Monthly Archives: April 2020
St James Place scrutinised by its GAA
Whatever advisers may think of SJP, policyholders believe they get value for money. As it is quite obvious that they could get better outcomes for their money elsewhere, we must assume that VFM for SJP policyholders is a matter of … Continue reading
A library of COVID-19 actuarial responses
When I posted this library, the actuaries who’ve blogged had no central library of their work. So I published their articles on my blog and curated them here. All the articles they’ve written have also been published on linked in … Continue reading
Posted in actuaries, age wage, coronavirus, pensions
Tagged Actuarial response, COVID19, internet, Stuart McDonald
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Legal & General – recovering
I wasn’t good at learning on management courses, but I did once write down and remember this list Acknowledge your mistakes. Never try to cover up or blame others for what went wrong. … Learn from your mistakes. Once you learn from your mistakes, don’t repeat them. … Continue reading
Actuaries make this Friday good – their weekly Covid19 round-up.
The authors, Matt Fletcher (left) and Dan Ryan (right) Every week, more is written on COVID-19 than any individual could possibly read. Collectively, the COVID19 Actuaries Response Group read more about the outbreak than most, so they’ve decided each … Continue reading
Posted in actuaries, coronavirus, pensions
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Actuaries – are doing it – doing it!
Mohammed Khan and Gary McInally Q. How do you get 400 actuaries to work together at one week’s notice? A. Issue a call to arms with a strong social purpose. I’m not an actuary, but I promote their profession … Continue reading
Posted in actuaries, advice gap, pensions
Tagged Actuires, Covid-19, Covid-19 Actuaries Response Group
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Old Mutual’s IGC – much improved!
Last year I gave Old Mutual’s IGC Chair Statement the thumbs down . This year’s statement is a great improvement. It will be the last from Old Mutual as the book of business looked after by Richard Butcher, Ian Costain, … Continue reading
Posted in advice gap, age wage, IGC, pensions
Tagged IGC, Old Mutual, pension, Richard Butcher
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Should we furlough the pensions dashboard?
Until someone delivers a date for the “Dashboard Available Point” – we can have no concrete expectation. Someone is going to have to be brave! https://t.co/2mkk8tWTD8 — Henry Tapper (@henryhtapper) April 8, 2020 The Pension Dashboard took a tiny step … Continue reading
Posted in advice gap, age wage, Dashboard, dc pensions, pensions
Tagged Act, Dashboard, Find and view, Pension Dasshboard, pensions, Understand
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Virgin Money’s IGC sees red
Sir David Chapman is one IGC Chair who does not promote his provider. For five years he’s been demanding an upgrade to the default fund the 80,000 or so savers in the Virgin Money stakeholder pension have been stuck … Continue reading
Posted in IGC, pensions
Tagged IGC, pension, Sir David Chapman, Virgin Money, Virgin Stakeholder Pension
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The FCA awakens
Yesterday was the day that Chris Woollard, the FCA’s new CEO, stepped up to the plate and took command. It began with the publication of the the FCA’s 2020/21 Business Plan What followed was guidance to regulated firms about … Continue reading
Posted in pensions
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Does Aegon’s IGC deliver “what matters most to us”?
Aegon’s IGC Chair Statement has been published , you can read it here Helpfully Ian Pittaway and Helen Parker have a conversation on the IGC’s activities on the video. Unfortunately, video has a habit of turning lawyers into marketing people … Continue reading