Tag Archives: advice

Pension Self Help

Posted on August 20, 2020 by

We live at a time of self empowerment. If we don’t know how to do something we learn, searching for answers from the web. We’ve learned how to do things from You tube, understand things from Wiki and with a … Continue reading →

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“That’s an interesting choice”

Posted on August 2, 2020 by

“That’s an interesting choice” is a statement that interests me a lot. It is an entirely satisfactory response to a test we have just started with the FCA in which we allow people to compare pension pots by way of … Continue reading →

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Should the tax-payer subsidise the cost of vertically integrated advice?

Posted on July 18, 2020 by

  The cost of pensions tax-relief is likely to be a burning issue in the months ahead. The tax-payer is supposed to incentivise good behavior. Pre-funding retirement income leads to self-sufficiency and independence on younger generations in later life. That’s … Continue reading →

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Transferring pots is a matter for the FCA and not MAPS

Posted on June 26, 2020 by

BREAKING: Stephen Timms, the work & pensions select committee chair, is to push for DB schemes to be able to pause transfers to reduce the risk of savers being hit by scams. Mr Timms plans to table an ammendment to … Continue reading →

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The pension must go on

Posted on April 22, 2020 by

As we all work in our individual way from our individual workplaces, it’s hard to see the big picture – we see plenty of trees but not the wood. Pensions are not about us but about the people who get … Continue reading →

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Furloughing financial advice?

Posted on April 17, 2020 by

This blog has been furloughed

Posted in advice gap, age wage, pensions | Tagged , , , , , | 7 Comments

People approaching retirement face ‘financial emergency’ – Billy Burrows

Posted on April 1, 2020 by

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 →

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“Advice for Middle Britain” – keeping the cost down.

Posted on March 29, 2020 by

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 →

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Is MaPS creating a UK Financial Wellbeing Movement?

Posted on March 19, 2020 by

At this time of crisis , we need to be deploying our resources to meet the immediate needs of our customers and MaPS should be no different Continue reading →

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Adding life to our years, not just years to our lives.

Posted on March 1, 2020 by

  “What all of us want, as we age, is to add life to our years, rather than just years to life. An extended middle age is not unique to US politicians. It should be available to everyone — and … Continue reading →

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