Category Archives: customer service

The sins of the past


We have concentrated our thinking on how the financial services industry will cope with the new business strain of auto-enrolment. For many providers the bigger issue will be the impact on its existing business. Continue reading

Posted in auto-enrolment, customer service, dc pensions, Popcorn Pensions, Retirement | Tagged , , , , , , , | 4 Comments

A method to chose your workplace pension scheme.


I’d value your feedback on a scoring system we are developing which aims to provide employers with a method of rating one pension proposition against another. We want it used by employers looking to establish a new workplace scheme, and those who … Continue reading

Posted in actuaries, auto-enrolment, Change, customer service, dc pensions, First Actuarial, Payroll, pensions, Personal Accounts, social media | Tagged , , , , , , , | 14 Comments

“Stick or twist” for the lifecos.


It is hard for the insurers to twist because they think the dealer’s against them. Continue reading

Posted in annuity, auto-enrolment, customer service, David Pitt-Watson, dc pensions, EU Solvency II, Financial Education, Henry Tapper blog, pension playpen, pensions, Personality, Popcorn Pensions, Retail Distribution Review, Retirement, social media | Tagged , , , , , , , | 20 Comments

“What’s expensive for a pension these days?”


Most UK pension people may still agree with you and see 0.9% as cheap but not me. It might have been cheap in 2000 and it certainly isn’t today! Continue reading

Posted in auto-enrolment, brand, corporate governance, customer service, David Pitt-Watson, dc pensions, fish, one pound fish, pensions, Personality, Retirement | Tagged , , , , , , , | 21 Comments

Britain’s Premier Equine Investment Conference


Thoughts turn to Cheltenham. The Pension Play Pen will decamp there after work this evening . Continue reading

Posted in Change, cheltenham festival, customer service, Horse racing, one pound fish, pension playpen, social media | 1 Comment

Reading through the palm of my hand


To suppose that we will be purchasing financial services  in 2014 as we did five years ago or even today could be a mistake. Walk down your high street and the only discretionary businesses are social clubs (coffes shops hairdressers and nail bars) – oh … Continue reading

Posted in brand, customer service, dc pensions, Management, pensions, Retirement | Tagged , , , , , , , | Leave a comment

The dam is full – manage the sluices


It can’t be much fun at the ABI these days. The FSA are investigating mis-pricing of annuities, the OFT are studying the distribution insurers use for pensions and just about every consumerist from Gregg McClymont to the NAPF are calling … Continue reading

Posted in actuaries, annuity, customer service, David Pitt-Watson, de-risking, pension playpen, pensions | Tagged , , , , , , , | 7 Comments

NEST Insight; what the 11m+ “unpensioned” think.


NEST has produced a chunky report that “takes the temperature of automatic enrolment”. This promises to be the first of a series and as the first has five years of accumulated insights to lay before us. I thoroughly recommend it … Continue reading

Posted in auto-enrolment, corporate governance, customer service, David Pitt-Watson, First Actuarial, leadership, Liberal Democrats, napf, NEST, Payroll, pensions, Personal Accounts, Retirement | Tagged , , , , , , , | 8 Comments

“Comply or explain” – will “bottom up” regulation work for pensions?


“Comply or Explain” is a phrase that crept into the “corporate governance” lexicon after the 1992 Cadbury report. The idea’s that rather than demand compliance with Government standards, regulators give companies the option to comply or explain why they haven’t. … Continue reading

Posted in auto-enrolment, club pension, corporate governance, customer service, Fiduciary Management, Financial Education, napf, NEST, pension playpen, pensions, Retirement | Tagged , , , , , , , | 11 Comments

When does a social networker become a pest?


Can an obsession with connection turn you into a spammer? This is a question that has troubled me since Linkedin sent me this e-mail Hi Henry, Due to the extremely high number and percentage of rejected invitations associated with your … Continue reading

Posted in customer service, happiness, Henry Tapper blog, Linkedin, pension playpen, social media | Tagged , , , , , , , | 4 Comments