Category Archives: advice gap

Are employers able to “know their workplace pension”?

Are employers the provider’s clients? In financial services, the client is the entity that takes the decisions on where the money goes. Whether we define “money” as “pension contributions” or “fees paid”, the employer is seen as the client. It … Continue reading

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“If you want a do-it-all dashboard – you’ll have to wait a decade”.

Speaking at an AgeWage/FDATA event last night, Romi Savova told a packed house that the MAPS dashboard could do little more than find people’s pensions with the detailed information we need to take decisions on our pots delivered off-dashboard via … Continue reading

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Why pensions and dashboards, need to be open – Matt Burrell blogs.

I always thought the ABI needed some left field thinking on the pensions dashboard, and they’ve got it in Matt Burrell who has written a blog that’s argues that pension providers are best trusted to show us our pension data. … Continue reading

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Should it cost an IFA £1500 to onboard a new client?

The unfortunate risks of “advice on the cheap” Should it cost an IFA £1500 to onboard a client This is not a trick question , it is a genuine one. It stems from a tweet directed at me by Rob … Continue reading

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Adding life to our years, not just years to our lives.

  “What all of us want, as we age, is to add life to our years, rather than just years to life. An extended middle age is not unique to US politicians. It should be available to everyone — and … Continue reading

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If you’re in the market – you stay there.

Yesterday afternoon I walked into the office of an asset manager whose funds are used in the “wealth sector”. The meeting didn’t take very long, the poor fellow was counting the seconds till he could get back to his screens … Continue reading

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Do we long-term care?

There’s an elderly care crisis in the UK. Action must be taken now, or the country’s ability to look after elderly people will collapse by 2029. Our report with @cebr_uk looks at why this has happened, and what we can … Continue reading

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Jennifer Davidson asks whether stock-lending’s responsible investment?

Someone told me yesterday that successful people read and failures watch TV. I read this article with the TV on in the background, I can’t remember what was on but the article grabbed me and it grabbed me again when … Continue reading

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In a fighting mood!

Tyson Fury Having been up watching the #FuryWilder2 I’m in a fighting mood. Well done the Gipsy King. I’ve been watching the documentaries – especially the sight of Tyson Fury spending his money. Nobody begrudges this man his lifestyle and … Continue reading

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What is MAPS doing for the elderly poor?

Why don’t those poor and old claim their benefits? It’s benefits not savings that top up the in retirement income of millions of British citizens, but the amount of time devoted to benefit take-up (as compared to savings rates) is … Continue reading

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