Tag Archives: Guidance

Pension Wise+Pension Dashboard=?


You’ve probably seen the splurge of advertising for Pensions Wise, as it eases towards a new brand. Odd! Someone’s got a budget to burn! In a couple of months we’ll have a new brand and a whole load more rules … Continue reading

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My hour with Pension Wise (5 myths dispelled)


Pension Wise is in the news today as it is likely to form part of a new (yet to be named) single advisory organisation covering debt and pensions.  At a time of uncertainty, I can add some certainty, the Pension … Continue reading

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“Not complaining, just saying” – DWP + HMT screw-ups + how to deal with ’em


Yesterday saw two issues re-emerge from Government announcements that were inaccurate and  confusing. Both show that even with their army of lawyers, the Treasury and DWP still make fundamental errors that were they to be made from the private sector … Continue reading

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Social media – “everybody’s doing it – so let’s not do it at all!”


  I rode down to the Jumeirah Carlton Tower (no less) to speak at “Social Media for Marketing”, a sell-out conference which in headlines offered GUIDANCE, COMPLIANCE & FUTURE TRENDS At the risk of homogenising the other (excellent) speakers, this … Continue reading

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“How can government ensure people get the pensions advice they need?”


    I’ll find myself , at the beginning of the day, on a panel charged by Jon Cudby with John Moret and other financial services dignitaries discussing the New Retirement Freedoms I’ll find myself, at the end of the … Continue reading

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Thus speaks the Regulator – and TPAS too!


Some help is at hand for Britain’s SMEs and their business advisers, but there needs to be signposting to specialist advisers that can apply tPR’s guidance and offer a “definitive course of action”.   The Pension Regulator has published some … Continue reading

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I smell a (pensions) rat – what can I do?


An advert appeared yesterday on the Pension Play Pen Linked In Group.. If you’re in our Group, you can see it here The organisation – Save My Pension is offering a “route to market” with the message from its Director Danny Smith  … Continue reading

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IFAs and actuaries – as easy as “A Cap B”.


For half of the 30 years I’ve been advising people, I was paid by private individuals to help them take difficult financial decisions. For the other half, I’ve been paid by employers to help their staff take difficult decisions. This … Continue reading

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Two thirds of SMEs are pension virgins.


New research is out on the purchasing intentions of the remaining 1.2m employers who aren’t “in” to auto-enrolment. Of the  SMEs surveyed who are yet to stage, two thirds (66%) don’t have any existing pension arrangements for their staff while … Continue reading

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Why are we not talking about our pensions? An IFA’s view (guest blog)


On 6 April 2015, brand new rules that affect the way UK retirees can access their pension will come into effect. To assist people in generating their retirement income the government has guaranteed free guidance to all retirees, yet a … Continue reading

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