Tag Archives: Pension new

How do I buy financial advice?


At two recent events – (the Corporate Adviser Summit and the Investment Network), Advisors have told me that they choose clients not by “minimum fee” but by “minimum funds”. This sets my alarm bell ringing! If you want to see … Continue reading

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Any questions on the Guidance Guarantee?


  This blog is about a conversation I had with the Pension Advisory Service. Following it I promised to feed back questions to TPAS about the Guidance Guarantee. The blog contains questions I want asking , some background on TPAS and … Continue reading

Posted in advice gap, Guidance, happiness, Retirement | Tagged , , , , , , , , , , , , , , | 2 Comments

Tiny steps towards better DC outcomes- #CASummit14


Having spent 36 hours in the company of Life Co “strategists” and their counterparts in the IFA and EBC communities, I can now try and make sense of where “heads are at”. The mood has changed. Two years ago, the … Continue reading

Posted in advice gap, annuity, auto-enrolment, dc pensions, pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , | 2 Comments

It’s all down to the management –


    I’m watching the rain-soaked start of the Japanese Grand-Prix in Suzuka and marvelling at the organisation of a formula one team. What will get your driver first past the chequered flag. Engine- tyre management -DRS- Driver – race … Continue reading

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What’s that coming over the hill…? NAPF CDC DEBATE #Fail


  The NAPF CDC Debate The debate on how we organise our retirement incomes from our pension savings was not progressed at the NAPF’s CDC focussed pension connections meeting last night. A half filled room witnessing a debate between two “Pale … Continue reading

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The best practice approach to choosing a workplace pension


  The Pension PlayPen has been asked to outline the research process that lies behind the Factsheets and provider ratings on http://www.pensionplaypen.com . This is the process.   The purpose of Pension PlayPen research is To establish the universe of … Continue reading

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

Is there a productivity dividend from auto-enrolment?


Pension PlayPen will give a leg up to anyone who’s trying – even some clapped out old bank that lost the trust of its customers long ago. So here’s some research produced by Barclays. I have written recently about the … Continue reading

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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

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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

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