Monthly Archives: May 2019
Championing better funds – well done Chris Sier
And last but by no means least our 2019 industry champions are … #PIPA2019 @SierChris @margaretsnowdon pic.twitter.com/ImeRIye3Tr — Pensions Expert (@pensions_expert) May 15, 2019 It’s good to see Chris get this award and see him in his kilt Congratulations to … Continue reading
Posted in advice gap, FCA, pensions
Tagged AgeWage, Awards, Clearglass, Funds, LGPS, pensions
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Roll up – roll up – for the greatest DC show on earth
Apply For a Delegate Pass I’m helping organise and sponsoring this great event and I want as many of my readers to attend as possible. So you can join great people like these Discussing an agenda that is as fine … Continue reading
Posted in pensions
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Financial crime – can we stand idly by?
Below’s some correspondence with a senior person in the FCA. Message sent Wednesday April 23d Hi XXX Following on from your recent talk at the MM event, I’m bringing this to your attention https://henrytapper.com/2019/04/23/the-bitcoin-scam-thats-on-your-feeds-today/ This is an unregulated investment … Continue reading
Posted in pensions
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Pensions are boring – investments are not
My son and I had a working lunch with Newton Investment Management yesterday and very instructive that lunch was. Olly said to me afterwards that the only way he (as a 21 year old first jobber) could get interested by … Continue reading
Posted in pensions
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No meat in the pie! Investment pathways
Yesterday’s pension play pen lunch brought together a small but enthusiastic group of us to discuss whether the FCA’s planned in retirement investment pathways, would bridge the advice gap identified by FAMR and the Retirement Outcomes Review. If that sounds … Continue reading
Posted in advice gap, pensions
Tagged advice gap, Lifesight, pensions, wealth management, WTW
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Finding “gone-aways” ; pension providers £20bn lost-pot problem
The curse of pot proliferation The Observer ran a good piece on the £20bn the PPI estimate is lost pension money. The ABI put this figure at £19.4bn but with these macro stats, both estimates are close enough to give … Continue reading
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Towards a new pension funding code
On Thursday, David Fairs, head of policy at the Pensions Regulator delivered a keynote speech to 200 or so delegates at the First Actuarial client conference. He did so a couple of hours after publishing a blog which has … Continue reading
Posted in de-risking, pensions, Pensions Regulator
Tagged David Fairs, DB, First actuarail, IFA, pensions, TPR
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How glorious to be English!
I am sitting aboard Lady Lucy in the millpond at Hurley awaiting today’s guests. The sun is shining and there is only the slightest of breeze. Coots are nest-building and swans glide past me hoping that I will feed … Continue reading
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So what the f**k is pentech?
People often ask me what the f*ck is “Pentech”. Well they don’t really – I ask myself that and then imagine that everyone is asking the same question. But as people continue to follow and maybe read my blog, I … Continue reading
First Actuarial’s client conference in tweets
First Actuarial had its first client conference yesterday, if you weren’t there, it’s probably because you aren’t a client. Make sure that doesn’t happen again next year! Here’s what you got/missed Hi Mark Riches introduces First Actuarial’s first client conference … Continue reading
Posted in First Actuarial, pensions
Tagged #firstconf, CDC, DB, dc, first actuarial, Hilary Salt, Matthew Taylor, pensions, RSA
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