Category Archives: with-profits

BRITAIN’S BIGGEST TABOOS: 20 MILLION PEOPLE STRESSED ABOUT FINANCES, YET TALKING ABOUT MONEY REMAINS OFF LIMITS

Posted on November 13, 2014 by henry tapper

I don’t normally do press releases on here, I will make an exception here. People are embarrassed about money – when it’s their money they are talking about. The taboos about debt, wealth and financial planning are real and we need … Continue reading →

Posted in pension playpen, pensions, Retirement, welfare, with-profits | Tagged , , , , , , , , , , , , | 2 Comments

“My pension offer” – explaining CDC to a confused public!

Posted on September 28, 2014 by henry tapper

John Ralfe has been expressing his frustration that none of the CDC champions have made him a two page offer to tell him what a CDC pension offer might look like. I’ve not done this yet, partly because I’ve been … Continue reading →

Posted in advice gap, auto-enrolment, CDC, pensions, with-profits, workplace pensions | Tagged , , , , , , , , , , , , , , , , , , , , | 1 Comment

Another year older..

Posted on December 24, 2013 by henry tapper

I am not a year older – I am two years younger than I was five years ago – at least I’m two years further from retirement (relatively speaking). Continue reading →

Posted in Popcorn Pensions, Retirement, steve webb, welfare, with-profits, workplace pensions | Tagged , , , , , , , , | 2 Comments

Pensions dead by 2050 – taking the Michael?

Posted on January 3, 2013 by henry tapper

The Daily Telegraph, which through Richard Evans has started writing sharp and provocative articles on pensions, came out with a corker just before Christmas. I read it on the beach and nearly choked on my sangria! Here it is in … Continue reading →

Posted in annuity, Australia, auto-enrolment, David Pitt-Watson, dc pensions, de-risking, defined aspiration, Henry Tapper blog, NEST, Payroll, pension playpen, pensions, Treasury, with-profits | Tagged , , , , , , , , , , , , , , , , , , , , , | 11 Comments

More cobblers from investment experts on DC pensions

Posted on October 31, 2012 by henry tapper

I am afraid I have to report yet more moronic thinking from the investment community showing their  disconnect with the ways and means of everyday folk. Example one is from Lyxor, who used to be called Societe Generale until they screwed … Continue reading →

Posted in auto-enrolment, Bankers, club pension, Consolation, dc pensions, defined aspiration, happiness, Liability Driven Investment, mallowstreet, NEST, pension playpen, pensions, Personal Accounts, Public sector pensions, with-profits | Tagged , , , , , , , | 8 Comments

Investing in the sunny uplands!

Posted on September 14, 2012 by henry tapper

A common theme in my blogs is the frustration that people get stuck in the wrong kind of investments wrong in terms of charges, wrong in terms of management and wrong in terms of the suitability of the fund to a … Continue reading →

Posted in actuaries, customer service, dc pensions, de-risking, defined aspiration, FSA, happiness, leadership, pensions, Popcorn Pensions, with-profits | Tagged , , , , , , , | 1 Comment