Category Archives: customer service

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

  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!

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.

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)?

  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)

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!

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

      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

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

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?

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