Tag Archives: Actuary

“Why have our professions lost their mojo?” – asks Hilary Salt

  Have a listen to this Podcast from my colleague Hilary Salt. Hilary’s on from 10.50 and is talking about the constraints on professionals and the loss of confidence in professional bodies such as hers (the Institute and Faculty of … Continue reading

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IFAs and actuaries – as easy as “A Cap B”.

For half of the 30 years I’ve been advising people, I was paid by private individuals to help them take difficult financial decisions. For the other half, I’ve been paid by employers to help their staff take difficult decisions. This … Continue reading

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Advance Australia Fair!

I have never been to Australia, I should go I know, but we have Earl’s Court. My good friend Jim Hennington has recently returned to his native Oz after a few years over here teaching us some tricks on how to … Continue reading

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Investing for drawdown – How L&G are responding to the challenge

Nigel Wilson, L&G’s CEO- recently ran a hang-out to discuss key issues. My question to him, was a bit technical and I’m glad that easier questions were put on the day! I asked what solutions L&G could come up with … Continue reading

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Crushed by falling bond yields – great guest blog by Ralph Frank

Mainstream assessments of the state of investment markets tend to focus on the equity market.  The level of the FTSE 100, S&P 500, Dow and/or Nikkei is deemed to be an indicator of the health of savers’ investment portfolios and/or … Continue reading

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When all else fails – keep on working!

Jeroen Wilbronk is a really good bloke, but I always end up disagreeing with him. He’s one of these smart-arse markets people who has an answer for everytyhing! I’ve known him a few years and have always envied his sunny … Continue reading

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Nobody’s scared!

“Velvet glove- iron fist -my arse!” As one Liverpudlian patriarch might have put it. I very much doubt that many employers see the doling out of three £400 penalty notices by the Pension Regulator as a wake-up call to get auto-enrolling. … Continue reading

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Do you want to be a Pension PlayPen Agent?

If you fancy helping your clients to get the right workplace pension to suit their payroll and provide best outcomes for their staff, you should register as an agent at http://www.pensionplaypen.com/register . Helping your clients to use our service doesn’t … Continue reading

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In defence of genius.

Genius is not just misunderstood – it is persecuted. Those who didn’t get Copernicus, Galileo, Wordsworth or Darwin did not ignore these genius’, they set out to do them in. Bob Dylan when he laid out his Highway 61 album … Continue reading

Posted in actuaries, advice gap, CDC, David Pitt-Watson, dc pensions, pension playpen, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , , , , , | 1 Comment

The problem with actuaries

The closest most actuaries get to the beneficiaries of pensions is behind a one way mirror watching a focus group arranged by a marketing company. Continue reading

Posted in actuaries, Australia, auto-enrolment, Financial Education, First Actuarial, pensions | Tagged , , , , , , , | 10 Comments