Tag Archives: Government

Confusing evidence. Aon and Aegon’s bogus trade-offs

Posted on August 15, 2023 by henry tapper

Aon has produced a survey of  Aegon customers who are approaching the point they could choose pension over pot by buying into CDC, annuitizing or drawing down from their pot.  The survey is interesting not so much for the results … Continue reading →

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A day when the flat-earthers got a shock – a DC summit that lived up to its name.

Posted on May 16, 2023 by henry tapper

As expected, the DG publishing’s DC Strategic Summit held in Liverpool Street , offered us a day well spent. Many thanks to the organizers, the sponsors and the speakers. As I have said in my feedback , it is hard … Continue reading →

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Do we ever save enough to stop work?

Posted on March 26, 2023 by henry tapper

  I am not at all sure that most people ever feel secure enough to pack work in. So I found Ali Hussain’s article in the Times , depicting fifty somethings rushing to the door at the prospect of higher … Continue reading →

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“Are unregulated consultants to blame for the LDI crisis?”

Posted on November 13, 2022 by henry tapper

Good morning and welcome from sunny Paphos, set in the eastern mediterranean, a hop and a skip from Lebanon, Israel and Palestine. If you begrudge me a week of leisure then I’ll tell you I’ve paid for it through the … Continue reading →

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Pension Bee and the transfer Kerfuffle. Have your say 10.30 Tuesday.

Posted on July 11, 2022 by henry tapper

Last week wasn’t just about politics. One of the last tweets Guy Opperman issued in his first term as Pensions Minister was in support of pot to pot transfers , following Pension Bee’s now notorious letter of complaint. Pleased that … Continue reading →

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Dashboards will test quality of service – and value for members.

Posted on June 27, 2022 by henry tapper

Thanks Paul McGlone for reminding the good people of Linked-in that “dashboard denial” is futile. He ends a pithy argument with an admission that while dashboards are coming , we don’t know quite when. Of course, none of that is … Continue reading →

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A way to manage pension freedom – from a land down under.

Posted on April 23, 2022 by henry tapper

FCA and TPR. Please read below a post from an Australian actuary called Jim Hennington. It describes the regulatory requirements placed on providers of retirement income in Australia. I have only inserted links, to help readers not familiar with terms … Continue reading →

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On state pension conspiracy theories.

Posted on December 23, 2021 by henry tapper

Two and a quarter years late, this blog is an answer to Ruth Gilbert’s question. I’m not sure why it has re-emerged on my timeline, but now is a good time to get a layman’s assessment of what we can … Continue reading →

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‘We’ve been here before’: IFAs round on gov’t DC illiquid assets plan

Posted on March 26, 2021 by henry tapper

It’s not my headline (or my photo), I’ve nicked them from Citywire’s NMA and if you click the link you can read the views of a number of IFAs on the idea of having your pension pot invested in illiquid … Continue reading →

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Standard Life’s IGC provides a bit in the middle

Posted on March 2, 2021 by henry tapper

Standard Life’s IGC has been very courteous and issued an interim report for those (like me) who read their reports every March/April. This year we will have to wait till July to read the report and I’m particularly interested in … Continue reading →

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