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- @NJM71 @BroughamR @DavidPenneyPRW @IanMuseTweets My apologies- it does get tax relief- my bad.Restoring confidence in pensions 10 hours ago
- @BroughamR @NJM71 @DavidPenneyPRW @IanMuseTweets The £50 payment for referring a friend does not attract relief at… twitter.com/i/web/status/1…Restoring confidence in pensions 11 hours ago
- @NJM71 Get some automation into your systems and processes Nic!Restoring confidence in pensions 11 hours ago
- I have worked for TPAs , insurers and SIPPs - I know my way around the back office. The essential differences come… twitter.com/i/web/status/1…Restoring confidence in pensions 12 hours ago
- So what more due diligence do you want doing on @pensionbee @HLInvest @thenutmegteam @wealthify_com @penfold… twitter.com/i/web/status/1…Restoring confidence in pensions 12 hours ago
Monthly Archives: September 2020
Could small pots be auto-enrolment’s lethal legacy?
50m at 2050 I spoke with Adrian Boulding last week on the issue of small pots. There are various estimates of the likely extent of the problem, the one I quote comes from DWP research which suggests that unless something … Continue reading
What will be the Government’s pension agenda for 2021?
This article is about the DWP’s pension policy agenda and my view of what matters to the Pensions Minister and his department. Opperman has shown considerable leadership in recent years and my view is that he is in a strong … Continue reading
Posted in Blogging
Tagged #pensions, Guy Opperman, Pension Dashboard, Pensions, ppf, Sharon Bowles, standards
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TPR’s funding dilemma increases
In an article in FTfm this morning , Guillaume Prache, MD of Better Finance (a EU wide organisation representing savers) claims that EU Governments have deliberately chosen to sacrifice the financial security of pension savers in favour of artificial … Continue reading
What’s going on in our hospitals? – Stuart McDonald dives into the latest data.
Stuart McDonald is lucid, generous and understands how to use social media. He has kept his powder dry over the safer months of summer, but now the winter chill is upon us, he is back turning data into the insights … Continue reading
Manita Khuller wins in Guernsey; justice is done but questions remain.
Manita Khuller won her appeal against Guernsey-based trustee FNB International. In November of last year I published details of the scam she suffered and her court claim for restitution (which she lost). Shortly after I published an open letter from barrister Niall Coburn … Continue reading
Posted in pensions
Tagged FNB, FNB international, Guernsey, IOM, Manita Khuller, Quilter, Roger Berry, Royal Court of Guernsey, Royal Skandia
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David Butcher – “silver drummer” and man of the hour.
It is extremely important that we hear more from David Butcher. The good news is that he is now at Scottish Widows and on both its IGC Committee and Master Trust Board. Stephanie Hawthorne has drawn an accurate … Continue reading
Posted in age wage, pensions
Tagged David BUtcher, IGC, Invesco, master trust, Scottish Widows, silver drummer
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C19 actuaries 23rd weekly report (snaking all over)
The Weekend Report – Issue 23 By Matthew Fletcher, Nicola Oliver and John Roberts COVID-19 Actuaries Response Group – Learn. Share. Educate. Influence. COVID-19 is still one of the hottest topics for scientific papers and articles. The COVID‑19 Actuaries Response … Continue reading
Posted in coronavirus
Tagged #covid19, actuaries, C19 Actuaries Response Group, Covid-19, john roberts, Nicola Oliver
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“We are only accepting digital signatures from IFA firms that do business with us”.
It was a short email to one of my colleagues…. At this stage we are only accepting digital signatures from IFA firms who introduce new business to us. So AgeWage was not going to be privileged with the data requested … Continue reading
Posted in pensions
Tagged #pensions, Bad practice, Dashboard, e-signatures, Law Commission, Pension Dashboard, Pensions
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QE cooked the 4% rule and LCP explain why.
Dan Mikulskis and Phil Boyle have produced an epic as one of LCP’s “on point” papers. The 4% rule is one of the few rules of thumb that we are left to cling on to when facing what Bill Sharpe … Continue reading