Tag Archives: Actuarial science

Financial Education – why we do it- why we love it!

Posted on June 2, 2012 by

We’re simple folk at First Actuarial .we build our strategies around things we like to do, things we are good at and things that need to be done. We like helping people “get” pensions. It gives us a buzz when … Continue reading →

Posted in Financial Education, Retirement | Tagged , , , , , , , | Leave a comment

Now I speak actuarial

Posted on April 21, 2012 by

You can’t laugh out loud in the Institute of Actuaries‘ global HQ in Staple‘s Inn London. You would undoubtedly be ensnared in a giant spreadsheet and gently subsumed by toxic algorithms. Actuaries do not enjoy words, they prefer numbers and when … Continue reading →

Posted in pensions, social media | Tagged , , , , , , , | 1 Comment

“I felt I’d helped”

Posted on March 31, 2012 by

What I am most keen to do, is to make sure that the pride that drove the simple words “I felt I helped”, is remembered and used by the youngsters when times get tough again.

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Posted in Change, de-risking, Financial Education, Henry Tapper blog, pensions, Popcorn Pensions | Tagged , , , , , , , , | 4 Comments

WE’VE GOT OUR POPCORN PENSIONS!

Posted on February 4, 2012 by

There have been a few times in my life that I have felt completely happy, the birth of my son, winning a scholarship to Bryanston and a telephone call received yesterday evening are three that spring to mind. Moments when your sense of self-worth is captured completely in the realisation that something wonderful has happened. Continue reading →

Posted in customer service, Henry Tapper blog, Management, pension playpen, pensions, Popcorn Pensions, social media | Tagged , , , , , , , , , , | 2 Comments

Popcorn Pensions III – transforming the business of Pensions

Posted on January 28, 2012 by

If you’ve been following my posts recently, (thanks) you’ll be aware of a thread defined by the phrase “Popcorn Pensions” that refers to my friend Peter Shellswell’s KFC moment. Peter told me over the Popcorn Chicken that he’d decided to move on from … Continue reading →

Posted in annuity, customer service, dc pensions, Fiduciary Management, Management, pension playpen, pensions | Tagged , , , , , , , , | 10 Comments

A hunger to educate – more on Popcorn Pensions

Posted on January 25, 2012 by

Hunger is not a word you’d associate with actuaries. One of our clients described the team working for her as “happy puppies” who approached the task of educating members with ” hunger“. These are not words that exist in the … Continue reading →

Posted in annuity, auto-enrolment, customer service, dc pensions, happiness, Henry Tapper blog, mallowstreet, Management, pension playpen, pensions, social media, Treasury | Tagged , , , , , , | 6 Comments

Don’t tell me what to do – give me advice!

Posted on January 2, 2012 by

In a recent polldaddy poll I asked whether people would pay for advice to get information, find out their options or to be told what to do. 60% of people wanted options , 30% wanted to be told what to do and 10% … Continue reading →

Posted in corporate governance, customer service, dc pensions, de-risking, pensions, Retail Distribution Review, Retirement | Tagged , , , , , , , , , | 5 Comments

Small businesses wanting to avoid small pensions

Posted on October 17, 2011 by

In September we sent out 80,000 e-mails to companies in the UK with between 5 and 100 staff, the sort of companies that will be obliged to auto-enrol their staff  between 2014 and 2015 and are today obliged to offer their staff a … Continue reading →

Posted in annuity, corporate governance, dc pensions, EU Solvency II, Facebook, NEST, Retirement, social media, Treasury | Tagged , , , , , , , , , , , | 16 Comments

None of my business

Posted on September 11, 2011 by

I went to a meeting last week at the end of which the pension manager I was speaking with asked “I can see why this matters but why are you bothering?”. A very sensible question as it happened since the commercial … Continue reading →

Posted in annuity, dc pensions, de-risking, pension playpen, pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , , | 7 Comments

How much volatility can we take? Pension Play Pen Lunch Sept 5th 2011

Posted on September 6, 2011 by

James Smith- First Actuarial Ben Mulroney- mallowstreet Jenny Kreser - Silverman Sherliker Mark Benfold  Railway Pension Scheme Malcolm Delahaye - Supertrust Jennny Yeo  – Affiliate Managers Paull Chapple -Close Brothers Jeroen Wilbrink - Partner at SECOR Asset Management Thornton Wells  – Mattioli Woods Michael Clarke -Capita … Continue reading →

Posted in dc pensions, de-risking, Liability Driven Investment, mallowstreet, pension playpen, Retirement | Tagged , , , , , , , , , , , , , , , , , , | 8 Comments