Monthly Archives: May 2019

Grand designs from Dolphin Trust

If you want to invest in Dolphin Trust , you can still do so by following the link behind the advertisement above.(though the telephone number doesn’t work and you’ll just be handing your contact details to a sales team if … Continue reading

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

These aren’t “apples and oranges” – just pension pots

There came a point as I was reading another article in the FT (about the time it takes to switch pension pots) that I lost my temper. That point was when I read this Mercer says comparing individual pension policies … Continue reading

Posted in pensions | Leave a comment

You want to help people engage with pensions? WATCH THIS!

Wow! Quietroom have put together a short video of clips of  people confronted by the investments in their pensions. The video also sees what happens when people see a “stunning list of good things” There are a couple of clips … Continue reading

Posted in pensions | Tagged , , , | Leave a comment

AgeWage Seedrs round closes today (in our end is our beginning).

Today is the last day you will be able to invest in AgeWage (at the current price) on the Seedrs Platform. If you are a Direct Investor and wish to invest £5,000 or more, you can apply for shares using … Continue reading

Posted in advice gap, age wage, pensions | Leave a comment

From Osborne to CDC

Take one; – macro-economics at BlackRock Yesterday was a day of wild cycle rides accross the streets of London to the offices of Aon, Alliance Bernstein and the palatial conference rooms of the Rosebury Hotel. I was in search of … Continue reading

Posted in advice gap, age wage, CDC, pensions | Leave a comment

Why Hammond cannot scrap the pensions taper.

Very welcome response to the Chancellor on the impact of pension tax changes on the NHS. Will await the announcement from the Health Secretary with interest. Thanks to @TheBMA @nhsemployers @JosephineCumbo @goldstone_tony and so many others for helping me push … Continue reading

Posted in pensions | Leave a comment

British Steel – workplace pensions go missing

Maria Espadinha’s  excellent article in the FT’s Advisor clarifies to financial advisers that were Greybull to go into administration, there would be no impact on the new BSPS.  It’s a timely reminder as there will undoubtedly be increased vulnerability amongst traumatised … Continue reading

Posted in advice gap, BSPS, pensions | Tagged , , , , , , | 6 Comments

Five things that surprised me at the LawDeb Debate

And the results are in at the #LawDebDebate. An indicative vote versus the final result show a dramatic swing following the speakers taking to the stage pic.twitter.com/1EK1uxs9s6 — Law Debenture (@law_debenture) 20 May 2019   I didn’t go to my … Continue reading

Posted in governance, pensions | Tagged , , , , , | Leave a comment

MPs call the conflicts of contingent charging

FCA under renewed pressure from MPs to ban contingent charging for #pensions advice https://t.co/ET5dOtTcKI — Josephine Cumbo (@JosephineCumbo) May 16, 2019 This is good news. The pressure on the FCA to ban contingent charging for pension advice must continue. Because … Continue reading

Posted in pensions | Tagged , , , , , , | 1 Comment

The return of the rogue advisor

This article first appeared in the Times and is by David Byers. Thanks to David for giving me , Al, Angie and Steve the chance to talk about this important topic Companies accused of bad practice are starting anew — … Continue reading

Posted in pensions | 5 Comments