Tag Archives: pension playpen

21st Century Retirement Income Update


  Well here I am in a Village hotel under the M1 seven miles south of Leeds to chair a day long conference on the opportunities for financial advisers from George Osborne’s Budget Changes (the photo is the lovely view … Continue reading

Posted in corporate governance, First Actuarial, NEST, pensions | Tagged , , , , , , , , , , , , , , , , | Leave a comment

“Nest’s auto-enrolment -innit!” – “no it ain’t!”


  Auto-enrolment and NEST are synonymous to many. Hugh Pym, the BBC’s chief economic correspondent  told me he thought you could only auto-enrol into NEST and the mistake was repeated by Rachel Burden this morning on auto-enrolment. Rachel told the listeners … Continue reading

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Will some employers need their own IGCs?


  This blog’s for any employer or adviser with an existing workplace pension scheme (GPP or Stakeholder Pension), where you chose the funds offered to your staff.   I asked a question of the Pensions Regulator this week. He’d put … Continue reading

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Beyond compliance…how to integrate your workplace pension into your business


What is your organisation trying to get out of auto-enrolment? The answer will be as diverse as our business strategies! If we had to generalise, we at First Actuarial would chuck all the answers into two buckets; Bucket One is … Continue reading

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“Agency has its advantages”; using Pension PlayPen with your clients


What’s this all about? In 2014, Pension PlayPen wants to build a network of 1000 agents – people and organisations wanting to use our Choose A Pension Service to help their clients get a good workplace pension in advance of … Continue reading

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Governance not glumervance


I am for good DC governance but I am not for DC glumervance. Glumervance is “glum governance” as preached by the puritan new model trustee. This is how on trustee firm explained the new measures for savers in the DWP Command Paper “the … Continue reading

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Time for an upgrade?


The fireworks came from the Treasury but amidst the noise and smoke, the DWP’s Command Paper, poses some challenges for many of the 10,000 employers who’ve staged auto-enrolment. By April 2015, we can expect workplace pensions qualifying to be used … Continue reading

Posted in advice gap, auto-enrolment, customer service, dc pensions, pension playpen | Tagged , , , , , , , , , , , | Leave a comment

The Pension Play Pen lunch gives a thumbs up for the new Annuity Framework


A victim of Osborne’s success We were a victim of George’s success on Monday (7th April) as nearly 40 of us spilled out of the gallery room and occupied most of the Counting House’s second floor! Handing over £500 in cash … Continue reading

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Putting financial bloggers in their place


    Yesterday was interesting. I was shortlisted for Pensions Personality of the year  –  thanks to all who voted Pension Play Pen was shortlisted for technology solutions provider of the year - please vote here Another media awards event , the ABI … Continue reading

Posted in advice gap, Blogging, journalism, Martin Lewis | Tagged , , , , , , , , , , , , , , , , | 2 Comments

PQM – under new management, deserves a second chance


  News that Adrian Boulding has taken the chair at the Pension Quality Mark and that its new MD is crack Kiwi-saver Justine Tate, roused me to re-engage with a venture I had thought as much use as a chocolate … Continue reading

Posted in advice gap, auto-enrolment, dc pensions, pension playpen, pensions, Retirement | Tagged , , , , , , , , , , , , , , | Leave a comment