Tag Archives: Actuarial science

Without them we wouldn’t be free to read this

This blog’s written on Remembrance Day. Yesterday I blogged on “Diversification and speculation are different“. One of 696 articles published since I set this site up. I think it’s on an important subject (default DC options) but its subject matter is … Continue reading

Posted in actuaries, club pension, corporate governance, Henry Tapper blog, pension playpen, pensions, social media | Tagged , , , , , , , , , , | 3 Comments

Club Pension!

Words resonate in strange ways and when they come in pairs new resonances emerge. Last week, Martin Lewis called “pension” a broken brand (worrying to the owner of the Pension Play Pen). The idea behind the word “club” seems to be under … Continue reading

Posted in club pension, Financial Education, happiness, Henry Tapper blog, Martin Lewis, pension playpen, pensions, Retirement | Tagged , , , , , , , , , , , , , , , | 19 Comments

Why First Actuarial focuses on Payroll

According to a survey published this week by the CIPP , payroll will take charge of implementing auto-enrolment at 40%, HR at 29% and pension providers/departments at 13% of employers. Yet most pension advisers are still reluctant to talk with payroll professionals about the staging … Continue reading

Posted in auto-enrolment | Tagged , , , , , , , , , , | 4 Comments

Heard the one about the actuary, the investment consultant, the IFA and the lawyer?

At precisely the same time, the Pension Play Pen debated the relative value of actuaries, investment consultants, lawyers and financial advisers to Britain’s future pensioners, but in two different towns. These lunches , which have been taking place since 2009, bring … Continue reading

Posted in actuaries, Financial Education, FSA, pension playpen, Retail Distribution Review, social media | Tagged , , , , , , , | 4 Comments

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

Now I speak actuarial

You can’t laugh out loud in the Institute of Actuaries‘ global HQ in Staple‘s Inn London. You would undoubtedly be ensnared in a giant spreadsheet and gently subsumed by toxic algorithms. Actuaries do not enjoy words, they prefer numbers and when … Continue reading

Posted in pensions, social media | Tagged , , , , , , , | 2 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

WE’VE GOT OUR POPCORN PENSIONS!

There have been a few times in my life that I have felt completely happy, the birth of my son, winning a scholarship to Bryanston and a telephone call received yesterday evening are three that spring to mind. Moments when your sense of self-worth is captured completely in the realisation that something wonderful has happened. Continue reading

Posted in customer service, Henry Tapper blog, Management, pension playpen, pensions, Popcorn Pensions, social media | Tagged , , , , , , , , , , | 3 Comments

Popcorn Pensions III – transforming the business of Pensions

If you’ve been following my posts recently, (thanks) you’ll be aware of a thread defined by the phrase “Popcorn Pensions” that refers to my friend Peter Shellswell’s KFC moment. Peter told me over the Popcorn Chicken that he’d decided to move on from … Continue reading

Posted in annuity, customer service, dc pensions, Fiduciary Management, Management, pension playpen, pensions | Tagged , , , , , , , , | 11 Comments

A hunger to educate – more on Popcorn Pensions

Hunger is not a word you’d associate with actuaries. One of our clients described the team working for her as “happy puppies” who approached the task of educating members with ” hunger“. These are not words that exist in the … Continue reading

Posted in annuity, auto-enrolment, customer service, dc pensions, happiness, Henry Tapper blog, mallowstreet, Management, pension playpen, pensions, social media, Treasury | Tagged , , , , , , | 7 Comments