Tag Archives: Friendly Pensions

“Focused, faster and more frequent” – tPR unmasks “Friendly” Pensions.

When the Pensions Regulator launched its corporate plan in April of last year, I wasn’t the only person to be a little sceptical. “Intervening more frequently and acting quicker?” – the proof is in the pudding and the pudding had … Continue reading

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GenLife to Smart – a case study in prudent planning

Friendly Pensions and its successor GenLife have now become Smart Pension and the outlook for its 10,000 members has been substantially improved. While GenLife was not insolvent, it decided the best way to achieve its targets was to obtain scale … Continue reading

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How Payroll can avoid offering pension advice (in 5 easy lessons)!

The blog in a nutshell This is a long risk-warning to payroll bureau and their software suppliers  who may be considering providing advice to employers by reducing the choice of pension options to one – a default. If you don’t … Continue reading

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What can go wrong now? Pension Play Pen 2015 risk register

The Pension Play Pen London Lunch Group met for the 62nd consecutive month to establish a Pension Risk Register for the UK in 2015. This might be considered ambitious for an hour long session, not least as our conversation competed … Continue reading

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Why IFA’s have nothing to fear and everything to gain!

  This morning I am chairing Money Marketing’s AE Invitational in Swindon. These will be my opening comments to the audience of invited IFAs who I’m looking forward to spending the morning with.   ” When I started selling insurance, … Continue reading

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