Monthly Archives: February 2019

“Can we have our money back?” Pension PlayPen lunch- Monday

Monday 4th Feb – 12.30 – Counting House, 50 Cornhill   At this lunch we will be discussing whether we are doing enough to help people claim on their pension pots and get their money back as they would like. … Continue reading

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Not all recycling’s in the public interest!

A lot of people are confused about taking money out of their pensions and the pensions industry isn’t being very helpful in encouraging people to have their money back (funny that!). So when I read a headline in the Financial … Continue reading

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

Al Rush has made the difference

  I’m surprised , a little freaked out – to be on a list of candidates for Professional Adviser’s personality of the year. You can vote for me, but I’d rather you didn’t. I’d rather you voted for Al Rush … Continue reading

Posted in advice gap, age wage, pensions | 4 Comments

The DC landscape – littered with small pots!

The Pensions Regulator has published its landscape of trust based Defined Contribution plans in the UK. It’s most easily viewed in this presentation. , If you have flipped through the ten slides, you will have missed the most interesting statistic in … Continue reading

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Breaking trust and breaking wind! Lifesight’s problem with property rights.

One of the things ordinary people fear most about spending on their retirement, is giving money to institutions they know nothing about and having very little say in the management of their money. No matter how hard I used to … Continue reading

Posted in actuaries, advice gap, age wage, brand, pensions | 2 Comments