Tag Archives: DWP

Everything you wanted to know about the AE Common Data Standard (in 500 words)


  What’s the point? There are around 30 pension providers an employer can choose to set up their workplace pension and around 40 further providers who will convert their existing workplace pension into a scheme that qualifies for workplace pension. … Continue reading

Posted in auto-enrolment, leadership, pensions, Pensions Regulator, Retirement | Tagged , , , , , , , , , , , , , , , | Leave a comment

Why IFA’s have nothing to fear and everything to gain!


  This morning I am chairing Money Marketing’s AE Invitational in Swindon. These will be my opening comments to the audience of invited IFAs who I’m looking forward to spending the morning with.   ” When I started selling insurance, … Continue reading

Posted in advice gap, auto-enrolment, pensions, Pensions Regulator, Politics | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

How much should I spend on retirement?


People get frightened by this question – they shouldn’t! The simple answer is that we all pay into a national pension scheme through national insurance and you can find out what you’re likely to get from the State we completing … Continue reading

Posted in Blogging, Debt, journalism, Payroll, pension playpen, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

A beginner’s guide to annuities


Annuities haven’t got a very good name at the moment. They are blamed for many problems which are not their fault. One problem with annuities is that most people don’t understand them! Another problem with annuities is that people have … Continue reading

Posted in advice gap, annuity, pension playpen, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , | 1 Comment

Fear of feedback


Everyone knows what social media does. For every blog there are comments, every forum has its threads, some twitter conversations last for weeks. It is the interaction between author and reader that makes it distinctive. The “Letter in the Times” … Continue reading

Posted in Facebook, social media, Start ups, twitter | Tagged , , , , , , , , , , , , , , | 2 Comments

Post budget capacity challenge for insurers


    Scottish Widows boss Toby Strauss has told the Telegraph that his company is already facing a capacity crunch as it digests the impact of legislative changes over the past two years and faces the challenges of 2015. The … Continue reading

Posted in annuity, auto-enrolment, brand, pensions | Tagged , , , , , , , , , , , , , , , , , | 14 Comments

More thoughts on the future of the Pensions Regulator.


  Yesterday , Professional Pensions advertised my blog “two into one can go” under the more contentious headline “why tPR has had its day“. I’ve given Jack Jones editorial licence and the headline’s fine with me. It was a bad … Continue reading

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Two into one will go!


Steve Webb’s admission that we need a single regulator is a sign of his strength . It takes guts to admit you’ve been wrong for four and a half years! I’d come to the same conclusion myself reckoning;- That the geographic split between Brighton … Continue reading

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“What we need and what we want” – financial education in schools


  Many congratulations to Tracey Bleakley and all at pfeg for getting personal finance onto the national curriculum from today. Speaking on Wake Up To Money this morning, Tracey was asked what the one piece of financial advice she’d give to those in her … Continue reading

Posted in FCA, Fiduciary Management, Financial Conduct Authority, Financial Education | Tagged , , , , , , , , , , , , , , | 2 Comments

Why I work for First Actuarial


  First Actuarial celebrates its 10th anniversary this year and it has a lot to celebrate Record profits with turnover up from £12.5m to £14m All nine of the original Founders in place – now joined by a further 8 … Continue reading

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