereum, Litecoin, Ripple – are shedding billions in value from their market cap. Ethereum, one of the best-performing versions during last year’s...
Filed under Jeremy Sullivan \ NBR

UK academics set to pay more into pension fund to plug gap

Academics face paying more to plug £8.4bn pension fund gap Contributions need to rise by nearly 4 percentage points, warns scheme’s provider. Members of the UK’s largest pension scheme will need to increase their contributions by nearly 4 percentage points to help plug its £8.4bn accounting deficit, unless they can come to an agreement with their employers, the Universities Superannuation Scheme warned this week. USS, which provides pensions for academics, said that if academics and universities did not strike a deal...

Abano Healthcare Approved by HHG Investment Committee as Peripheral Stock

Abano were recently approved by the Hamilton Hindin Greene Investment Committee for inclusion in portfolios as a peripheral stock (please discuss the appropriateness with your adviser). Their inclusion was on the back of another positive result on the 25th of July. They’ve shown consistent growth over the past 6 years, still have opportunities in a relatively fragmented market, have a strong balance sheet, and are trading at attractive fundamentals (16.5x earnings). The two analysts who cover the company are keen on...

Market Wrap with Grant Davies - NZX50 Index Closes Over 9000. Orion Healthcare & a2 Milk and Ebos

The NZX achieved a significant milestone today, closing above 9000 points for the first time. We also saw Orion Healthcare jump 34% after shoring up their balance sheet. Ebos continued their upward trajectory after increasing their revenue by $1b. Synlait and a2 announced a new 5 year agreement.
Filed under Grant Davies \ NBR

Introducing Jeremy Simpson

We would like to introduce a new member to our adviser team. Jeremy Simpson has joined us after 8 years working as a Pensions Specialist for a large New Zealand financial planning firm. Jeremy has extensive expertise in the UK pension transfer market, having spent 4 years working in London for a UK pension provider. Jeremy moved to New Zealand in 1999 with his wife Dawn and now four children. They previously lived in Mount Pleasant until the earthquakes forced...
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Listed Managed Fund Update

INTERNATIONAL EQUITY INVESTMENTS The UK Listed trusts manage diversified international share portfolios and reliant on the managers ability to navigate the global financial markets. These investments are listed on the London Stock Exchange denominated in Sterling. Below is a brief summary of the favoured investments trusts. Bankers Investment Trust provides a one-stop shop for global equity exposure. Its legacy was strongly UK-centric, but during current managers tenure more than 60% of the fund is now invested overseas. There is a...
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Aussie Stock Update: Brambles

MARKET CAP : $1.6 BILLION SECTOR - LOGISTICS EST. DIVIDEND YIELD (HISTORICAL): 3.2% PRICE - EARNINGS RATIO 23.5 PRICE/FAIR VALUE 0.82 Brambles are showing signs of life, following a change in leadership on the back of CEO Tom Gorman leaving in March last year. The past 12 months for Brambles can be summed up as a restructure and refocus. Graham Chipchase is well known for focusing on core operations and divesting of noncore assets that fail to provide a sufficient...
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Aussie Core Stock Update: CSL Ltd

SECTOR - HEALTHCARE MARKET CAP 87,141 M AUD HISTORICAL DIV YIELD 1% P.A Investment Perspective CSL is one of three major players in the global blood-plasma-derived biotherapies space. We expect consistent product innovation to drive high-single-digit top-line growth in developed markets, augmented by mid-teen lower-margin sales growth in emerging markets. With moderate operating leverage, this should result in double-digit profit growth during the next few years. CSL is cost-competitive, given its manufacturing scale and a wide plasma-derived product range that...
Filed under Newsletter
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