Category Archives: Financial Education

Building an online community on LinkedIn

I’ve been thinking about a specific business problem set by a large client. The problem is this; they have a mature pension scheme which they have properly funded for many years. They are keen that staff better understand its benefits … Continue reading

Posted in Financial Education, Linkedin, pension playpen, social media | Tagged , , , , , , , | 3 Comments

“Knowing but not doing is nothing”.

So says the sage of Newbury – Peter Shellswell – he of the Popcorn Pension. I share his intellectual property as you know not of what he talks nor what “something”might be! Well I’ll let you into his secret, he was … Continue reading

Posted in ezra pound, Financial Education, happiness, pensions | Tagged , , , , , , , | Leave a comment

Financial Education – why we do it- why we love it!

We’re simple folk at First Actuarial .we build our strategies around things we like to do, things we are good at and things that need to be done. We like helping people “get” pensions. It gives us a buzz when … Continue reading

Posted in Financial Education, Retirement | Tagged , , , , , , , | 4 Comments

Are we managing our children’s financial expectations?

According to a recent RBS Survey, 59% of parents believe their children will be financially worse off than them in the future On average children believe they will earn £56,000 aged 35 – twice the average wage Only 5% of … Continue reading

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Morrison’s “Save our Dough” campaign.

Employers don’t spend money on their staff for fun, Employee benefits need to be cost justified and compete for corporate spend against R&D, dividend payments and M&A. While CEOs like to remind their workforces that they are the company’s most valuable asset, … Continue reading

Posted in annuity, auto-enrolment, Financial Education, Henry Tapper blog, pension playpen, Personal Accounts | Tagged , , , , , , , | 14 Comments

Steve Webb needs hard cash for his defined ambitions.

Steve Webb needs more than “ambition” to sort out disillusion with pensions. Continue reading

Posted in Financial Education, happiness, NEST, pensions | Tagged , , , , , , , | 12 Comments

“I felt I’d helped”

What I am most keen to do, is to make sure that the pride that drove the simple words “I felt I helped”, is remembered and used by the youngsters when times get tough again.

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Posted in Change, de-risking, Financial Education, Henry Tapper blog, pensions, Popcorn Pensions | Tagged , , , , , , , , | 5 Comments