-
Archives
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- July 2009
- May 2009
- April 2009
- January 2009
-
Meta
Tag Archives: advisers
SIX awkward questions trustees and sponsors should ask their advisers
In addressing Pension Playpen today, William McGrath, founder of C-Suite Pension Strategies suggested LDI problems should inspire scheme trustees and members to consider some awkward questions. Awkward Questions – What has been sold and at what losses in the last … Continue reading
The pension transfer mess: who pays and what’s paid?
There’s an irony to PAC’s assertions. It was extremely critical of the FCA in almost every aspect but never even questioned a key one: the FCA’s own assessment that transfers were very widely unsuitable at BSPS. This is now being … Continue reading
How do Customers benchmark what’s good about their DC pension?
For employer’s it’s all been about inter-operability I’m returning to a question that has bothered me since the inception of auto-enrolment over six years ago. To begin with, it was a question for employers and could largely be answered in … Continue reading
Posted in actuaries, advice gap, pensions
Tagged advisers, Aegon, AgeWage, Aviva, L&G, pension playpen, Royal London, Standard Life
3 Comments
Has Tata the courage of its conviction? (the workplace pension that dare not speak its name)
It I’ve been in correspondence with a steelworker who wrote me this Over the past few months when my work colleagues at TATA have been talking about transferring out I suggested the TATA Aviva Plan to them as it … Continue reading
Paul Lewis and cash – tactically astute – strategically moribund!
Jon Cudby is both brave or foolish to take on Paul Lewis over Paul’s remarks at FT Adviser events over the past few weeks. As the next speaker up at two of them, I heard what Paul said, what the questions … Continue reading
Source Pensions – a tough lesson for auto-enrolment.
Over the weekend , the Telegraph published a story about Source Pensions . In the article it correctly claims that many pension savers have been automatically enrolled into illegal schemes. Source Pensions admit this is “regrettable”, I agree, You can read … Continue reading
Is commission really dying?
There has been nothing that has so harmed the image of pensions over the past thirty years as the deception of commission. I don’t want to use phrases such as “lack of transparency” or words like “opacity” words like these … Continue reading
Posted in annuity, Payroll, pension playpen, pensions
Tagged advisers, annuity, auto enrolment, Business, Commission, DWP, FCA, Freedoms, Human Resources, pension, Pension new, pension playpen, pensions, Retirement, the deception
1 Comment
Advice and education
I chaired a meeting of independent financial advisers at RIBA yesterday. The best thing about the morning was the half hour spent over lunch in the wonderful Rennie Mackintosh exhibition within RIBA’s beautiful HQ in Great Portland Street, a … Continue reading
A code of good practice for transfer advice?
We are rubbish at financial risk and we know it. We take decisions on financial matters with as much confidence as betting on the horses and if our horse falls at the first we blame everyone but ourselves! Small wonder that … Continue reading
Posted in reward, risk
Tagged advice, advisers, annuities, Bonds, Business, conduct risk, defined benefits, Financial adviser, financial objectives, Financial services, Guidance, makets, Pension new, pension playpen, pensions, Phil Young, Retirement, Risk, Steve Webb
11 Comments