Monthly Archives: May 2024

Beware HMRC! You may need to CERTIFY before you draw your pension cash

Credit to Jo Cumbo for alerting us to a difficult issue for those lucky enough to have pension savings that can produce tax-free cash over the tax free cash allowance of £268,275. Credit is due despite the trolling of her … Continue reading →

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Stiglitz-genius and learner driver

                  “It’s not often you get a Nobel Prize winner on your program“ –  Fiona Bruce crowed to her Question Time audience  in Cambridge on Thursday, it’s not often you get a … Continue reading →

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We’ve lost the plot with the pension pot

I saw the headline and – it being lunchtime – clicked the post. I thought that it was about time someone wrote an article on behalf of the people who want to transfer, rather than publishing the thoughts of  pension … Continue reading →

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BP, Shell , Hewlett Packard – Parliament is watching the way you treat your pensioners.

Thanks to Alistair Carmichael, MP for the Shetlands and the Orkneys (a BP heartland) for securing a 90 minute debate on private pensions. Despite an attempt late in the debate to hi-jack the debate by Therese Coffey, this was not … Continue reading →

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The use of AI in pension claims – Stephenson Harwood .

The rise of AI in Pension Claims – A growing problem for ALL Schemes, Trustees, MT’s and Providers CPD included   On Tuesday May 7th, 2024 at 10:30 am,  Chris Edwards-Earl, Partner at Stephenson Harwood, will be presenting on pension … Continue reading →

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We are wanted “dead or alive”- pensions should not be the problem.

This post is written not by an actuary or risk manager but by someone who is 63 and faced with the predicament of choosing between an annuity or an income drawdown policy to fund his remaining 25 or so years. … Continue reading →

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People pissed at lack of pension progress? – YOU SHOULD HAVE BEEN WITH US!

The joy of innovation I was at a pension event yesterday – about investment innovation. It was fun because it was full of LGPS people who still see pensions as an investment for the future rather than an endgame and … Continue reading →

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Can SJP move from wealth manager to trusted advisor?

The value of SJP’s total assets under management increased to £179bn, up from £154bn a year ago, owing to strong investment performance. SJP takes revenue from assets under management, its partners and associates are paid from the annual management charges. … Continue reading →

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FCA rule change causes dashboard data scare!

This is why the FCA’s COBS rulebook is so long This is a blog about rules and how you cannot regulate for everything. It’s about writing rules against imaginary risks rather than working on the basis of trust. It’s about … Continue reading →

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