Simon Mc
@simmc.bsky.social
North East based accountant and runner.
Have more passion for one than the other!
Have more passion for one than the other!
Curious to hear your thoughts.
Should we reimagine how pension funds invest?
Is it time to rethink the UK’s infrastructure ownership model?
Let’s discuss 👇
Should we reimagine how pension funds invest?
Is it time to rethink the UK’s infrastructure ownership model?
Let’s discuss 👇
October 22, 2025 at 10:14 AM
Curious to hear your thoughts.
Should we reimagine how pension funds invest?
Is it time to rethink the UK’s infrastructure ownership model?
Let’s discuss 👇
Should we reimagine how pension funds invest?
Is it time to rethink the UK’s infrastructure ownership model?
Let’s discuss 👇
This isn’t just hindsight.
It’s a call to rethink how we allocate capital today.
Public ownership, municipal models, or better regulation might deliver more bang for our buck.
It’s a call to rethink how we allocate capital today.
Public ownership, municipal models, or better regulation might deliver more bang for our buck.
October 22, 2025 at 10:14 AM
This isn’t just hindsight.
It’s a call to rethink how we allocate capital today.
Public ownership, municipal models, or better regulation might deliver more bang for our buck.
It’s a call to rethink how we allocate capital today.
Public ownership, municipal models, or better regulation might deliver more bang for our buck.
Conclusion:
Privatisation didn’t unleash growth.
It redirected capital into rent-yielding assets.
Had that money gone into high-growth sectors, UK GDP might’ve seen more upside.
Privatisation didn’t unleash growth.
It redirected capital into rent-yielding assets.
Had that money gone into high-growth sectors, UK GDP might’ve seen more upside.
October 22, 2025 at 10:14 AM
Conclusion:
Privatisation didn’t unleash growth.
It redirected capital into rent-yielding assets.
Had that money gone into high-growth sectors, UK GDP might’ve seen more upside.
Privatisation didn’t unleash growth.
It redirected capital into rent-yielding assets.
Had that money gone into high-growth sectors, UK GDP might’ve seen more upside.
France & Germany kept core utilities public.
They built high-speed rail, decarbonised energy, and retained profits domestically.
UK sold off assets fast—GDP gains didn’t follow.
They built high-speed rail, decarbonised energy, and retained profits domestically.
UK sold off assets fast—GDP gains didn’t follow.
October 22, 2025 at 10:14 AM
France & Germany kept core utilities public.
They built high-speed rail, decarbonised energy, and retained profits domestically.
UK sold off assets fast—GDP gains didn’t follow.
They built high-speed rail, decarbonised energy, and retained profits domestically.
UK sold off assets fast—GDP gains didn’t follow.
UK pension funds invested heavily in privatised utilities.
But only ~20% of DC pension assets are now invested in UK growth sectors.
Capital flowed into safe assets—not innovation or manufacturing.
But only ~20% of DC pension assets are now invested in UK growth sectors.
Capital flowed into safe assets—not innovation or manufacturing.
October 22, 2025 at 10:14 AM
UK pension funds invested heavily in privatised utilities.
But only ~20% of DC pension assets are now invested in UK growth sectors.
Capital flowed into safe assets—not innovation or manufacturing.
But only ~20% of DC pension assets are now invested in UK growth sectors.
Capital flowed into safe assets—not innovation or manufacturing.
Water firms: £73bn debt vs £88bn dividends.
Rail: taxpayer subsidies rose post-privatisation.
Bus routes: 1 in 5 lost since 2019.
Private capital chased returns, not public service.
Rail: taxpayer subsidies rose post-privatisation.
Bus routes: 1 in 5 lost since 2019.
Private capital chased returns, not public service.
October 22, 2025 at 10:14 AM
Water firms: £73bn debt vs £88bn dividends.
Rail: taxpayer subsidies rose post-privatisation.
Bus routes: 1 in 5 lost since 2019.
Private capital chased returns, not public service.
Rail: taxpayer subsidies rose post-privatisation.
Bus routes: 1 in 5 lost since 2019.
Private capital chased returns, not public service.
Econometric studies show weak evidence that privatisation boosted UK output.
Efficiency gains came from competition & regulation—not ownership change.
Privatisation ≠ productivity miracle.
Efficiency gains came from competition & regulation—not ownership change.
Privatisation ≠ productivity miracle.
October 22, 2025 at 10:14 AM
Econometric studies show weak evidence that privatisation boosted UK output.
Efficiency gains came from competition & regulation—not ownership change.
Privatisation ≠ productivity miracle.
Efficiency gains came from competition & regulation—not ownership change.
Privatisation ≠ productivity miracle.
Energy investment as % of GDP fell from ~1.15% (public era) to ~0.48% (privatised era).
Less reinvestment. More dividends.
Infrastructure aged. Bills rose.
GDP impact? Minimal.
Less reinvestment. More dividends.
Infrastructure aged. Bills rose.
GDP impact? Minimal.
October 22, 2025 at 10:14 AM
Energy investment as % of GDP fell from ~1.15% (public era) to ~0.48% (privatised era).
Less reinvestment. More dividends.
Infrastructure aged. Bills rose.
GDP impact? Minimal.
Less reinvestment. More dividends.
Infrastructure aged. Bills rose.
GDP impact? Minimal.
Since 1991, £193bn has been paid out to shareholders of privatised UK energy, water, rail, bus & mail companies. That’s money pension funds & hedge funds could’ve invested elsewhere.
Source: Common Wealth
Source: Common Wealth
October 22, 2025 at 10:14 AM
Since 1991, £193bn has been paid out to shareholders of privatised UK energy, water, rail, bus & mail companies. That’s money pension funds & hedge funds could’ve invested elsewhere.
Source: Common Wealth
Source: Common Wealth
This is crazy! After you single-handedly won them the election today he goes and resigns!
June 5, 2025 at 5:40 PM
This is crazy! After you single-handedly won them the election today he goes and resigns!
@scaramucci.bsky.social You give the man way too much credit for foresight and planning.
April 8, 2025 at 10:29 AM
@scaramucci.bsky.social You give the man way too much credit for foresight and planning.
The pope is also catholic
March 8, 2025 at 5:43 PM
The pope is also catholic
A huge problem with companies house is the scanned documents being very time consuming to analyse. If they allowed digital upload for large entities they would be able to set up more automated analysis, but while they’re woefully understaffed it will not happen soon!
January 25, 2025 at 12:43 PM
A huge problem with companies house is the scanned documents being very time consuming to analyse. If they allowed digital upload for large entities they would be able to set up more automated analysis, but while they’re woefully understaffed it will not happen soon!
Glad you put those extra G’s in there, he’d be blaming middle class radio presenters next if you hadn’t.
December 2, 2024 at 6:45 PM
Glad you put those extra G’s in there, he’d be blaming middle class radio presenters next if you hadn’t.
Come on now, we all know none of them are playing with a full deck.
November 15, 2024 at 3:32 PM
Come on now, we all know none of them are playing with a full deck.