We bought our present house more than forty years ago. The newspapers all said "Buy as expensive a house as…
The RF approach is probably close to what Andy Burnham would like to happen, but the mood music at present…
The economic background is challenging and guidance can be found in the recent report The RF report’s key findings are:…
The history of British equity release predates your old boss's comment in 1984 by nearly two decades, Henry. The first…
Tag Archives: AgeWage
Pension Self Help
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
Posted in pensions
Tagged acceleration, advice, AgeWage, FCA, Guidance, pensions, self-help
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A user’s guide to AgeWage.com
As regular readers will know, I campaign for better information to be made available to savers about their pension pots and to help people understand their pot, have formed a company, AgeWage. AgeWage.com helps people make sense of their pots … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, annuity, Better Retirement Group, Drawdown, FCA, investment pathways
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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
Is value only in the eye of the beholder?
Yesterday’s blog on the capacity of “value” to simplify pensions has solicited some strong comment and a very interesting debate on linked in I am interested in the comments of Simon Ellis who has been assessing value in funds For … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, FCA, HSBC, Simon Elllis, TPR, Value for Money
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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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Arsenal v Chelsea – what matters tonight is the result.
Tonight we have an FA Cup final. It may or may not be a great game but that’s not what Chelsea and Arsenal fans are worried about, they are worried about the score! The score will create an outcome, the … Continue reading
How can pensions be giving savers VFM but not be dashboard ready?
Outcomes for dough, portals for show! Over the weekend, I’ve been thinking about how I can judge the quality of service I receive from my pension provider. As a consumer there are a number of things I would like … Continue reading
Posted in customer service, Dashboard, dc pensions, pensions
Tagged AgeWage, Dashboards, Data, pension dashboards, Value for Money, VFM
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How Pension Providers become winners in a data driven world
Data requests are a key measure of “quality of service”. This is a sister piece to my blog for pension consumers published here. Under GDPR, consumers are entitled to their pension data in a timely fashion. In a test last … Continue reading
Posted in pensions
Tagged AgeWage, Dashboard, Data, Opperman, Pension Dashboard, pensions, Pensions Minister
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AgeWage group hits 10,000 members
Marian Elliott and I had the idea of a linked in group for pension professionals in October 2009. Over the next decade it has grown from a playground where people could meet and do things off their own back to … Continue reading
Workplace pensions fall short over “at-retirement support”
At Retirement Support (with its unfortunate acronym) is not high on workplace pension provider’s priority lists and this is reflected in this survey published by Pensions Expert in an article by Stephanie Hawthorne The survey, conducted by Broadridge, was of … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, At REtirement, pension, Savings
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For younger readers, MIRAS was Mortgage Interest Relief at Source. A scheme allowing UK homeowners to receive tax relief on…