Category Archives: customer service

Dashboard? – we’re dash-less and bored!

Posted on August 30, 2019 by

  The title was my summation of a discussion of dashboard progress over the past four years. We’d been talking about what the general public want and had landed on precisely the model illustrated at the top of the blog. … Continue reading →

Posted in age wage, Bankers, customer service, Dashboard, dc pensions, pensions | Tagged , , , , , | 4 Comments

Lord share their data – but not yet!

Posted on December 4, 2018 by

Augustine’s wayward prayer – “Lord, make me holy – but not yet”, sprung to mind as I sat with the dashboardistas in Parliament yesterday. The Government’s “Pensions Dashboards – working together for the consumer” is a pretty vague document which … Continue reading →

Posted in customer service, Dashboard, pensions | Tagged , , , , , | 2 Comments

DWP’s silence on dashboards helps nobody.

Posted on August 13, 2018 by

We are now in Mid- August. “Summer’s lease has all too short a date”, the promised announcement on the “feasibility” of the pension dashboard looks like slipping to the autumn. Meanwhile over 100,000 people each quarter reach 55 , a … Continue reading →

Posted in customer service, Dashboard, pensions | 3 Comments

Isn’t it time we thought of pensions as insurance (again)?

Posted on July 29, 2018 by

  Yesterday, I wrote of the positive future that I saw for collective schemes, if they could rid themselves of the pernicious effects of financial economics. I based my arguments on my perceptions of the impact of mark to market … Continue reading →

Posted in Blogging, customer service, pensions | Tagged , , , | 2 Comments

Britain leading the way (at last)

Posted on August 14, 2017 by

The balance of regulatory geo-politics has changed (did I really write that!) I guess most baby boomers like me grew up thinking that (at least in matters financial), Britain could look to America for progressive policy and practice. This is no … Continue reading →

Posted in advice gap, Big Government, customer service, pensions | Tagged , , , , , , , , | 3 Comments

Ignore “bad “; let’s big-up good asset management!

Posted on December 5, 2016 by

The asset management industry will get nowhere trying to defend bad practices. It should be celebrating its success stories. We have good active managers in this country and we have good passive managers, protecting bad practice among bad asset managers … Continue reading →

Posted in consultant, corporate governance, customer service, pensions | Tagged , , , , , | 3 Comments

Turning payroll administrators into pension managers

Posted on August 2, 2015 by

      A payroll administrator pays someone tomorrow, a pension manager pays someone for ever. A workplace pension is no more than deferred pay, you remove money from today’s pay-packet and it is returned later, when there’s no money … Continue reading →

Posted in customer service, Payroll, Pension Freedoms, pension playpen, pensions | Tagged , , , , , , , , | Leave a comment

The inter web of trust

Posted on June 16, 2015 by

My father did his national service in the navy. I remember him telling me why those in the navy saluted with a closed palm and those in the army with an open palm. According to my  Dad, those in the … Continue reading →

Posted in corporate governance, customer service | Tagged , , , , , , , | 3 Comments

Facing up to mental health

Posted on June 15, 2015 by

This article’s by our friends at Lockton. It’s on an important subject that impacts us all! I’m really pleased they’ve asked me to put it on this blog. It doesn’t surprise me that Nigel Wilson is pioneering work on this. Like … Continue reading →

Posted in corporate governance, customer service, de-risking | Tagged , , , , , , | Leave a comment

NEST – Lamborghini or Trabant?

Posted on June 15, 2015 by

Yesterday I wrote about NEST’s great steps towards an integrated approach to the management of auto-enrolment data. I didn’t hear anyone else asking the question “is NEST acting as a force for good or is it over-stepping the remit we , … Continue reading →

Posted in customer service, dc pensions | Tagged , , , , , , , , , , , , , , , , , | Leave a comment