Monthly Archives: February 2023
Pension Administration – Cinderella no more; – Lesley Carline.
“Administration” has for decades been the Cinderella at the pension ball. Starved of investment , pension administration teams are typically underpaid and under-valued. Fees for administration are often fixed by the scheme funder (historically the employer, more recently the funder … Continue reading
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Tagged KGC, kim gubler, Lesley Carline, PASA, pension playpen, Pensions, PMI
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We rocked for Ukraine
As we wake up to the sad reality that the war in Ukraine is now more than a year old, some will find themselves nursing a sore head after an evening partying to Consumer Duty in the Stationers Hall. @IanBeestin … Continue reading
How can we “engage” with pensions we know nothing about?
News on the delivery of the pensions dashboard is not good. The vibes I am getting from the PLSA and others is that the period of testing to ensure that data is delivered accurately (dashboard beta) is likely to be … Continue reading
Can your SIPP investment make an impact? Pension Bee says it can.
Like many people , I want my money to make a difference – I want to make it matter. But until recently I had only the vaguest idea of how I could make that happen. I am now able to … Continue reading
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Tagged BlackRock, clare reilly, Eric Rice, ESG, Pension Bee, Romi Savova, sustainability
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What’s good, what’s bad and why did my pension go down last year?
Over the next few weeks I am going to be telling thousands of people how their pensions have done over the last 12 months. I am conscious that some people who – according to my textbook – have behaved … Continue reading
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Martin Lewis – if ever we needed an adviser
We watched the Martin Lewis 90 minute pension special again last night – not to pick holes in it but to pick up tips, especially around the sections on the state pension and benefits. We have friends and family who … Continue reading
Rock for Ukraine today- Update on pre-gig party
There is a certain buzz within the ward of Farringdon Within as we anticipate the arrival of Rock for Ukraine (rockukraine.co.uk) to Rock For Ukraine tomorrow (Thursday 23rd Feb). The date’s important, it’s the eve of Russia’s invasion and … Continue reading
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Tagged Chris Budd, Emma Napier, Ian Beestin, Phil Billingham, Rock for Ukraine
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Unlocking the ownership of a pension pot – frustratingly hard
At the very end of Martin Lewis’ 90 minute pension special last night, he turned on his audience who were whooping up the opportunity to find a fiver down the back of the sofa ( We spend 85 minutes … Continue reading
Pensions – a day working out what matters (and what doesn’t).
There were three events yesterday that made me ask “what matters”. The Rebalance Earth Conference , a “real-life” conference addressed by John Glen and a range of experts engaged in restoring our planet’s natural capital. An SG Conference, focussing … Continue reading
“Why pay for a platform?” – the heretical views of Ian McKenna
It’s a great shame that more people in the institutional pensions world are not better acquainted with Ian McKenna. He is a heretic – a disruptor – who asks the questions what we do not want to be asked. Right … Continue reading
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