Tag Archives: advice

Money in auto-enrolment? – the jury’s out!

This morning and regularly over the next few weeks, I will be speaking at Money Marketing Auto-Enrolment invitational events around Britain. These are the slides that I will  be using   Advisers and auto enrolment from Henry Tapper It’s odd … Continue reading →

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Why it’s harder to get knowledge than information

  Digital Guidance supports people taking tough decisions but it cannot take those decisions for them. Even when a decision is taken not to do something – like not to choose an investment strategy or pay voluntary contributions, people feel … Continue reading →

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Independence just got that little bit more valuable.

Standard Life have announced that they are setting up a salesforce offering restricted advice . Apparently it demonstrates the insurer’s commitment to the advisory sector. I suspect it is a recognition that the experiment providing mass market independent advice is all but … Continue reading →

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“what should tell the staff?” Pension PlayPen Lunch today!

  Every first business Monday of the month, the Pension Play Pen Linked In group meet in the Partners Room of the Counting House in Cornhill to discuss pressing issues of the day. True to form, we meet today (Monday … Continue reading →

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How low can guidance go?

The FCA have published an important document that sets out to define where guidance ends and advice begins. Thankfully , it’s one you can read without feeling guilty that you aren’t going to answer 150 consultation questions! The FCA has … Continue reading →

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How competitive is our private pension system?

    We are three months away from the launch of the new pension freedoms and not much is happening. There ain’t nothing shaking but the leaves on the trees! NEST has issued a lengthy consultation on what it should … 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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How can this be?

A school friend of mine, came to see me yesterday with some paperwork. He had been reviewing his financial affairs. Like me , he is 53 and had been excited by talk of the new Pension Freedoms. The problem His … Continue reading →

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A tax on a tax

Yesterday I wrote about the various Government interventions that employers in the UK have had to cope with. My point was that the employer is increasingly being used as the unpaid agent of the welfare state. Auto-enrolment is one case … Continue reading →

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If all you had was all you have – how long could you last? Guest blog from VIVI

When I am invited to speak with young entrepreneurs on behalf of Blackbullion I always ask them how long they could last on their savings. It really does take twice as long and cost twice as much as expected to … Continue reading →

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