Monthly Archives: August 2021
Why’s our retirement saving so poorly supported?
Logging onto my L&G website, I was told yesterday that the fund valuation service wasn’t working – the glitch has been fixed today but it’s a hit and miss affair. Would I put up with this from First Direct or … Continue reading
Covid’s third wave
I have had first hand experience of the impact of opening up the UK to tourism this summer. Shaftesbury, the town where I grew up , had its highest incidence of Covid cases last week. In Orkney , in … Continue reading
Are our workplace pensions doing any good?
Employers choose a DC pension for their staff for different reasons. During the staging of auto-enrolment, the capacity of the provider to manage compliance with regulations was a key criterion for medium sized employers; the capacity to set a … Continue reading
Get up to speed with two free webinars on CDC
I would like to draw your attention to two free webinar events on CDC both involving my friend and mentor Con Keating. The first is part of the Z-Yen series and features Con, and will be chaired by Professor Michael … Continue reading
Posted in pensions
Tagged CDC, Con Keating, David Fairs, Michael Mainelli, pension playpen, TPR, z/Yen
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Sean Breslin – rest in peace
I am very sad to hear that Sean Breslin has died. Born in April 1947, news of his death was reported by his daughter Si0bhon on Sunday 22nd August, he passed away that morning. He has a formative influence on … Continue reading
“It’s all about the framing” – Stefan Lundbergh on ‘de-risking’ our pension pots
This article was first published on linked in It’s well worth following Stefan and indeed linking in to him as he has a range of good articles on that platform. A new one is coming on pension choice – always … Continue reading
Posted in advice gap, age wage
Tagged CDC, dc, NOW Pensions, pension pot, Stefan Lundbergh
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If you’re choosing a financial adviser – listen to Alan.
Tips for picking advisers include going through their Twitter feed and avoiding those driving a posh car as your fees are paying for it. Judging by some adviser posts, Teslas seem to be a preference https://t.co/g20BfANoM7 — Ali Hussain (@AlihussainST) … Continue reading
After that holiday, I need a holiday – a farewell to Stromness.
I am technically starting day four of a 10 day isolation after a member of our tour party tested positive in Orkney. I have actually returned from Scotland but am resting up after 48 hours we would like to forget. … Continue reading
Transfer advice to the steelworkers made worse by trustee failures.
A staggering 88% of complaints about bad pension transfer advice, lodged so far with FOS – by British Steel Pension Scheme members – have been upheld. This compares with an uphold rate of 38% for the wider pool of DB … Continue reading
The perils of the staycation.
After catching Covid earlier in the year, I have been testing myself regularly with lateral flow kits. With both jabs on my passport , I still carry a mask and wear when inside public places. On hearing of the lockdown … Continue reading