Category Archives: actuaries
Helping people understand their pensions
Last night I spoke to a group of potential investors about AgeWage, they were mainly senior doctors. I thinkthey got it. I hope that you will understand our vision for more understanding of pensions. Here are the slides Here is … Continue reading
Posted in actuaries, advice gap, age wage, annuity, Australia, pensions
Tagged accountants, AgeWage, pensions
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GMP equalisation – accounting issues – First Actuarial – webinar invite!
First Actuarial are able to explain this GMP equalisation thing and the implications for pension (and company) accounting. Having done a webinar or two with “Sam and Jingoe”- I’d say this will be time well spent! Here’s your invite! Our … Continue reading
Posted in accountants, actuaries
Tagged accountants, Accounting, first actuarial, GMP equalisation, LBG, pensions, Webinar
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First Actuarial celebrates its special day
Once a year, everyone at First Actuarial comes together in one place to work and play for a day. This is the day. Most of us choose where we want to work and if we don’t like it, we go … Continue reading
Investment for beginners?
Perhaps because I’m paying him to, my 20 year old is paying some attention to where his pension is being invested. I say “is”, but our first contribution to his workplace pension is awaiting his opt-in. Meanwhile he’s asking – … Continue reading
Posted in accountants, actuaries, advice gap, NEST, pensions
Tagged Fund, Mark Fawcett, NEST, pensions
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“GMP equalisation” – will the geeks inherit the earth?
Few pension experts expect GMP equalisation to change people’s lives. The Daily Express’ headline “Millions of women to share pension windfall” is plain wrong. GMP equalisation can benefit men as well as women. The Express, reckon 8,000 out of 235,000 … Continue reading
Posted in actuaries, pensions
Tagged admin, administrators, Pension Geeks, pensions, Technology
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Financial Economics = Scorched Earth
John Kiff rolled his tank onto my lawn this morning. Well he can roll it off again and take his flamethrowers with him. For in the long march back from Moscow, Kiff, Ralfe & Co are doing their best to … Continue reading
Posted in actuaries, pensions
Tagged CDC, Financial economics, John Kiff, John Ralfe, pensions
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How do Customers benchmark what’s good about their DC pension?
For employer’s it’s all been about inter-operability I’m returning to a question that has bothered me since the inception of auto-enrolment over six years ago. To begin with, it was a question for employers and could largely be answered in … Continue reading
Posted in actuaries, advice gap, pensions
Tagged advisers, Aegon, AgeWage, Aviva, L&G, pension playpen, Royal London, Standard Life
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How’s my pension done?
When you get that little envelope and you know it’s about your pension, that’s the question you’ll be asking. Typically – you won’t get much of an answer from your pension illustration -even if it is the new type pioneered … Continue reading
Posted in actuaries, advice gap, age wage, pensions
Tagged AgeWage, illustration, pension, pensions, Value for Money, VFM
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Don’t de-risk too early – says Aon!
I nearly fell off my sofa on Lady Lucy!! While all I’ve been hearing from Aon’s fiduciary unit is the importance of locking down the pension scheme through Liability Driven Investment – fully implemented by Aon, here is the American … Continue reading