Tag Archives: pension playpen

Source Pensions – a tough lesson for auto-enrolment.


Over the weekend , the Telegraph published a story about Source Pensions . In the article it correctly claims that many pension savers have been automatically enrolled into illegal schemes. Source Pensions admit this is “regrettable”, I agree, You can read … Continue reading

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Henley by boat – a Pension PlayPen Photoblog!


What a fabulous week for the 67 people who came on Lady Lucy between Wednesday and Saturday. It was a shame we couldn’t do Sunday- especially with St Pauls and Sir William Borlase winning the two boys events! Here are … Continue reading

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Helen Dean – the right person for the NEST top job.


Helen Dean’s appointment as the new CEO of NEST , seems to have been greeted with a stifled yawn by the Pensions Press. Helen has the lowest of profiles, no social media presence, hardly a speaking engagement and a declaration … Continue reading

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How interoperable are you?


One of the Friends of Auto-Enrolment’s groups is called the interoperability task-force. I think Andy Agethangelou makes these names up so his name seems short by comparison. “Interoperability” is a concept I haven’t come across before, but like a lot … Continue reading

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Why due diligence is soooooooo important!


  Yesterday I wrote about pension charges and the difference between poor practice and malpractice . At some point the value for money swing-ometre  tips into rip-off territory and it’s almost always when those managing its costs of a scheme, stop acting … Continue reading

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Bad practice or malpractice?


Johnson hath spoken! Michael is one of the few people who owes the financial services industry nothing. His voice is independent and trustworthy and his latest contribution to the debate on how we fund our retirement is welcome Pensions are … Continue reading

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The lady’s not for turning.


For reasons that weren’t particularly obvious , a random group crammed into a much too small committee room in the House of Lords on Wednesday night for a round table with the new pensions minister. It was a hot day that … Continue reading

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The perils of Pre-Selection


Yesterday was dominated by one word – choice. During the day I attended the ICAEW Auto-enrolment conference with around 120 accountants. It was a very serious event, enlivened by an outburst from the floor as an accountant objected to the … Continue reading

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High risk, medium risk , low risk? No idea! Guest blog from Ralph Frank


How many times have you been asked whether you have a high, medium or low risk tolerance?  Perhaps the question has been phrased differently, testing if you are an aggressive, moderate or conservative investor? You might even have had your … Continue reading

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MoneyHub – financial education’s future?


I met yesterday with Toby Hughes, CEO of MoneyHub, one of the very few people in financial services who I could properly call visionary. Like most visionaries, his big idea is very simple. He and his CTO Dave Toge talked … Continue reading

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