Tag Archives: Business

Pension Bee floats for £300m – MPs dither over dashboards

    Two things caught my eye yesterday evening. The first was a comment made in parliament by Nigel Mills MP on protecting people from themselves and denying them access to digital consolidation via a dashboard. Nanny state The Government … Continue reading

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Which comes first – the dashboard or the data?

I’m doing a call this morning with some pension strategy people , some from Fintech and some representing “old tech”. It’s a timely discussion as the Scottish National Party  limbers up to put a spoke in the wheels of an … Continue reading

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Opperman lays out his 2021 agenda at the PLSA

How far we’ve come from ministers reading out statements at pension conferences with no questions flanked at entry and exit by flunkies. Yesterday we had an open- shirted Pensions Minister delivering , seemingly without notes and within the intimacy of … Continue reading

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TISA’s plans for low paid AE opt outs are a disgrace

About a year ago the Tax Incentivised Savings Association (Tisa) asked its members to vote for a name change to The Investing and Saving Alliance. This meant it kept the Tisa acronym even though the underlying name changed. TISA hopes it … Continue reading

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Data in a dungeon

    I’m pleased that Guy Opperman came out fighting for the dashboard when he addressed the Society of Pension Professionals yesterday. He identified two central problems facing the consumer wanting to find out about their pensions. That their data … Continue reading

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Can Government put social freedom back in the bottle?

LATEST: All social gatherings of more than 6 people will be banned in England under new Covid-19 limits to be announced tomorrow by PM Boris Johnson. The police will have new powers to disperse and fine any group larger than … Continue reading

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Is MaPS creating a UK Financial Wellbeing Movement?

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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From helping your clients to helping yourself.

The severity of the falls in stock market put in jeopardy the revenues of asset based businesses. Put simply, if the markets fall 50%, so do revenues. What were profitable business models become unprofitable and sooner or later costs catch … Continue reading

Posted in Consolation, coronavirus, pensions | Tagged , , , , | 5 Comments

Pension Bee talks, LGIM listens

The Guardian announces this morning that Pension Bee’s campaign to get access to an LGIM fund that divests from companies profiting from fossil fuels. Getting the mighty LGIM. Britain’s biggest fund manager, to respond to customer pressure is no mean … Continue reading

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What is CDC?

  I’ve had a couple of calls recently for a simple explanation of what CDC is and why it could be useful in Britain today. CDC is an abbreviation for Collective Defined Contribution. A CDC scheme is created by contributions … Continue reading

Posted in CDC, Pension Freedoms, pensions | Tagged , , , , , , | 2 Comments