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Tag Archives: advice
A chance for pensions to help the CIPP and payroll – HELP PLEASE!
This blog reaches to all the people who do pensions but rely on payroll to do their heavy lifting! That’s about 100% of us then. The CIPP has created a survey which they would like to share with pensions professionals … Continue reading
Advisers should welcome (not fight) the FCA’s review of in retirement advice
Thankfully , I find Al Rush’s tweet shocking. If I didn’t – I could have no faith in financial advice and financial advisors. @henryhtapper 👇🏻 https://t.co/IWPFzjn9vx — Rush (@exRAF_Al) February 8, 2023 The vast majority of clients of IFAs rightly … Continue reading
Advice or guidance? – It depends how you like to travel!
This blog follows Australian pension regulation, not because that’s what’s trendy in political circles (we are unlikely to see the next pension minister be such an admirer) but because of the it informs debates in this country we are yet … Continue reading
If you’re choosing a financial adviser – listen to Alan.
Tips for picking advisers include going through their Twitter feed and avoiding those driving a posh car as your fees are paying for it. Judging by some adviser posts, Teslas seem to be a preference https://t.co/g20BfANoM7 — Ali Hussain (@AlihussainST) … Continue reading
Has lifestyling worked? Who knows?
Who knows! Lifestyling – (sometimes called “life-cycling”) in DC pensions means adjusting the asset allocation of a pension pot to meet changing circumstances as people prepare to crystallise their pension pot(s). A crystallisation is a transaction which sees an encashment … Continue reading
Posted in pensions
Tagged advice, Business and Economy, CDC, Census, dc pensions, de-risking, Financial services, pension, Pension new, Pensions, Retirement, Who knows
8 Comments
MaPS faces up to the public as “Moneyhelper”
Introducing MoneyHelper, our new consumer brand, launching from 7 June. Get ready for MoneyHelper using our responses to frequently asked questions, and follow Money and Pensions Service channels for more resources to support you to make the change. https://t.co/tscbcOYE61 pic.twitter.com/LXMHMThqXY … Continue reading
The secondary market in workplace pensions
In 2013, Pension PlayPen founded a choose a pension service for employers needing to designate a workplace pension so that staff could be auto-enrolled according to the staging roll-out. At the time, we predicted that once the heavy lifting had … Continue reading
The curse on pensions is the cult of the consultant!
I thought about calling this blog the “cult of complexity” as in modern English, a cult is a social group that is defined by its unusual religious, spiritual, or philosophical beliefs, or by its common interest in a particular personality, object, or goal The social group I have in mind is … Continue reading
Posted in pensions
Tagged advice, advisors, complexity, Consultant, cult, investment consultant, Pensions
7 Comments
Making pensions as important as football
I have received a nice email from the Pensions Minister , some of which can be shared. It would be easy for Guy Opperman, days after getting Royal Assent to the Pension Schemes Act, to sit back. Instead I … Continue reading
Posted in pensions
Tagged advice, Andy Haldane, DWP, FCA, football, Guidance, pension, TPR
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The breach of trust the FCA has yet to address
The MP’s Nick Smith and Stephen Kinnock held a press conference yesterday to remind the FCAÂ that 3 years after the hard closure of “Time To Choose” , steelworkers are still waiting for something to happen by way of compensation … Continue reading