Pensions World Index 2004

Index to Volume 33, December 2004, Nos. 1-12
(References show the volume number, issue number and page number)

Administration

Planting out, Ceri Jones , 33. 2 .33
On the way back home, Finlay Ross , 33. 3 .28
The engine room, Deborah Wilson , 33. 3 .46
Upon closer inspection, Moira McKelvie , 33. 5 .28
Nuts and bolts, Morag Williams , 33. 9 .31
Working backstage, Allison Plager , 33. 12 .33

Advisers

Tender loving care, Kim Gubler , 33. 8 .39

Annuities

Grasp the nettle of annuities!, Gillian Graham , 33. 2 .46
Pace yourself, Blake Dempster , 33. 3 .30
The one with the waggly tail, James Thomas , 33. 4 .20

Asset allocation

Closed for the duration, Debbie Harrison , 33. 2 .27
Have your cake and eat it, James Thomas , 33. 12 .26

Asset allocation revisited

Loud and clear, Andrew Dyson , 33. 1 .26

B

Beginners' Page

The pensions lawyer, Anna Rogers , 33. 3 .46
The engine room (the administrator), Deborah Wilson , 33. 3 .46
The pensions manager, Pam Jenkins , 33. 6 .48
The independent trustee, Bob Bridges , 33. 7 .40
Sharpening the act (management consultants), Jocelyn Blackwell , 33. 8 .54
Revealing the sources, Margaret Walker , 33. 9 .45
This time it's personal, Margaret Walker , 33. 10 .45
Part and parcel, Gary Thomas , 33. 11 .46
Can you manage?, Tony Williams , 33. 12 .50

C

Comment
Modernising pensions, Stephanie Hawthorne , 33. 1 .3
Curtain call, Terry Faulkner , 33. 2 .3
Can you credit it?, Stephanie Hawthorne , 33. 3 .3
Trying times, Terry Faulkner , 33. 4 .3
The safety net, Stephanie Hawthorne , 33. 5 .3
The winds of change, Terry Faulkner , 33. 6 .3
No cashback, please, Stephanie Hawthorne , 33. 7 .3
Evolve or stagnate, Terry Faulkner , 33. 8 .3
Endangered!, Stephanie Hawthorne , 33. 9 .3
It's a tragedy, Terry Faulkner , 33. 10 .3
Battle of the sexes, Stephanie Hawthorne , 33. 11 .3
Above and beyond, Terry Faulkner , 33. 12 .3

Class action litigation

Group huddle, Mark Grant , 33. 7 .28
Communications
Disclose your hand, Jeremy Goodwin , 33. 2 .37
Plenty to shout about, James Thomas , 33. 6 .27
Speak up, Naomi Hancock , 33. 6 .31
Talking loud & saying something, Tony Eakins and Colin Cotton , 33. 8 .27
The art of persuasion, Steve Folkard , 33. 8 .44
Converting the masses, Andrew Riley , 33. 10 .25
Distilling the message, Peter McInulty and Keith Webster , 33. 11 .35
Playing catch up, Richard Ascough , 33. 11 .37

Compulsion

All stick and no carrot?, James Thomas , 33. 3 .30
Conference reviews

SPC – Seasons lamentations, James Thomas , 33. 1 .15

NAPF – Silver linings or dark clouds, Howard McWilliam , 33. 4 .4
PMI – Confidence tricks, James Thomas , 33. 4 .18
NAPF – Reformed characters, James Thomas , 33. 6 .4
PMI – Autumn serenades, James Thomas , 33. 11 .14
NAPF – The corporate corner, James Thomas, 33. 12 .18
Pensions World – Turning up the heat, Howard McWilliam , 33. 12 .20

Confidential information

Keeping it under wraps, Louisa Brown , Lesley Browning and Andrew Henderson , 33. 7 .24

D

DB schemes

The final frontier, Dave Lowe , 33. 1 .17

DC schemes

Blurring the lines, Barry Mack , 33. 4 .41
Healthy lifestyles, Debbie Harrison , 33. 5 .32
The art of persuasion, Steve Folkard , 33. 8 .44
Simmering nicely, Allison Plager , 33. 11 .29
Playing catch up, Richard Ascough , 33. 11 .37
DC-isions , DC -isions, David Butcher , 33. 12 .31

DC investment

Auto transmission, Charl Cronje , 33. 10 .42
Cutting out distraction, Ian Barnes and Stephen Appleton , 33. 12 .24

DC plan management

Taking the reins, Tony Pugh , 33. 12 .29

Disaster management

Surviving a great fall, Howard McWilliam , 33. 5 .21

E

Employee share schemes

A different share of the pie, Robert Postlethwaite , 33. 1 .28

Employer consultation

Speak up, Naomi Hancock , 33. 6 .31

Equitable Life

The meaning of Life, Robert Morfee , 33. 3 .17

Equities

Nose to the grindstone, Richard Buxton , 33. 10 .37
Keeping the engine running, Howard McWilliam , 33. 11 .22

Equity benchmarking

A well travelled portfolio, Natalie Winter , 33. 9 .27

Exoneration clauses

Protect yourself, Ian Greenstreet , 33. 10 .27

Expat pensions

Great expat-tations, James Thomas , 33. 10 .21

F

Flexible benefits

Bending the rules, Peter Bowers , 33. 2 .39

Flexible retirement

When I'm 64…65…70…, Gemma Townley , 33. 12 .22

G

Global custody

Unlocking custody, Allison Plager , 33. 7 .30

Governance

Stay focused, Louise Sylva , 33. 7 .33
Different composition…, Gary Smith , 33. 7 .34

GPPs

Simmering nicely, Allison Plager , 33. 11 .29

H

Healthcare costs

The sick list, Susan Mailander , 33. 4 .39

Hedge funds

Peering over the hedge, Neil Morgan , 33. 8 .41
Hedges I win, fat tails you lose, Tim Gordon , 33. 8 .43

I

Independent trustees

Peak performance, Allison Plager , 33. 9 .35

Industry associations

Vive la difference!, Alan Pickering , 33. 2 .23
White water rafting, Lindsay Tomlinson , 33. 3 .23
A fruitful partnership, Christine Farnish , 33. 5 .17
Honestly the best policy, Alison O'Connell , 33. 6 .36

Insourcing

On the way back home, Finlay Ross , 33. 3 .28

Interest rates

Starting the hike, Richard Dingwall-Smith , 33. 1 .21

Interview

Enlightened pragmatism, Howard McWilliam , 33. 9 .17
A nation on the turn, Howard McWilliam , 33. 11 .17

Investment

A flower in the desert, Allison Plager , 33. 5 .34
Exchange rated, Bruce Lavine , 33. 12 .41

Investment fees

Lighting up time, Allison Plager , 33. 2 .29

L

Lawyers

Law of the land, Legal 500 excerpt, 33. 11 .40

The lawyers' lawyer

Hive talking, Howard McWilliam , 33. 6 .21

Liability driven investment

The generation game, Andrew Green , 33. 1 .24

Limited price indexation

A bridge too far, John Lawson , 33. 1 .19
LPI is dead – long live LPI, Paul McGlone , 33. 7 .22

Lifestyle options

Healthy lifestyles, Debbie Harrison , 33. 5 .32
Leaving the nest, David Butcher , 33. 9 .29

Litigation

Courting problems, John White , 33. 7 .26
Group huddle, Mark Grant , 33. 7 .28

M

Manager of managers

MoMs on parade, Debbie Harrison , 33. 3 .25
A universal cure?, Tony Earnshaw , 33. 9 .25

Mergers & acquisitions

Coming together, Mark Duke , 33. 7 .19

Monitoring investment advisers

Dancing with the devil, Paul Haines , 33. 6 .38

Multi employer schemes

Holding out for a hero, James Thomas , 33. 8 .22

N

NAPF exhibition preview

Taking a stand, 33. 6 .52

New regulator

Facing the music, John Wilson , 33. 6 .46

O

Overpayments

Retrieval & recovery, Jonathan Hazlett , 33. 1 .32

OPAS volunteers

There is life after retirement, Barry Wilkins , 33. 4 .38

P

Pan-European pensions

Border control, Joanna Matthews , 33. 11 .19

Pension protection fund

The torn veil, Jade Murray , 33. 12 .53

Pension security

Safe hands, Chinu Patel , 33. 8 .25

Pensions information systems

Knowledge is power, Roger Self , 33. 3 .20

Pensions progress

33. 1 .43, 33. 2 .45, 33. 3 .47, 33. 4 .50, 33. 5 .50, 33. 6 .49, 33. 7 .14, 33. 8 .52, 33. 9 .14, 33. 10 .49, 33. 11 .52, 33. 12 .49

Pensions provision

Return of the prodigal, Wayne Phelan , 33. 1 .30
From palace to hovel, John Webber , 33. 2 .20
Leap of faith, Mike Pomery , 33. 7 .16
When I'm 64…65…70…, Gemma Townley , 33. 12 .22

Pensions planning and design

Getting back on track, Paul Thornton , 33. 6 .33

Pensions reform

PPF: Pensions Bill may be too steep, Howard McWilliam , 33. 3 .5
DWP's Informed Choices : no cure all, Stephanie Hawthorne , 33. 3 .8
Top of the Bill, Malcolm Wicks , 33. 4 .19
A wider net, Chris Connelly , 33. 9 .21
Turner: igniting the debate, Stephanie Hawthorne , 33. 11 .5
A nation on the turn, Howard McWilliam , 33. 11 .17

Phased drawdown

More than a phase, Dave Lowe , 33. 9 .33
Points of Law
Positive discrimination, Robin Ellison , 33. 1 .36
Spirit measures, Robin Ellison, 33. 2 .43
Choking the land, Robin Ellison, 33. 3 .40
The facts of life, Robin Ellison , 33. 4 .45
New… and improved?, Robin Ellison , 33. 5 .43
Taking the Michael, Robin Ellison , 33. 6 .42
The bright side…, Robin Ellison , 33. 7 .38
The tree of knowledge, Robin Ellison , 33. 8 .48
Understanding the ecosystem, Robin Ellison , 33. 9 .42
A question of ability, Robin Ellison , 33. 10 .41
Resident evils, Robin Ellison , 33. 11 .45
Mything the point, Robin Ellison , 33. 12 .43
Political Stage
Blunt forks, Sue Ward , 33. 1 .34

Humbugs and gladrags, Sue Ward , 33. 2 .41

Unreliable figures, Sue Ward , 33. 3 .38
At what cost?, Sue Ward , 33. 4 .43
Finishing touches, Sue Ward , 33. 5 .41
A good read, Sue Ward , 33. 6 .40
Bill and (Big) Ben, Sue Ward , 33. 7 .36
Clause for concern, Sue Ward , 33. 8 .45
Bill's grim progress, Sue Ward , 33. 9 .40
The use of force, Sue Ward , 33. 10 .39
Rewriting the books, Sue Ward , 33. 11 .43
Volleybill, Sue Ward , 33. 12 .45

Pressing the point

What's the real crisis, Andrew Verity , 33. 3 .16
Live long and prosper?, Robin Amlôt , 33. 4 .52
Informed choice, Andrew Smith , 33. 8 .13
The pensions roadblock, Andrew Verity , 33. 8 .14
How the mighty have fallen, David Willetts , 33. 10 .16

Property watch

Regenerating interest, Howard McWilliam , 33. 1 .16
PIFs – broadening foundations, Howard McWilliam , 33. 5 .14
Pushing the cycle, Howard McWilliam , 33. 9 .12
Investment options increase for smaller schemes, Howard McWilliam , 33. 12 .8

Property investment

The great diversifier, Howard McWilliam , 33. 4 .29

Public confidence

Leap of faith, Mike Pomery , 33. 7 .16

R

Rebalancing asset allocations

Perfect poise, Roger Dennis , 33. 10 .33

Risk

A game of risk, Andrew Wise , 33. 4 .36

Risk sharing

Share and share alike, James Thomas , 33. 11 .26

S

Scheme design

A wider menu, James Thomas , 33. 2 .17
Share and share alike, James Thomas , 33. 11 .26

Scheme governance

Stay focused, Louise Sylva , 33. 7 .33
Different composition…, Gary Smith , 33. 7 .34
Simplification
Procrastination the pensions thief?, Stephanie Hawthorne , 33. 1 .5

Small companies

Lean and nimble, Jamie Stewart , 33. 10 .36

Socially responsible investment

Seeking the sunrise, Nick Robins , 33. 4 .34
Stakeholders
Here to stay… or gone tomorrow?, Allison Plager , 33. 3 .33

State pension

In a right old state, Howard McWilliam , 33. 8 .16
Surveys
Investment fees – Lighting up time, Allison Plager , 33. 2 .29
Stakeholder – Here to stay… or gone tomorrow?, Allison Plager , 33. 3 .33
Property investment – The great diversifier, Howard McWilliam , 33. 4 .29
Investment – A flower in the desert, Allison Plager , 33. 5 .34
Lawyers – Hive talking, Howard McWilliam , 33. 6 .21
Communications – Plenty to shout about, James Thomas , 33. 6 .27
Global custody – Unlocking custody, Allison Plager , 33. 7 .30
Third party admin – Going with the flow, Allison Plager , 33. 8 .31
Independent trustees – Peak performance, Allison Plager , 33. 9 .35
Consultants – Calling the tune, Allison Plager , 33. 10 .29
DC/GPP – Simmering nicely, Allison Plager , 33. 11 .29
Software – Working backstage, Allison Plager , 33. 12 .33

T

Tax and benefit notes
At the cliff's edge, Chris Dallard , 33. 1 .41
Grasp the nettle of annuities!, Gillian Graham , 33. 2 .46
Wither the ageing process?, Kris Weber , 33. 3 .42
Trustee talk, Peter Esam , 33. 4 .48
All systems go, Jade Murray , 33. 5 .48
Facing the music, John Wilson , 33. 6 .46
A matter of trust, Nigel Armstrong , 33. 7 .43
No dumping, Mervyn Parry , 33. 8 .50
Metamorphosis, Graham Withers , 33. 9 .48
Simplification, or just an illusion?, Ian Long , 33. 10 .47
On the a mend, Philip Goodchild , 33. 11 .50
Opening the WRAPA, Paul Marshall , 33. 12 .51

Tax simplification

Testing to the limit, John Hough , 33. 2 .25
Executive decisions, Debbie Harrison , 33. 4 .25
Party planning, Colin Batchelor , 33. 5 .25
A wider net, Chris Connelly , 33. 9 .21
Distilling the message, Peter McInulty and Keith Webster , 33. 11 .35

Third party administration

Going with the flow, Allison Plager , 33. 8 .31

Top earners

Executive decisions, Debbie Harrison , 33. 4 .25

Trustee activism

The pensions roadblock, Andrew Verity , 33. 8 .14
Trigger happy, John Butterfill , Wyn Derbyshire and Steven Davis , 33. 9 .23
Trustee Topics
Coming in from the cold, Tim Gordon , 33. 1 .39
Hit the ground running, Geraldine Brassett , 33. 4 .47
Playing the PPF game, Tim Gordon , 33. 5 .45
Will the real self investment please stand up?, Tim Gordon , 33. 7 .42
Hedges I win, fat tails you lose, Tim Gordon , 33. 8 .43
Ancient mythology, Tim Gordon , 33. 9 .44
An MFR by any other name, Tim Gordon , 33. 11 .48
Show me the money…, Martin Bird , 33. 12 .48

TV training

In the eye of the storm, Stephanie Hawthorne , 33. 6 .17

U
US equities
Keeping the engine running, Howard McWilliam , 33. 11 .22

V

Viewpoint

Getting sidetracked, Mike Morrison , 33. 10 .18
The future is fuzzy, Ged Dale , 33. 12 .40

Authors
Amlôt, Robin , 33. 4 .52
Appleton, Stephen, 33. 12 .24
Armstrong, Nigel, 33. 7 .43
Ascough, Richard, 33. 11 .37
Barnes, Ian, 33. 12 .24
Batchelor, Colin, 33. 5 .25
Bird, Martin, 33. 12 .48
Blackwell, Jocelyn, 33. 8 .54
Bowers, Peter , 33. 2 .39
Brassett, Geraldine , 33. 4 .47
Bridges, Bob, 33. 7 .40
Brown, Louisa, 33. 7 .24
Browning, Lesley, 33. 7 .24
Butcher, David, 33. 9 .29, 33. 12 .31
Butterfill, John, 33. 9 .23
Buxton, Richard, 33. 10 .37
Collins, Michael, 33. 9 .31
Connelly, Chris, 33. 9 .21
Cotton, Colin, 33. 8 .27
Cronje, Charl, 33. 10 .42
Dale, Ged, 33. 12 .40
Dallard, Chris , 33. 1 .40
Davis, Steven, 33. 9 .23
Dempster, Blake , 33. 3 .30
Dennis, Roger, 33. 10 .33
Derbyshire, Wyn, 33. 9 .23
Dingwall-Smith, Richard , 33. 1 .21
Dyson, Andrew , 33. 1 .26
Eakins, Tony, 33. 8 .27
Earnshaw, Tony, 33. 9 .25
Ellison, Robin , 33. 1 .36, 33. 2 .43, 33. 3 .40, 33. 4 .45, 33. 5 .43, 33. 6 .42, 33. 7 .38, 33. 8 .48, 33. 9 .42, 33. 10 .41, 33. 11 .45, 33. 12 .43
Esam, Peter , 33. 4 .48
Farnish, Christine, 33. 5 .17
Faulkner, Terry , 33. 2 .3, 33. 4 .3, 33. 6 .3, 33. 8 .3, 33. 10 .3,
Folkard, Steve, 33. 8 .44
Goodchild, Philip, 33. 11 .50
Goodwin, Jeremy , 33. 2 .37
Gordon, Tim , 33. 1 .39, 33. 5 .45, 33. 7 .42, 33. 8 .43, 33. 9 .43, 33. 11 .48
Graham, Gillian , 33. 2 .46
Grant, Mark, 33. 7 .28
Green, Andrew , 33. 1 .24
Greenstreet, Ian, 33. 10 .27
Gubler, Kim, 33. 8 .39
Haines, Paul, 33. 6 .38
Hancock, Naomi , 33. 6 .31
Harrison, Debbie , 33. 2 .27, 33. 3 .25, 33. 4 .25, 33. 5 .32,
Hawthorne, Stephanie , 33. 1 .3, 33. 1 .5, 33. 3 .3, 33. 3 .8, 33. 5 .3, 33. 6 .17, 33. 7 .3, 33. 9 .3
Hazlett, Jonathan , 33. 1 .32
Henderson, Andrew, 33. 7 .24
Hough, John , 33. 2 .25
Jenkins, Pam, 33. 6 .49
Jones, Ceri , 33. 2 .33
Lavine, Bruce, 33. 12 .41
Lawson, John , 33. 1 .19
Long, Ian, 33. 10 .47
Lowe, Dave , 33. 1 .17, 33. 9 .33
Mack, Barry , 33. 4 .41
Mailander, Susan , 33. 4 .39
Mark Duke, 33. 7 .19
Marshall, Paul, 33. 12 .51
Matthews, Joanna, 33. 11 .19
McGlone, Paul, 33. 7 .22
McInulty, Peter, 33. 11 .35
McKelvie, Moira, 33. 5 .28
McWilliam, Howard , 33. 1 .16, 33. 3 .5, 33. 4 .4, 33. 4 .29, 33. 5 .14, 33. 5 .21, 33. 6 .21, 33. 8 .16, 33. 9 .12, 33. 9 .17, 33. 11 .17, 33. 11 .22, 33. 12 .20
Morfee, Robert , 33. 3 .17
Morgan, Neil, 33. 8 .41
Morrison, Mike, 33. 10 .18
Murray , Jade, 33. 5 .48, 33. 12 .53
O'Connell, Alison, 33. 6 .36
Parry, Mervyn, 33. 8 .50
Patel, Chinu, 33. 8 .25
Phelan, Wayne , 33. 1 .30
Pickering, Alan , 33. 2 .23
Plager, Allison , 33. 2 .29, 33. 3 .33, 33. 5 .34, 33. 7 .30, 33. 8 .31, 33. 9 .35, 33. 10 .29, 33. 12 .33
Pomery, Mike, 33. 7 .16
Postlethwaite, Robert , 33. 1 .28
Pugh, Tony, 33. 12 .29
Riley, Andrew, 33. 10 .25
Robins, Nick , 33. 4 .34
Ross, Finlay , 33. 3 .28
Self, Roger , 33. 3 .20
Smith, Andrew , 33. 8 .13
Smith, Gary , 33. 7 .34
Stewart, Jamie, 33. 10 .36
Sylva, Louise, 33. 7 .33
Thomas, Gary , 33. 11 .46
Thomas, James , 33. 1 .15, 33. 2 .17, 33. 4 .18, 33. 4 .20, 33. 5 .30, 33. 6 .4, 33. 6 .27, 33. 8 .22, 33. 10 .21, 33. 11 .14, 33. 11 .26, 33. 12 .18, 33. 12 .26
Thornton, Paul, 33. 6 .33
Tomlinson, Lindsay , 33. 3 .23
Townley, Gemma, 33. 12 .22
Verity, Andrew , 33. 3 .16, 33. 8 .14,
Walker, Margaret, 33. 9 .45, 33. 10 .45
Ward, Sue , 33. 1 .34, 33. 2 .41, 33. 3 .38, 33. 4 .43, 33. 5 .41, 33. 6 .40, 33. 7 .36, 33. 8 .45, 33. 9 .40, 33. 10 .39, 33. 11 .43, 33. 12 .45
Webber, John , 33. 2 .20
Weber, Kris , 33. 3 .42
Webster, Keith, 33. 11 .35
White, John, 33. 7 .26
Wicks, Malcolm , 33. 4 .19
Wilkins, Barry , 33. 4 .38
Willetts, David, 33. 10 .16
Williams, Morag, 33. 9 .31
Williams, Tony, 33. 12 .50
Wilson, Deborah, 33. 5 .46
Wilson, John, 33. 6 .46
Winter, Natalie, 33. 9 .27
Wise, Andrew , 33. 4 .36
Withers, Graham, 33. 9 .48