Tag Archives: pensions

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

Posted in auto-enrolment, leadership, pensions, Pensions Regulator, Retirement | Tagged , , , , , , , , , , , , , , , | Leave a comment

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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Making sense of the Budget’s Pension Changes


Everyone knows that the changes in the taxation of pensions announced in the budget and now working their way into law – are going to make a big difference. But just how will they affect you and what can you … Continue reading

Posted in Payroll, pension playpen, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , | Leave a comment

How much should I spend on retirement?


People get frightened by this question – they shouldn’t! The simple answer is that we all pay into a national pension scheme through national insurance and you can find out what you’re likely to get from the State we completing … Continue reading

Posted in Blogging, Debt, journalism, Payroll, pension playpen, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

A beginner’s guide to annuities


Annuities haven’t got a very good name at the moment. They are blamed for many problems which are not their fault. One problem with annuities is that most people don’t understand them! Another problem with annuities is that people have … Continue reading

Posted in advice gap, annuity, pension playpen, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , | 1 Comment

So how am I preparing my finances for retirement?


  The question, I got asked the other days was what I was doing for myself – rather than what I’m telling others to do – as I prepare for retirement. In summary-I am adopting a wait and see strategy. … Continue reading

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More thoughts on the future of the Pensions Regulator.


  Yesterday , Professional Pensions advertised my blog “two into one can go” under the more contentious headline “why tPR has had its day“. I’ve given Jack Jones editorial licence and the headline’s fine with me. It was a bad … Continue reading

Posted in FCA, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

Why I work for First Actuarial


  First Actuarial celebrates its 10th anniversary this year and it has a lot to celebrate Record profits with turnover up from £12.5m to £14m All nine of the original Founders in place – now joined by a further 8 … Continue reading

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What did you do in the war Daddy?


One of the most successful recruitment campaigns ever- focussed on this simple question. It asked young men to imagine themselves once the fighting stopped having to explain to those in their care the contribution they’d made to the war effort. … Continue reading

Posted in accountants, advice gap, annuity, corporate governance, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , , | Leave a comment

Pension PlayPen respond to FCA on IGCs and DC Governance


This is less of a blog – more of an epic! If you want to have a go yourself, the link is to http://www.fca.org.uk/your-fca/documents/consultation-papers/cp14-16-response-form   The Pension PlayPen’s response was submitted online and this text is what we got back … Continue reading

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