Monthly Archives: July 2022

What your partner needs to know about your DB pension…

We think remarkably little about the value of an occupational pension scheme to a household, which is odd, because most pensions and benefits we receive from the state are paid to the household. This article argues that we focus too … Continue reading →

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Give guidance to confused savers and work for AgeWage

As well as providing pension schemes and IGCs with Value For Money reports, AgeWage is an FC regulated provider of guidance on pensions. We are about to kick off four projects for various clients Help for those in the LGPS … Continue reading →

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Truss closes on Mordaunt, Sunak staying on in third.

With the Tory leadership campaign continuing to look a three horse race, the gap between the fillies is narrowing while the colt continues to stay on at one pace and is now a clear third in the betting. On the … Continue reading →

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For millions, “the partner dies- the annuity dies”- pension credit comforts the bereaved

It’s easy to forget in a world of “pension freedom” that millions of British savers purchased annuities with their pension pots in the 40 years prior to the day George Osborne announced “no one will ever have to buy an … Continue reading →

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Penny Mordaunt now odds-on to be our next Prime Minister

These are the latest odds on Betfair on who will be our next prime minister come September 5th. The financial markets have pencilled in the prudent Rishi Sunak as favorite, but these odds suggest Penny Mordaunt is not just mounting … Continue reading →

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Why small pots are jeopardising state benefits

  In this article I explain why it’s often best for people with small pension pots to spend their income before they get to state pension age. The over-prudent who hold back – can risk losing out on pension credit. … Continue reading →

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Safe harbor proposals for DC transfers to qualifying SIPPs

With over 70 people on the call, Pension Playpen’s coffee morning – featuring Pension Bee’s Romi Savova was a lively event. Sadly, some of the more vociferous critics of Pension Bee’s complaint to the Minister couldn’t  attend but it was … Continue reading →

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SJP’s 3rd Value Assessment hits the mark

The investor’s choice for wealth management Speaking with Rob Gardner following the publication of SJP’s third Value Assessment Statement , we discussed where SJP found themselves on the fee spectrum. Here’s the conclusion we came to; When it comes to … Continue reading →

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Do we need a 10 day switch guarantee on pension transfers?

Pension Playpen coffee morning cleared  the air over Pension Bee’s much criticised letter to Guy Opperman.  You can watch it  by logging in to your account at http://www.pensionplaypen.com and following the events tab to the session or by signing up … Continue reading →

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Help your parents – help yourself. How the mid-life MOT could ease pensioner poverty today!

  I am not greatly involved in giving financial education to 40 and 50 year olds. I have not participated in or helped in the design of the mid-life MOT but I have just lived through these two decades of … Continue reading →

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