Monthly Archives: February 2020
It’s not the customers who needs to change – it’s the advice they get.
Just eight per cent of the 2,011 39-54-year olds captured in the nationwide ‘Generation X Retirement Prospects’ study commissioned by pensions specialist fintech company Dunstan Thomas, have consulted an Independent Financial Adviser in the last 12 months. These findings … Continue reading
Posted in advice gap, pensions
Tagged advice, advisor, Dunstan Thomas, inheritance, pensions
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When simple is harder than complex
Unfortunately complexity is a problem we see all too regularly in finance and investment, for the simple reason that complexity sells. Why? In this thoughtful article, Andrew Linz, a young consultant at Lane Clark and Peacock, challenges accepted wisdom. This … Continue reading
DWP’s blooper – find, forgive and forget.
As Twitterstorms go – it wasn’t in the Dennis or Ciara category, but this video put out by the DWP has got some notable tongues wagging I wouldn’t expect much nuance in a video for Twitter, but “your funds grow … Continue reading
Resourceful or complacent – is Gen X saving enough?
By any conventional yardstick, Generation Xers arenot saving enough to retire in their sixties. This is the first finding of a remarkable piece of research by Dunstan Thomas, one of our true “pentechs”. But have conventional yardsticks have validity to … Continue reading
UCU and UUK “please pack it in!”
My view is simple, the Joint Expert Panel was set up to prevent further disruption, please don’t disrupt further. Continue reading
The progressive pension agenda this country needs
Guy Opperman now enjoys the prospect of becoming Britain’s longest serving pensions minister. I hope that he and his team get to read from me and others, that we can have a fairer, more inclusive deal for those in later … Continue reading
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Frightened and feeling vulnerable?
The death of Caroline Flack will frighten many people. Her troubled life ended at 40 when she had so much more to offer. A meaningful response came from Scott Bryan (via Jo Cumbo). Such news can be very difficult for … Continue reading
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Our right to dream of a fairer deal for older people.
It’s been another brutal week in politics. I’m glad that the pensions team in place at the start of it – remain in place at the end of it. I’m pleased that Guy Opperman remains our pensions minister. As my … Continue reading
Posted in age wage, pensions
Tagged AgeWage, CARE, change, ESG, Guy Opperman, NHS, PLSA, Tax, Teresa Coffey, Treasury, trust
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“Pensions Love Stranded Assets”
That’s what the PLSA are unkindly known as in ESG circles. This reputation has been enhanced during the week by their characterisation of the DWP as “giving unprecedented new powers to Government bodies to interfere and request changes to private … Continue reading
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Guy Opperman stays our pension minister
This is good news for pensions https://t.co/uukUkepXpm — Henry Tapper (@henryhtapper) February 14, 2020 This is not me lobbying , this is me speaking as I find it. It is good for pensions in general but specifically for the pensions … Continue reading
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