Tag Archives: pension playpen

MAS goes it alone to provide an “at retirement advisor directory”.


The Money Advice Service has been consulting over the past few months on what a Directory of IFAs might look like. This consultation was spurred by the imminent launch of the Guidance Guarantee which will generate requests for financial advice. … Continue reading

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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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When losing seems like winning- the last post from #thePitch14


  We didn’t win but it felt like winning and how it feels to be Rebecca Coates of Properteco (the overall winner) , I’d like to know! It’s a gruelling 12 hour day and if it involves a  trip down … Continue reading

Posted in auto-enrolment, pension playpen, pensions, Retirement, the pitch | Tagged , , , , , , , , , , , | 13 Comments

Wish us luck as we Pitch to be Britain’s top micro-employer!


  Today’s the day we pitch to be Britain’s top micro-enployer at the Paintworks in Bristol. We are one of 30 employers left in the competition, one of 20 actively trading- we have a 5% chance of winning! But that … Continue reading

Posted in advice gap, auto-enrolment, corporate governance, dc pensions, NEST, pension playpen, pensions, Retirement | Tagged , , , , , , , , , , , , , , , , | 3 Comments

Is the Chancellor the IFA’s “New Best Friend?”


    Another week, another change to the UK retirement savings environment – or at least, that’s how it feels! The latest changes to the tax regime tabled this week under the title ‘Pension Flexibility 2015’ were first published in … 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

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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

To the Pitch Final we shall go – @PensionPlayPen – #thePitch14!


Thursday October 23rd is another red letter day for Pension PlayPen. By day we are Pitching to be Britain’s #1 start up in 2014, by night we are up for a brace of awards at the Grange Hotel competing to … Continue reading

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Pension PlayPen wins 7 and is shortlisted for a further 9 awards


For the second year running, Pension PlayPen has been short-listed for the Payroll World Technology Award. Pension Play Pen has also been shortlisted for the small schemes auto-enrolment implementation award. These nominations come on the back of Henry Tapper, Pension … Continue reading

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