Monthly Archives: November 2018

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

Posted on November 30, 2018 by

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!

Posted on November 30, 2018 by

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

Posted on November 29, 2018 by

  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

Posted on November 28, 2018 by

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

Posted on November 27, 2018 by

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

Posted in pensions | Tagged , , , | 1 Comment

Is the tide turning in favour of pensions?

Posted on November 26, 2018 by

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?

Posted on November 25, 2018 by

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

Posted on November 24, 2018 by

  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.

Posted on November 23, 2018 by

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!

Posted on November 22, 2018 by

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