Updated
Updated · Financial Times · Jul 14
Charles Mercey Urges Tax on £160 Billion Pension Surpluses to Fund UK Defence
Updated
Updated · Financial Times · Jul 14

Charles Mercey Urges Tax on £160 Billion Pension Surpluses to Fund UK Defence

1 articles · Updated · Financial Times · Jul 14

Summary

  • £160 billion in UK defined-benefit pension surpluses should be partly taxed, Charles Mercey argued, casting the state as another claimant alongside scheme members and company sponsors.
  • Mercey said such a levy could ease Britain’s fiscal squeeze by helping finance a near- to medium-term rise in defence spending.
  • He also argued taxing the best-protected, asset-rich pension cohort could make wider pension reform more politically acceptable.
  • His proposed reforms include replacing the state pension triple lock and capping public-sector pension indexation at 3% a year.

Insights

With voters fiercely protecting pensions, could a surplus tax for defence spending ever succeed?
Is a £160bn pension surplus a national windfall or a critical safety net for retirees?