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Tag Archives: advice gap
Still no evidence that pots are becoming pensions!
There’s not been much discussion about the HMRC’s latest update on what’s being drawn down from our pensions and what there has been has interpreted the data differently. Alistair Mcqueen has tweeted positively New pension freedom data out today. Total … Continue reading
Posted in advice gap
Tagged advice gap, Alistair McQueen, annuity, CDC, jo cumbo, pension, Pot
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What we don’t consider matters
Listening to Victoria Derbyshire talking about domestic abuse on the radio this morning , I was struck by one insight. When asked why domestic abuse had been such a low priority at the start of lockdown she observed that as … Continue reading
Posted in accountants, actuaries, advice gap, pensions
Tagged advice gap, David Penney, pensions, tax relief
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Taking someone else’s numbers for it. The shortcomings of AoVs.
I suffer from pension dreams, these wake me up at odd hours of the morning with questions that I cannot answer. This morning’s question was put to me by someone who bought a pension savings plan from me when … Continue reading
Posted in actuaries, advice gap, age wage, pensions
Tagged Actuary, advice gap, AoV, Assessment of Value, pension, pensions, Transparency
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Is value for money, the Standard by which we can make sense of pensions?
Although financial advisers do a great job and advice usually provides value for the money it costs, 9 out of 10 British adults will take the key financial decisions about their retirement on their own. The FCA wants unadvised individuals … Continue reading
What MaPS can learn from Australia’s MoneySmart Retirement Planner
The Australian Government has built what it calls the MoneySmart Retirement Planner which is a dashboard tool. You plug in your savings in “Super” and tell the planner a little about yourself (and your partner) and within five minutes you … Continue reading
Posted in actuaries, advice gap, pensions
Tagged actuaries, advice gap, optimum pensions, pensions, Super
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Pension Bee and the fintech annuity
Legal & General Retail Retirement has agreed a new partnership to provide annuities to PensionBee customers. From 3rd August, customers enquiring about an annuity with PensionBee will be introduced to Legal & General for further information, or to get a … Continue reading
Posted in advice gap, annuity, pensions
Tagged advice gap, AgeWage, annuity, L&G, pensons, retirement line
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People approaching retirement face ‘financial emergency’ – Billy Burrows
Billy is a national treasure – this is the text of an article that first appeared in Money Marketing There is clearly a national state of emergency, but there is also a financial emergency for those approaching retirement with a … Continue reading
Posted in advice gap, age wage, pensions
Tagged advice, advice gap, AgeWage, Better Retirement, Billy Burrows, financial advice
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“Advice for Middle Britain” – keeping the cost down.
I’ve recently published a blog called “Advice for Middle Britain” which argues for a more honest approach to the promotion of dependent advice. It sets out a trade-off between the purity of fee-based advice and what people can afford. Most … Continue reading
Posted in advice gap, age wage, pensions
Tagged advice, advice gap, AgeWage, middle Britain, pensions
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Ruston Smith takes staff retirement seriously
I was glad to see Ruston Smith sticking his neck out in the pages of REBA. as Chair of the Tesco Pension Fund, Ruston has always been prepared to go the extra mile and say the things his peers shy … Continue reading
Posted in advice gap, age wage, annuity, pensions
Tagged advice gap, BSPS, pensions, REBA, ruston smith, Tesco
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