Tag Archives: Financial services
“Just because you’ve built it”..Some home truths about robo-advice.
The problem with Alan and Gina Miller is they are right, and they say the things that the financial services industry don’t want to hear. Before the TTF was a gleam in our eye , they were proving we were … Continue reading
Occupational means occupational – (what we can learn from scams)
Scammers beware, we are aware! July is scams awareness month and the Citizens Advice Bureau is leading the charge. The Pensions Regulator is not far behind with its promotional campaign. The scorpion is never far away. It’s very much up … Continue reading
Consider the lilies – and leave LISA to George
More than a third (38%) of respondents are likely to consider introducing the newlifetime individual savings account (Isa) into their employee remuneration scheme in the future, according to research by law firm Sackers. The survey of 78 employers, trustees and advisors … Continue reading
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Tagged financial education, Financial services, lilly, LISA, pensions, Retirement, Sackers, swan
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#PBUK ; pensions and the public
I’d walked through parliament square to get the Pension and Benefits show and thought how a few hours before Jeremy Corbyn had delighted the die-hards where I trod. I’d seen him defiant on my way back from work and … Continue reading
Finding our Social Purpose
I have been troubled by bad dreams since I heard of the death of Jo Cox, I did not know here , I did not know of her, her life and mine were never likely to have crossed paths. It … Continue reading
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Tagged Brendan Cox, Business, Diversity, Financial services, Jo Cox, Racism, Retirement, social purpose, Society
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Robots do as they are told
The point about artificial intelligence is that it is artificial. Were we to replicate human intelligence we would have to build in the bias’ that make us ‘moral’. By moral, I mean concerned with the principles of right and wrong … Continue reading
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Tagged AI, artificial intelligence, Business, Financial services, pension, pensions, robo-advice, robot
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Let’s talk about sex (and pensioners)
Marx was right, the two principal drivers in our behaviours are sex and money. A successful financial salesman used to present in working men’s club with a clipboard stuffed with ten pound notes, when he opened the clipboard out, … Continue reading
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Tagged awareness, children, Financial Capability, financial education, Financial services, mens sana, old, pension, pensions, Retirement, Sex, welness
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The market-force and where it has a voice.
Context I spent most of yesterday in company with pension providers at the MarketForce conference in London (and most of the evening whooping it up with my chums in payroll!). The Marketforce Conference is clearly a big deal- brilliantly organised … Continue reading
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Tagged auto enrolment, Business, Employment, Financial services, Just Retirement, Marketforce, Nigel Wison, pension, Pension new, pension playpen, pensions, Retirement, Ros Altmann
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The Pensions Dashboard (and consumer demand)
“I didn’t know I wanted this, till I came here – I do now! This was the feedback from one tester of a dummy pension dashboard , as reported in an excellent presentation by Barclays’ Clive Grinyer at a … Continue reading
If I ran a master trust…
Not all of us run a master trust, though you might think it was Britain’s boom industry from the amount of press “master trust proliferation” has got. This blog is here for those who do, and for those who advise … Continue reading