Monthly Archives: June 2022
We live with errors – we have no choice.
When I was in my twenties , I thought it would be useful service to check for my clients whether the amounts of national insurance rebates promised my clients were actually reaching their rebate only personal pensions. I was … Continue reading
Is the presentation of financial data just a matter of opinion?
Index providers compile, create the methodology for, sponsor, administer, and/or license market indexes. They typically determine the particular “market” (which may be a sector or other group of securities) that the index measures, the index constituents that measure that market, … Continue reading
BlackRock looks to UK savers to pilot shareholder engagement.
Britain is leading the world in enabling pension savers to vote the shares in the funds they use to build up DC pensions. Thanks to Georgia Stewart of Tumelo who has done as much as anyone to create an appetite … Continue reading
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Uber’s reluctant conversion to pensioning their drivers shows “it can be done”.
This morning we are hearing from @The_TUC @CWUnews @CommunityUnion @fsb_policy @Uber @TataCompanies @NatWestGroup and @coopuk as part of our saving for later life inquiry. Learn more here:https://t.co/Gy1WRSXpEE Watch the session here from 9.15am: https://t.co/AtY0lWCOf7 — Work & Pensions Committee (@CommonsWorkPen) … Continue reading
Is “drawdown” a viable pension option for Nest’s pensioners?
In my opinion , the answer to that question is no. It is a “no for the USA, for Australia, for the UK and it is a “no” for five reasons To achieve a sustainable advantage over a guaranteed pension … Continue reading
Pension credit salesman gets a 10 from Len
As a career long pension salesman , I attest to this fellow’s style and panache. What a fact find, what a pitch and what a close! The Pension Minister should sign him up for his #pensioncredit campaign. Well spank me … Continue reading
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McPhail on how UK’s housing wealth can fix the retirement cost of living crisis
Tom McPhail has produced some radical proposals for reform of the Equity Release market. Here they are. Launched on pension credit awareness day, they are welcome indeed/ The UK has an annual retirement income shortfall of £48 billion … Continue reading
Three years ago the DWP commenced its nudge towards proper DC decumulation.
Three years ago the DWP commenced its nudge towards proper DC decumulation. This blog was first published in the summer of 2022. With immaculate timing, the DWP launched its latest consultation on how to establish the choice architecture and expand … Continue reading
Today is Pension Credit Awareness Day – Tell Aunty!
Receiving #PensionCredit means pensioners could also get support for: – Council Tax – Heating – Housing – NHS and dental care – TV Licence – plus more Join the #PensionCredit day of action, Wed 15 Jun, and encourage your family … Continue reading
Pension credit – why don’t you get it? (old lags rhyme)
In need of inspiration.. I’m listening to a lot of grime My son sends it all the time I’d be lying if I found the tunes sublime Black the Ripper – Afro Samurai As merry as long-covid patients standing in a … Continue reading