Monthly Archives: April 2023
Update “Client slams Mercer after losing £600k value on pension pot” – Update
*Update* This article refers to the original version of an article in Money Marketing. This was updated on 17th/18th April and no longer contains the financial loss mentioned in this article. Thanks to Katey Pigden who came off maternity to … Continue reading
Pensions Awareness Day 2023 – some somber thoughts.
I have spent much of my life embarrassing myself in the cause of “pension engagement” This photo was taken at the first of the Pension Geek’s pension awareness days and I see I am promoting a right odd assortment of … Continue reading
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Tagged Jonathan Bland, Pension Awareness Day, Pension Geeks, Pensions
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“Engagement” is a marketing concept – it is not a measure of value.
I really like Robert Cochran. Despite working for a large financial institution he is his own man, draws his own conclusions and speaks from the heart. You can hear him talking to Nico and Darren on their podcast here. I’d … Continue reading
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“The LTA – so you think you know it all?” – Pension PlayPen Today
Rosalind comments “very much looking forward to this next week .. talking to people who also think the definition of a good time is wading through the Finance Bill….” Register at http://www.pensionplaypen.com
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PensionBee’s Annual Report
This is a blog about PensionBee. If you don’t think that retail pensions can ever provide value for money and you see Pension Bee as the “yellow peril”, click away. This blog celebrates PensionBee as it celebrates the Royal … Continue reading
Congratulations to Royal Mail on Britain’s first authorised CDC scheme
A sight many of us thought we would never see…. It is hugely satisfying that after so long, we can finally say that there is an authorised CDC scheme. Many congratulations to the management of Royal Mail , to its … Continue reading
Bravemansgame – the FCA and the Grand National meeting
If you backed Bravemansgame to beat Shishkin in the 2.55 Alder Hay Chase at Aintree today, your ante-post bet is worthless. That’s because of an intervention by the Financial Conduct Authority. Last week it ordered a firm founded by the … Continue reading
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BSPS ambulance chaser crashes again.
Good news for steelworkers and bad news for Gareth Fatchett, his firm FS Legal and the IFAs that have been paying Fatchett’s legal bills. Not only will they have to pay redress in full to ill-advised steelworkers – but they … Continue reading
Portfolio Resilience – the transition to LDI II
Advocates of Liability Driven Investment (LDI) have been busy reassuring the authorities that LDI no longer constitutes a threat to financial stability. They have been doing this, in increasing volume and frequency since the end of the Bank of England … Continue reading
Keith Richards – how the Consumer Duty applies to pensions.
Keith Richards who has established the Consumer Duty Alliance spoke and answered questions about how the Consumer Duty applied to an audience, primarily interested in workplace pensions. You can watch the session here or from http://www.pensionplaypen.com . Margaret Snowden led … Continue reading
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Tagged Consumer duty, Consumer Duty Association, Keith Richards, Pensions
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