Category Archives: consolidation

Should DC investment strategy be driven by pot size?

The FCA’s latest market data was published last week and it’s highlighted trends that I’ve been identifying on this blog for a few months. Just over 645,000 pension plans were accessed to buy an annuity, move into drawdown or take … Continue reading

Posted in advice gap, age wage, consolidation, pensions | Tagged , , , , | 2 Comments

Why shouldn’t pot follow member? Guest blog from Ralph Frank

The Government has recently announced that it has suspended plans to require that defined contribution pension pots of less than £10,000 automatically transfer when savers change jobs (and related pension arrangements).  Although the legal compulsion for such transfers has been … Continue reading

Posted in advice gap, consolidation, pensions, pot | Tagged , | 1 Comment