Category Archives: annuity

Helping people understand their pensions

Posted on November 15, 2018 by henry tapper

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 , , | 1 Comment

Pre-budget apprehension

Posted on October 26, 2018 by henry tapper

There is nothing like the threat of losing a tax-break to get people to value it. The Annual Allowance is under threat, so the Money Purchase Allowance, there are some still worried about higher rate tax-relief on contributions. In my … Continue reading →

Posted in annuity, cliche, pensions | Tagged , , , , , | 1 Comment

Will “DC deficits” become a thing of the past?

Posted on October 11, 2018 by henry tapper

News of HMRC’s “change of position” with regards the “net-pay- anomaly” is welcome, and long overdue. It came in the form of a letter sent in response to a request from respected journalist Jo Cumbo of the FT. Govt to … Continue reading →

Posted in advice gap, annuity, auto-enrolment, pension playpen, pensions | Tagged , , , , , , | 2 Comments

“The nastiest hardest problem…” Con Keating on pension drawdown

Posted on August 26, 2018 by henry tapper

Con Keating is currently in hospital with a poorly foot. He is a caged tiger on the ward, but the surfeit of energy has been dispelled by his putting his mind to what Bill Sharpe called the nastiest hardest problem in … Continue reading →

Posted in annuity, pensions | Tagged , , , | 4 Comments

A phoney campaign from incompetent yanks. BOGUS!

Posted on July 25, 2018 by henry tapper

I wonder how many journalists got this email yesterday. Tomorrow, the Your Pension Your Choice campaign formally launches, urging the Government to revise rules that unfairly trap 5 million retirees in the UK. The campaign is calling for all retirees, … Continue reading →

Posted in annuity, pensions | 1 Comment

The Great #PensionDebate…is wider than Swansea Bay!

Posted on July 12, 2018 by henry tapper

The Great Pension Debate was a fabulous success and proves for a second time that Al Rush is capable of uniting a body of pension enthusiasts in a way nobody else can. Good job Al.   The ongoing challenge Much as … Continue reading →

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The Great Pension Debate (II); July 10-11.

Posted on July 9, 2018 by henry tapper

    Al Rush is convening the clans to the Aberavon Beach Hotel in Port Talbot. You could – and most likely should – be there! If you want to crash your diary and head for Wales, you have only … Continue reading →

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Recognition for Al Rush and for Chive, but have we learned Port Talbot’s lessons?

Posted on June 22, 2018 by henry tapper

It was good that Chive received recognition from the IFA community at last night’s Money Marketing Awards. The final award of the evening is the Outstanding Contribution Award sponsored by @RoyalLondon #MMAwards2018 — Money Marketing (@_moneymarketing) June 21, 2018 It … Continue reading →

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“Why Michael Johnson’s so wrong!” – Con Keating

Posted on June 5, 2018 by henry tapper

Michael Johnson’s letter to Frank Field & Co on CDC (reproduced in full here) was a real disappointment. I had expected more; a new and closely reasoned critique, passionately believed, perhaps. What I got was a tired and repetitive rehearsal … Continue reading →

Posted in annuity, blockchain, CDC, defined ambition, defined aspiration, pensions | Tagged , , , , , | 2 Comments

Fintech must Bee for a clear purpose

Posted on April 18, 2018 by henry tapper

I’m looking forward to a breakfast meeting at the CSFI to hear a conversation between Romi Savova and several sceptics who don’t get the Pension Bee proposition. As I’ve mentioned on this blog several times, I admire Pension Bee and … Continue reading →

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