Monthly Archives: May 2021

Pension Dashboards – reasons to be cheerful!

 Watch the video and take pleasure in the thought that a properly functioning pension dashboard could be created in seconds on a tool in your pocket as early as the year after next. After years of faffing about – … Continue reading

Posted in pensions | Tagged , , , , , , | Leave a comment

Top down or bottom up? How do we assess the value we are getting for our money?

  Later this week, Britain gets its first ever conference focused entirely on value for money. I’ll be speaking on a panel with Chris Sier who runs ClearGlass (but also helped found AgeWage). Chris’ work looks at the money side … Continue reading

Posted in pensions | Tagged , | Leave a comment

MUCcy business from payroll scammers

  File on Four appear to have discovered a serious payroll fraud on Government (eg our) revenues. This will be played out on Tuesday evening at 8pm. From the bones of the story, available here, Anna Meisel and Angus Crawford … Continue reading

Posted in pensions | Tagged , , , , | 1 Comment

Can Pension Wise deliver a financial vaccine?

Yet another consultation (the 11th this year) arrives from the FCA, looking to nudge people of my age into the arms of Pension Wise and away from scammers. This looks sticking plaster on a wound that will continue to bleed … Continue reading

Posted in pensions | Tagged , , , | 6 Comments

Double-barreled female success!

It’s been a good week for strong women, Westminster has one more female MP and Sarah and Emma have topped the pension appointment pages. They are contemporaries of mine and two people whose company I enjoy, they are showing that … Continue reading

Posted in pensions | Tagged , , , , | 1 Comment

Multi-jobbers Mini-pensions

Scottish Widows are calling for the  £10,000 earnings threshold before someone’s automatically  placed in a workplace pension should be scrapped. If you’re job pays less than £10k pa, you have to opt-in to a workplace pension and multi-jobbers miss out … Continue reading

Posted in pensions | Tagged , , , | Leave a comment

An afternoon asking about “value” and “money”

Joni Mitchell’s famous line tells a truth. When it comes to pensions, most people have no idea of the value of their pension rights, which is why DB was taken away from us. DB has gone, they paved paradise and … Continue reading

Posted in pensions | Tagged , , , , | 1 Comment

What’s the Long Term Asset Fund and will it work?

The ‘Long Term Asset Fund’ (LTAF) will be launched within the year to provide long term alternative and innovative investments. I’m quoting here from a paper send by my Swedish friend Per Andelius and written by the lawyers CMS The … Continue reading

Posted in pensions | Tagged , , , , , , | 1 Comment

Julius Pursaill on private markets in DC

Julius is one of my favorite people, always open to new ideas, he’s currently a scheme strategist at rising star mastertrust – Cushon Private market investments, cost disclosure and value for money in DC There is increasing debate about whether … Continue reading

Posted in pensions | Leave a comment

Are unicorns just for little girls?

I don’t often agree with my friend Steven Groves (at least not on social media) but we found common ground yesterday after I argued that the charge cap needs a carve out to accommodate performance fees when something goes really … Continue reading

Posted in pensions | Tagged , , , , , | 1 Comment