Tag Archives: pension playpen

“Investing for the long-term” – guest blog from Ralph Frank


The Financial Services Consumer Panel (“FSCP”) recently published a number of suggested options for reform of the governance, disclosure and pricing of investment products.  These options were based on the findings of two studies, one by Rajiv Jaitly and the … Continue reading

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The time to clean up drawdon’s NOW!


We owe it to ourselves as Pension Professionals to make sure that we treat our customers fairly. Over the past three years we have seen a move to restore confidence in pensions, the RDR, auto-enrolment and the pension freedoms introduced … Continue reading

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The fine line between “patronising” and “paternal”.


Last week Tom Mcphail (Hargreaves Lansdown) had a go at Teresa Fritz (financial Services Consumer Council and MAS) about the need for advice. You’d expect the two to clash, FSCS and MAS are not much loved by advisers who see it as an incompetent … Continue reading

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Is there a place for digital advice in pensions?


  I spoke yesterday at the Pershing Conference in Westminster. My pal David Calfo who is managing many of the seismic changes at the University Superanuaition Scheme  spoke with me and the session was chaired by Pershing’s Gerard Wellesley. It … Continue reading

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53 not out – but the Grim Reaper is bowling first change


When you are young you regard birthdays as a staging post to growing up. When you are over50 they become markers  to the cemetery These cheery thoughts – “intimations on mortality” as Wordsworth described them, are with me as I listen to Leonard … Continue reading

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Pensions are yours to spend – but how do you get to the shops?


Ours to spend! If I were to give you £100,000 and tell you that that was to bide you over to the end of your life you might initially be excited – you might then become apprehensive and you might … Continue reading

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Why don’t people trust pensions and pension sellers? Guest Blog from Mark Scantlebury


These are the unregulated thoughts of seven guys and one gal, having a chat over a Pension Play Pen pint and a pie. Please, don’t construe any of this as any sort of advice. We take no responsibility for what … Continue reading

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Am I being unfairly targeted?


It was all going so well. We’d had a great day working and a great night playing and we’d made it back to chalet 147 at Center parks and were tucked up in bed. But one of our company us was … Continue reading

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How to have fun without breaking the bank


Well you wouldn’t have thought that the newly opened Center Parcs near Woburn would afford 200 actuaries and pension geeks a good time. But you’d be reckoning without the child within that drives First Actuarial at work and play. The … Continue reading

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10 reasons why I’m proud to work for @firstactuarial


No wonder we’ve been nominated as Actuarial Employer of the Year. Wouldn’t you rather be working for us? Continue reading

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