Monthly Archives: November 2018

“When they get big enough – we’ll buy them”


I remember years ago hearing the story of a start-up that wanted to be acquired by the big incumbent institutions. The founder was struggling to succeed, and felt that an easy exit through acquisition was the best way to go. … Continue reading

Posted in pensions | 1 Comment

Lost your pension? Play snakes and ladders – for all the DWP cares!


This morning I will be on local radio with five minutes to answer this question. The question’s prompted by a listener to Hereford and Worcester Radio who is sure he/she had a pension with someone somewhere but can’t remember much … Continue reading

Posted in advice gap, age wage, pensions | Tagged , , , | 2 Comments

CDC and the actuarial profession


  I am not an actuary, I work with actuaries and I work for an actuarial firm. I stand up for actuaries and I praise them where praise is due. Yesterday saw an attack on the actuarial profession on twitter … Continue reading

Posted in actuaries, pensions | Tagged , , , , , , , , | 9 Comments

Stand aside for NextGen Pensions


As any gardener can tell you, to allow next year’s crop to come through, you need to prune your canes or shrubs or bushes in the autumn. The problem for the next generation of pensions folk is that opportunities are … Continue reading

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Pension Wise; demand outstrips supply


I got many of my clients into a pension pot and I’m determined to get their money our of it! Continue reading

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Is the tide turning in favour of pensions?


As we reach the last few weeks of the year, I’ve been looking at the stories that are dominating the pension landscape and increasingly they are positive. Despite UK and global equity markets being down on the year, pensions are … Continue reading

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How green is my workplace pension?


I hadn’t thought of Grant Thornton as thought leaders in pensions. On Friday I met with an old friend – Sandy Trust to talk about value for money. Well that’s what I thought we’d talk about- but Sandy –  canny … Continue reading

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Getting a result from your pension


  TPAS have a very simple acronym AGE. It stands for “Assist – Guide- Equip”. When we meet at AgeWage to discuss how people navigate to the things they want to find, we use AGE as our method. Assistance comes … Continue reading

Posted in age wage, pensions | Tagged , , , , , | 5 Comments

Now that’s what I call financial advice.


I’m quoting Al Rush from the Facebook post he made yesterday evening following the meetings of steelworkers with MPs and Regulators yesterday.  Al’s message to the steelmen Sometimes, in my line of work, it can be dispiriting to work for … Continue reading

Posted in BSPS, pensions | Tagged , , , , , , | 4 Comments

For the ripped-off steelworkers – today’s about doing it together!


This morning, around 15 Port Talbot steelworkers will make their way from Paddington to Westminster to meet MPs – keen to help them in their pension plight. They will be greeted at the Cromwell Gate by a lot of media … Continue reading

Posted in BSPS, pensions | Tagged , , , , | 2 Comments