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Tag Archives: accountants
“Prudence” is foresight and judgement; not “investment orthodoxy”.
The following beautiful comments from Derek Scott are worth reading several times The Scots would say “nae wise” of someone acting without sense — which fits much of today’s investment orthodoxy. PensionsOldie, meanwhile, shows what real wisdom looks like: … Continue reading
Posted in pensions
Tagged accountants, Modern Portfolio Material, Prudence, Scottish
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Quick Poll: Are you seeing an increase in employees pausing contributions to workplace pensions?
My friends at CIPP are running a poll for their members because of lack of information about what staff are really doing on “opt-outs” and “pension pausing”. Interesting “quick poll” from @CIPP_UK https://t.co/bU7pg6t7kt Keen to see results @JosephineCumbo — Henry … Continue reading
Helping people understand their pensions
Last night I spoke to a group of potential investors about AgeWage, they were mainly senior doctors. I thinkthey got it. I hope that you will understand our vision for more understanding of pensions. Here are the slides Here is … Continue reading
Posted in actuaries, advice gap, age wage, annuity, Australia, pensions
Tagged accountants, AgeWage, pensions
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GMP equalisation – accounting issues – First Actuarial – webinar invite!
First Actuarial are able to explain this GMP equalisation thing and the implications for pension (and company) accounting. Having done a webinar or two with “Sam and Jingoe”- I’d say this will be time well spent! Here’s your invite! Our … Continue reading
Posted in accountants, actuaries
Tagged accountants, Accounting, first actuarial, GMP equalisation, LBG, pensions, Webinar
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Why #Accountex is so great!
Every year I feel compelled to write something quite uncritical and totally over the top about Accountex. This year is no different. People know that the accountancy practices- and especially their payroll departments are the true heroes of auto-enrolment … Continue reading
A suffocating man craves the foulest stench.
Such is the pressure on trustees and sponsors of our defined benefit schemes to appear solvent, that they welcome the transfer of their potential pensioners to “cash” as a suffocating man breathes fetid gas. It is within the capacity of … Continue reading
Posted in advice gap, pensions
Tagged accountants, CETV, defined benefit, Discount rate, suffocation, transfers
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Why I’m learning from Stephen Kelly
Business mentors are important. For some years I’ve looked at Martin Lewis as an example. I have exploited a gap in conviction based thought leadership in pensions to build this blog and help develop Pension PlayPen as a brand that … Continue reading
Posted in pensions
Tagged accountants, autoenrolment, Brexit, mentor, Payroll, payroll software, pensions, Retirement, Sage, Stephen Kelly
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Time for a clear out
Big decisions like BREXIT kelp declutter the mind. Some of the most powerful thought-pieces I have read from Nigel Wilson, Steve Kelly and other business leaders have been about the need to return our focus to the fundamentals , the … Continue reading
Posted in pensions
Tagged accountants, Brexit, Business, clutter, Nigel Wilson, pension, pensions, Retirement, Steve Kelly
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50 shades of “Workie”.
Are all Workplace Pensions the same? Can we distinguish one “Workie” from another? Are all Workies equal – or are some Workies more equal than another? For those not familiar with the adverts- Workie is a Technicolor creature, designed by … Continue reading
Posted in pensions
Tagged accountants, auto enrolment, business advisers, choice, DWP, Payroll, pensions, Workie, workplace Pensions
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Choosing our “Workie”- how hard can we make it?
This week and for weeks to come , I am out and about talking with the payroll partners of large accountancy practices who feel they have no choice but to help their employer clients through auto-enrolment. I’m doing this work … Continue reading
Posted in pensions
Tagged accountancy, accountants, auto enrolment, Financial services, net-pay, Payroll, pension, relief at source, Workie, workplace pension
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