Monthly Archives: March 2020

Putting “transfer” in employer’s heads

Since 2012, the industry has self regulated pension transfer exercises where employers offer staff a financial incentive, to quit good quality schemes. Industry leaders are now calling for the Govt to intervene after saying self-regulation is failing https://t.co/sSwvLQG94A — Josephine … Continue reading

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What will Isio mean for pensions?

Over the weekend I saw a number of my pension contacts leaving KPMG and joining Isio. I couldn’t work out what Isio was until the FT ran an article about this new consultancy launching today. If I was in the … Continue reading

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Why pensions and dashboards, need to be open – Matt Burrell blogs.

I always thought the ABI needed some left field thinking on the pensions dashboard, and they’ve got it in Matt Burrell who has written a blog that’s argues that pension providers are best trusted to show us our pension data. … Continue reading

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Lead generation; little value for a lot of money.

Most internet comparison pages are misleading and should be taken down We have a problem with internet lead generation which has been investigated by Laura Purkess and promoted by Jack Gilbert. Here is the twitter thread (note these are screenshots … Continue reading

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Should it cost an IFA £1500 to onboard a new client?

The unfortunate risks of “advice on the cheap” Should it cost an IFA £1500 to onboard a client This is not a trick question , it is a genuine one. It stems from a tweet directed at me by Rob … Continue reading

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Adding life to our years, not just years to our lives.

  “What all of us want, as we age, is to add life to our years, rather than just years to life. An extended middle age is not unique to US politicians. It should be available to everyone — and … Continue reading

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