Monthly Archives: November 2014

Is there a place for digital advice in pensions?

Posted on November 14, 2014 by henry tapper

  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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BRITAIN’S BIGGEST TABOOS: 20 MILLION PEOPLE STRESSED ABOUT FINANCES, YET TALKING ABOUT MONEY REMAINS OFF LIMITS

Posted on November 13, 2014 by henry tapper

I don’t normally do press releases on here, I will make an exception here. People are embarrassed about money – when it’s their money they are talking about. The taboos about debt, wealth and financial planning are real and we need … Continue reading →

Posted in pension playpen, pensions, Retirement, welfare, with-profits | Tagged , , , , , , , , , , , , | 2 Comments

Why not have a goal? It need not be set in stone.

Posted on November 12, 2014 by henry tapper

   The majority of the population finds financial and investment matters to be confusing, at best, and intimidating.  Recent legislative changes, particularly those related to freedom and choice at retirement, have increased the level of intimidation to such an extent … Continue reading →

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“Living longer? -Epic. Needing to pay for it? -Challenging”. Vivi Friedgut on long-term saving.

Posted on November 12, 2014 by henry tapper

Have fun when you’re young, enjoy yourself, you only live once and the future will take care of yourself. Ever been given that advice? Nice sound-bites but only really applicable to those fortunate enough to have a large financial safety … Continue reading →

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

Posted on November 11, 2014 by henry tapper

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 for start-ups – you having a laugh?

Posted on November 10, 2014 by henry tapper

Well “no” actually! This article sets out to explain why even the youngest of companies should be planning for pensions. Pension planning isn’t top of the list for entrepreneurs, most hope their business will become their pension. But there are good … Continue reading →

Posted in accountants, advice gap, auto-enrolment, Payroll, pension playpen, pensions, Pensions Regulator, Start ups | Tagged , , , , , , , , , , , , | Leave a comment

The Lord Mayor’s Show – don’t you know! (photoblog)

Posted on November 9, 2014 by henry tapper

This gallery contains 41 photos.

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

Posted on November 9, 2014 by henry tapper

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

Posted on November 8, 2014 by henry tapper

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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Straight talking from the IMA on charges?

Posted on November 8, 2014 by henry tapper

  In one of the least incisive video interviews I’ve seen this year, here’s Ian Smith of Pensions Week quizzing Jonathan Lipkin- IMA Director of Public Policy Decision- on how the IMA and its members are facing up to the … Continue reading →

Posted in FCA, Financial Conduct Authority, Financial Education, governance, pensions | Tagged , , , , , , , , , , , , , | 5 Comments