Monthly Archives: October 2020
Four ways for financial advisers to open for change
The self-referencing loop Caught in a self-referencing loop, the debate about how financial advice can involve seems doomed to repeat itself indefinitely. Last night I listened to four experts (who weren’t practicing financial advisers) discuss for 90 minutes how financial … Continue reading
Posted in pensions
Tagged Financial Technology, Martyn Lewis, open finance, open money, Technology
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Can the virus mutate? – Dan Ryan explores
http://covid-arg.com Tracking the mutation potential of SARS-CoV-2 COVID-19 Actuaries Response Group – Learn. … Continue reading
The Opperman/Woollard file
In a comment on a recent blog, Derek Scott mentioned correspondence between the Pensions Minister and the FCA, correspondence that was referred to by Guy Opperman in his Zoom to the FCA yesterday. Since Martyn Lewis challenged the “national disease … Continue reading
Opperman lays out his 2021 agenda at the PLSA
How far we’ve come from ministers reading out statements at pension conferences with no questions flanked at entry and exit by flunkies. Yesterday we had an open- shirted Pensions Minister delivering , seemingly without notes and within the intimacy of … Continue reading
Posted in advice gap, age wage
Tagged auto enrolment, Business, Guy Opperman, pension minister
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L&G puts our money where its mouth is.
Putting our money where its mouth is When it comes to adopting environmental , social and governance tilts into funds, L&G and their investment arm LGIM have been to the fore. First they launched a global equity fund with … Continue reading
Billy Burrows – the annuity case
About Annuities Hopefully, you will know what an annuity is? It is a policy which converts a capital lump sum (e.g. your pension pot) into guaranteed regular (monthly) income payments. If you would like to know more about annuities, please … Continue reading
Why there’s no pension aisle in the MoneySupermarket (pt 94)_
Martyn Lewis spoke at the PLSA virtual conference yesterday. It’s not easy to see how many were listening but I was as his contributions to the world of pension provision, though few, are valued. Speaking from home, Lewis explained the … Continue reading
Posted in pensions
Tagged Martyn Lewis, Money Supermarket, MSM, Pension Aisle, Pensions, PLSA
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PLSA calls for its own regulatory regime to help us spend our pensions
The Retirement Living Standards were an initiative that the PLSA should be proud of and I’m glad to see WTW’s Lifesight integrating them into its modelling tools for its savers (announced yesterday). The difficult second album is to find … Continue reading
Global and UK Economic Recovery up to September 2020
Covid-19.arg Global and UK Economic Recovery up to September 2020 COVID-19 Actuaries Response Group – Learn. Share. Educate. Influence. Summary There are clear signs of economic recovery in the UK following the lockdown between March and June, as … Continue reading
Posted in advice gap, coronavirus
Tagged actuaries, Business and Economy, Covid-19, Economy, Joseph Lu
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How to standardise value for money assessments
Additional evidence to support AgeWage’s submission to the DWP’s consultation on Improving Outcomes for Members of DC schemes. Summary of submission AgeWage has submitted answers to the three questions asked about Chapter 1 – encouraging consolidation. In summary 1.We … Continue reading
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