Category Archives: Personality

How IGCs help employers (and their advisers)


  If you read the terms of reference or Chair reports of the IGCs (and GAAs) , it’s the “member” on whom the work is focussed and for whom the reports are written. “Member” is short-hand for policy holder as in … Continue reading

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Should we by-pass “personality”?


  I once went to an interview at Goldman Sachs and sat in front of two successful guys (much younger than me). They picked up from my CV that in two of the previous four years I had been nominated … Continue reading

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The left needs steady (not raw) nerves!


Appalling behaviour from the bulk of the Parliamentary Labour Party I am not a socialist and I didn’t vote for Jeremy Corbyn. I am a Liberal Democrat , I believe in democracy and I want a strong opposition in Government … Continue reading

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Corbyn – Pietas and the Malcolm Tucker Litmus Test


I’ve been thinking about Jeremy Corbyn but I’ve had nothing to say, because I didn’t get what was going on and didn’t know how to divide hype from reality. Now I know the reality, 60% of the people who voted … Continue reading

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Can IFAs create their own profession?


James Walker  has published BWD’s assessment of the prospects for firms offering financial advice as their core product. He paints a picture of rising regulatory costs and sluggish growth prospects preventing IFA practices from employing the young blood to refresh it. Last … Continue reading

Posted in advice gap, FCA, Financial Conduct Authority, First Actuarial, Personality | Tagged , , , , , , , , , , , , , , , | 3 Comments

The lady’s not for turning.


For reasons that weren’t particularly obvious , a random group crammed into a much too small committee room in the House of Lords on Wednesday night for a round table with the new pensions minister. It was a hot day that … Continue reading

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The year pensions became real again


  Pensions – real money Pension money is real money. It belongs to real people and is used to pay real bills, putting fuel into cars, buying flowers in supermarkets and paying for tickets to watch shows and sports matches. … Continue reading

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Tis’ the season to get merry! Pension Play Pen Parties tonight!


  Deck the halls with bells and Holly! Fancy a Carol this Christmas? BEHAVE! Holly and Carol have a particularly hard time at this time . They are decked and sung and  the butt of too many gags. All the best jobs go to … Continue reading

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Pensions are yours to spend – but how do you get to the shops?


Ours to spend! If I were to give you £100,000 and tell you that that was to bide you over to the end of your life you might initially be excited – you might then become apprehensive and you might … Continue reading

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The language of trust..Pension Play Pen Lunch- Monday


The Pension Play Pen lunch on Monday (Nov 3rd) will be led by Mark Scantlebury of Quietroom and will discuss the language of trust. The point of the Pension Play Pen Linked in group is to get nearly 6000 people … Continue reading

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