Find what you need to know
the pension plowman
- The time is right for pension price disclosure. lnkd.in/dVey4QRthanks 8 hours ago
- Pension Transfers; tread softly- for you tread on their dreams. lnkd.in/dvKgfdsthanks 8 hours ago
- This blogger’s a reluctant Tory lnkd.in/dU6mGMtthanks 8 hours ago
- Immortal but not immutable – the never ending Tory. lnkd.in/d54v9GUthanks 8 hours ago
- If you see bad advice – say something! lnkd.in/dUzF3TQthanks 8 hours ago
- You want “pension engagement”? Ask Corbyn! lnkd.in/dTgC5zQthanks 8 hours ago
- A single guidance service lnkd.in/d23pq-Qthanks 8 hours ago
- Thanks for the recent follow @Terry_Huddart @tonyvail @Centapse Happy to connect :) have a great Friday. ➡️Get it🆓❓ commun.it/thank-you/?aid…thanks 9 hours ago
- CETVs; the flight from quality lnkd.in/dPGkpKdthanks 9 hours ago
- @JohnRalfe1 @WillJAitken @kennytindall @rosaltmann yes - sorry about the misspell. Very unfortunate - a lot of supp… twitter.com/i/web/status/8…thanks 9 hours ago
Helping people take financial decisions
- Actuarial science advice annuity auto enrolment Brexit Business Business and Economy CDC charges Con Keating corporate governance corporate risk dc dc pensions de-risking defined benefit Defined benefit pension plan Drawdown DWP Employment England Facebook FCA Financial services Financial Services Authority first actuarial Funds George Osborne governance Government Guidance Human Resources IFA IGC Insurance Investing Investment Investment management Life annuity linkedin London National Employment Savings Trust NEST Payroll pension Pension Freedoms Pension new pension playpen Pension Poverty Pension Protection Fund Pension Regulator pensions Pensions Politics ppf public sector Public Sector Pensions regulation Retirement Ros Altmann social media Society Standard Life Steve Webb Tax tax relief Technology The Pensions Regulator TPR Treasury twitter United States Workie workplace pension workplace Pensions
Archives
- 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
Follow the Pension Play Pen on linkedin
lang: en_UShere’s what you’ve bee saying
Andy Scott on Diverse, responsible and capab… Mark Meldon on @theFCA- #transfers-NOT GOOD… henry tapper on CETVs; the flight from qu… henry tapper on CETVs; the flight from qu… Con Keating on CETVs; the flight from qu… -
-
Recent Posts
pension plowman
- The time is right for pension price disclosure. lnkd.in/dVey4QRRestoring confidence in pensions 8 hours ago
- Pension Transfers; tread softly- for you tread on their dreams. lnkd.in/dvKgfdsRestoring confidence in pensions 8 hours ago
- This blogger’s a reluctant Tory lnkd.in/dU6mGMtRestoring confidence in pensions 8 hours ago
- Immortal but not immutable – the never ending Tory. lnkd.in/d54v9GURestoring confidence in pensions 8 hours ago
- If you see bad advice – say something! lnkd.in/dUzF3TQRestoring confidence in pensions 8 hours ago
Categories
- #WASPI
- Accelerator
- accountants
- actuaries
- advice gap
- Airlander
- alvin hall
- Angelina Jolie
- annuity
- Australia
- auto-enrolment
- Bankers
- Big Government
- blockchain
- Blogging
- brand
- Brexit
- Candy Crunch
- cannibalism
- cardano
- CDC
- Center Parcs
- champions league
- Change
- Charity
- Cheltenham
- cheltenham festival
- christmas
- Church of England
- cliche
- club pension
- clyde & co
- Consolation
- consolidation
- consultant
- corporate governance
- costa concordia
- Counting House
- cricket
- Cruise boats
- customer service
- David Pitt-Watson
- dc pensions
- de-risking
- Debt
- defined ambition
- defined aspiration
- Delirious
- doctors
- drawdown
- DWP
- East coast trains
- economics
- EIS
- EU Solvency II
- Euro 2012
- ezra pound
- Farefail
- Fawlty Towers
- FCA
- Fiduciary Management
- Financial Conduct Authority
- Financial Education
- FinTech
- First Actuarial
- fish
- flood
- Flump
- football
- Force for Good
- Frankel
- Fred Goodwin
- FSA
- Fungible
- gloriana
- Golf
- governance
- Greece
- Guidance
- happiness
- hargreaves lansdowne
- hedge funds
- henley
- Henry Tapper blog
- Horse racing
- IGC
- IMIA Awards
- infrastucture
- investment
- iphone
- Ireland
- ISA
- jeremy clarkson
- jeremy corbyn
- Jersey
- John lewis
- journalism
- joy division
- jubilee
- Lady Lucy
- later life
- leadership
- Leonard Cohen
- Liability Driven Investment
- Liberal Democrats
- Libya
- life insurance
- LISA
- London
- mallowstreet
- Management
- Mark Carney
- Martin Lewis
- Matisse
- Matisse cut-outs
- Middle East
- middleware
- Money Advice Service
- monkey league
- monty python
- Music
- napf
- NEST
- Nick Clegg
- norse sagas
- North Korea
- Nothe
- now
- Occupy London
- OECD
- Olympics
- Olympics 2012
- one pound fish
- Oxford and Cambridge Boat Race
- Paul Lewis
- Payroll
- Pension Freedoms
- pension playpen
- Pension Rocks III
- pensions
- Pensions Regulator
- Personal Accounts
- Personality
- PLSA
- poetry
- Politics
- Popcorn Pensions
- pot
- PPI
- Public sector pensions
- punk
- QROPS
- RBS
- redington
- religion
- Retail Distribution Review
- Retirement
- reward
- Ricky Gervais
- risk
- robo-advice
- Ros Altmann
- Royal Mail
- rugby
- Ryder Cup 2012
- Sage
- Salford Quays
- SEIS
- Shakespeare
- shell
- smelly
- social media
- springstee
- Springsteen
- St Paul's
- Start ups
- State Street
- steve webb
- stock lending
- Student debt
- Suarez
- Syria
- target date funds
- Tenerife
- The Ashes
- the pitch
- The Racket of the Lambs
- town planning
- Trades Union Congress
- Treasury
- Troy shandell
- Trump
- trustee
- TS Eliot
- Twickenham
- WASPI
- welfare
- wiggins
- William and Kate
- with-profits
- wonga
- Workie
- workplace pensions
- World Cup
- x factor
- Yeovil Town
- zopa
Pages
- Follow The Vision of the Pension Playpen on WordPress.com
Tag Archives: Financial adviser
A note on transfer values and “reverse transfer risk”.
James Greer of Old Mutual is reminding financial advisors that there’s a risk of advising clients to stay put and not take a DB Transfer Value. Our data suggests that only about 15% of transfer values applied for are taken … Continue reading
Posted in pensions
Tagged adviser, CETV, defined benefit, Financial adviser, FTadviser, litigation, pensions, Susan Hill, Transfer
4 Comments
Can technology solve our savings problems?
We are putting too large a trust in technology to manage our pensions. The brave new world of Fintech may give us the pension dashboard, pot aggregation and robo-advised spending mechanisms, but are we ready for self-empowerment? In this article I … Continue reading
Posted in pensions
Tagged Andrew Young, Financial adviser, Fund Choice, Government Actuary, music, Robo-adviser, Technology, Technology solutiosn
Leave a comment
FINANCIAL UNDERSTANDING – what one insurer’s doing to improve things.
A lot of people think that big financial institutions prey upon the ignorance of the public. Many have, many have treated their customers as seals to be clubbed on the beach. Part of the problem for insurers was that they … 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
Can advisers make money from auto-enrolment?
Almost every day I get a call from an advisory firm having trouble recovering costs from advising on auto-enrolment. The problems are less to do with pricing than getting paid. |I’ve been thinking about all the issues that we’ve had … Continue reading
Keeping the vultures at bay (pension liberation)
This message hit my inbox this morning from the indomitable Angie Brookes A new campaign has been launched to warn people of the dangers of pension liberation and the fraudsters who are peddling this junk. Pension Life – http://www.pension-life.com – … Continue reading
Posted in pensions, Politics
Tagged Financial adviser, IFA, liberation, Pension Liberation, Scam
Leave a comment
Replacing the financial salesman in the workplace.
Auto-enrolment killed this kind of adviser as video killed the radio star. Continue reading
Posted in advice gap, annuity, auto-enrolment, Payroll, pensions
Tagged Consultant, Employment, finance, Financial adviser, Financial services, GPP, Insurance, pension
13 Comments
Pension agnostic?
An “agnostic” is someone who knows he cannot know and so gives up trying to find out. You hear the phrase “pension agnostic” bandied around at the moment, mainly from the providers of ancillary services that help companies auto-enrol. If you key … Continue reading
Posted in actuaries, Consolation, corporate governance, dc pensions, defined aspiration, Fiduciary Management, Financial Education, First Actuarial, hargreaves lansdowne, pension playpen, pensions, Retirement
Tagged Business, Employment, Financial adviser, Financial services, Human Resources, National Employment Savings Trust, pension, Saving
7 Comments
The solid value of insurance
“The people I talk to full into one of two categories, either you’ve built up some money and want to hang onto it, or you are looking to .” That was our opening gambit when we met with prospects. I … Continue reading
The RDR has scotch’d the snake not killed it!
the FSA has “scotched the snake not killed it”. Continue reading
