Tag Archives: advice
Do you use AI for retirement planning and could it ever replace human advice?
The FT is calling out for feedback on how people are getting on with AI in planning their retirement. I know Mary and her advanced bump so am sharing a link to her request which you can access and leave … Continue reading
The American view of Dutch Pensions – tickled!
January 2026 , Collective defined Contribution CDC, International Today’s financial Goldilocks moment—with strong equity returns and robust fixed income yields—creates favorable conditions for the Netherlands to complete its long-planned switch from traditional private defined benefit plans to ‘collective defined contribution. ‘You can almost … Continue reading
How can people get advice about pension defaults like CDC?
In the comments that follows , there is some useful follow up, I suspect that Tony understands enough of CDC to be worried. UK CDC (unlike the Dutch) has no pot for each member so he’s right to point out … Continue reading
Tax free cash? Taken advice? Panicking?
I find it hard to justify my blog pushing back on this work But I fear I’ll have to! First the phrase “still in work” applies to many people who have “retired”. Not many people say they’ve stopped working and … Continue reading
Would you act the car finance salesman – and advise at SJP?
Choose a discretionary charging structure that harmed the client’s finances to pay my adviser more money – no thank you! I’ll wait till the end of the month to transact, I’m sure I would, but I’m not sure I’d invest … Continue reading
How did the “Pension Security Alliance” get away with it at the Times?
Here are extracts from a Times article quoting a new group opposing proposed changes in the Pension Investment Review. The same article appears in the Daily Express, Business Matters, Pension Age Actuarial Post and many others. There may be a … Continue reading
Plenty of support, but should we need it to get our pensions paid?
What’s helping people to take decisions is problematic, the question we should be asking “what’s helping people to take the right decision”. In an earlier blog in this series looking at the FCA Financial Lives 2024 survey, it became clear … Continue reading
Advising folk about money as they retire?
I have a request from a major newspaper as to what I’d say to someone at retirement. Her questions are in bold , my answers are in blue. I don’t think my responses are precise enough. I’m sure that Steve … Continue reading
Is People’s now a “fully agile internal manager” of our savings?
Toby Nangle is a good guy, he comes from the investment community and he’s trying to turn People’s Partnership and other savings organisations into the kind of investment houses that make for happy Chancellors. This report is from Pension Age … Continue reading
Posted in advice gap, auto-enrolment, pensions
Tagged advice, annuity, Business, Business and Economy, Investment, NEST, Pension new, Pensions, Tax
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Kensington’s pension scheme to fund Grenfell relief
The Grenfell tower still stands burnt out on Kensington’s deprived boundaries. Yesterday it was announced that the tower would be pulled down. A more important to those who live with family and friends dead from the incident is that there … Continue reading
Posted in pensions
Tagged advice, Business, Business and Economy, corporate governance, corporate risk, Defined benefit pension plan, LGPS
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