Tag Archives: Human Resources

IFEs not IFAs

If you’ve followed my posts over the past few days, you’ll l know I’ve referred to a debate between advisers, insurers, pension managers and trustees which started out discussing the ethics of incentivizing  enhanced transfer values and has moved toi discussing how and when advice … Continue reading

Posted in annuity, corporate governance, dc pensions, de-risking, EU Solvency II, Liability Driven Investment, pensions, Retail Distribution Review, Retirement, Treasury | Tagged , , , , , , , , , , , , , , , , , , , , , , | 18 Comments

That ETV debate in full

Sometimes people’s comments on blogs are more interesting than the blog itself- this is certainly the case in a blog I wrote last week on “Enhanced Transfer Values” the thrust of which is that there are better ways to de-rsik defined benefit pension plans than by giving members cash bungs to transfer out theirguaranteed rights.
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Posted in annuity, dc pensions, de-risking, pension playpen | Tagged , , , , , , , , , , , , , , , , , , | 11 Comments

There are better ways to de-risk than ETVs

The only pension schemes which you cannot transfer out of are the Basic State Pension, State Second Pension and NEST (yes – odd that a DC plan is in that mix). Continue reading

Posted in corporate governance, customer service, dc pensions, de-risking, EU Solvency II, Liability Driven Investment, NEST, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 13 Comments

What to do with pension trustees

The skills, the committment and the experience of trustees is undoubted. They are a resource that is given for free for the good of all. IF David Cameron’s Big Society is expressed anywhere it is in the noble behaviour of these people, whether CEOs, shop stewards or ordinary members. Continue reading

Posted in annuity, dc pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , , | 10 Comments

Be aware – IFAs at work!

In order for employers to get value from their employee benefit plans they had better be absolutely sure that they are delivered by advisers that need carry no wealth warning!
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Posted in corporate governance, dc pensions, de-risking, Retail Distribution Review, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 7 Comments

Do them a favour – give your older workers a hand!

It is as if a bridge had been built without a ramp from bridge to shore . People have to make their way from bridgehead to safety using their own resources though the cost of completing the bridge is minimal relative to the benefit it would bring. Continue reading

Posted in annuity, pensions, Retirement | Tagged , , , , , , , , , , , , , | 4 Comments

Should employers be bothered about their pensioners?

Seems a stupid question to those of us involved in running defined benefit schemes. Pensioners of defined benefit pension schemes are the happy beneficiaries of their companies foresight and generosity in establishing and maintaining that pension. Organisations that have established … Continue reading

Posted in annuity, customer service, dc pensions, Retirement | Tagged , , , , , , , , , , , , , , | 31 Comments

Kids stuff – what HR and Pension people can learn from Generation C

We will be competing for their interest with a whole bunch of others trying to get some space on their cloud. Continue reading

Posted in dc pensions, de-risking, pension playpen, pensions, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , | 9 Comments

Keeping pension scheme members engaged

I hope that in future debates, we will concentrate as much on holding the attention of employees as getting it. Continue reading

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