Monthly Archives: February 2020
Steve Conley asks if Google’s the “Wild West” of Independent Advice?
When all you are looking for is the best advice or best outcome for your finances. Investors face ‘wild west’ in hunt for independent advice, is the conclusion of Telegraph Money 22/02/20; As lead generators that advertise on Google against … Continue reading
Pentechs – time for us to get organised?
I’m running a meeting in WeWork Moorgate on 4th March at 4pm. The seminar is for people who are serious about pensions technology as a service. I mean technology as a means of improving the efficiency and value for … Continue reading
In a fighting mood!
Tyson Fury Having been up watching the #FuryWilder2 I’m in a fighting mood. Well done the Gipsy King. I’ve been watching the documentaries – especially the sight of Tyson Fury spending his money. Nobody begrudges this man his lifestyle and … Continue reading
If Tyson Fury did GMP….
Sackers partner Claire Carey said that because the guidance makes clear that an increase to benefits solely for GMP equalisation purposes will not count as ‘benefit accrual’, and so should not result in the loss of fixed protection, those … Continue reading
Small pension pots are no good at all
In the bad old days, a member of an occupational pension scheme could save for nearly five years and – if they left their employer – be entitled only to a return of their contribution. For the job-hopper things improved … Continue reading
What is MAPS doing for the elderly poor?
Why don’t those poor and old claim their benefits? It’s benefits not savings that top up the in retirement income of millions of British citizens, but the amount of time devoted to benefit take-up (as compared to savings rates) is … Continue reading
Have the Treasury got a pension plan – or just a jerky knee?
You might not like the thought of paying tax on your pension contributions, but it’s coming They’ve done it once and they could do it again. The Treasury could change pension saving as radically as they changed pension spending. … Continue reading
Polarised or bi-polar? DB transfers today.
Back in November, I reported on Ruston Smith’s initiative at Tesco to provide his colleagues with help finding the right type of adviser. AgeWage had been helping Ruston promote this to other firms earlier in the year and I’m glad … Continue reading