Category Archives: life insurance
Why insurance isn’t always right.
This is an article in preparation for publication; thoughts on it, especially from insurers would be very welcome. In it, I argue that insured solutions are not always right for us – in our retirement savings and that insurance companies … Continue reading
Why can’t we know what we pay for “fund management”?
We have the right to know what we are paying for funds. The cost of a fund can best be defined as the difference between what you would have received from a theoretical return on the assets in the fund … Continue reading
Posted in FSA, governance, life insurance, pension playpen, pensions, Retirement, steve webb
Tagged Business, charges, costs, dc pensions, Defined benefit pension plan, DWP, FCA, Fund, Funds, IMA, Management, manager, pension playpen, pensions, portfolio, Retirement
4 Comments
I wanna tell you a story
Every picture tells a story, this blog is about storytelling. Some people don’t like stories, they think they’re tricky – like the photo. But good stories surprise you because they make you see things in a different way, they help … Continue reading
Posted in accountants, advice gap, alvin hall, life insurance, pensions, Personality, poetry
Tagged Alvin Hall, Beowulf, Hamlet, Martin Lewis, pensions, Rodney Bewes, Shakespeare
4 Comments
What award ceremonies are all about
The vast majority of the people who turn up for these events, do so because they’re frightened not to Continue reading
Posted in life insurance, Management, Music
Tagged ABBA, Arts, Award, Award ceremony, Company, Jimmy Carr, Site Awards, twitter
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Light in the lifestyle tunnel!
The way in which your DC pot magically turns from investing in shares to investing in cash and Government bonds is called lifestyle and it involves hundreds of transactions in 60+ months before you buy your pension. All of these transactions involve … Continue reading
The solid value of insurance
“The people I talk to full into one of two categories, either you’ve built up some money and want to hang onto it, or you are looking to .” That was our opening gambit when we met with prospects. I … Continue reading