Tag Archives: Lifestyle

So how am I preparing my finances for retirement?

Posted on September 7, 2014 by henry tapper

  The question, I got asked the other days was what I was doing for myself – rather than what I’m telling others to do – as I prepare for retirement. In summary-I am adopting a wait and see strategy. … Continue reading →

Posted in pension playpen, pensions | Tagged , , , , , , , , , | 1 Comment

Another year older..

Posted on December 24, 2013 by henry tapper

I am not a year older – I am two years younger than I was five years ago – at least I’m two years further from retirement (relatively speaking). Continue reading →

Posted in Popcorn Pensions, Retirement, steve webb, welfare, with-profits, workplace pensions | Tagged , , , , , , , , | 2 Comments

Why target date funds have been slow to catch on

Posted on May 30, 2013 by henry tapper

with all the headwinds in the favour of TDFs and against Lifestyle it’s hard to see why insurers aren’t switching to TDFs Continue reading →

Posted in actuaries, advice gap, annuity, auto-enrolment, governance, investment | Tagged , , , , , , , | 2 Comments

PlayPen votes for target date funds in action-packed lunch

Posted on April 8, 2013 by henry tapper

In one of the noisiest and most passionate lunches we’ve ever had the playpen voted 15-7-3 for TDFs vLifestyle with 3 spoilt votes from the “we don’t do default” gang. This was a lunch where we were pretty well split between … Continue reading →

Posted in auto-enrolment, de-risking, Financial Education, pension playpen, pensions | Tagged , , , , , , , | 4 Comments

In the DC garden, all is not a bed of roses

Posted on April 6, 2012 by henry tapper

I’ve been reading the latest report from the Friends Life Workplace Savings Index which you too can  read by pressing this link. The report is powered by DCisions, an organisation that crunches numbers and produces reports on people’s pension investments. I … Continue reading →

Posted in annuity, auto-enrolment, Change, corporate governance, dc pensions, de-risking, NEST, pensions | Tagged , , , , , , , , , | 8 Comments

I outsourced my pension fund to a Fiduciary Manager (but didn’t know it)

Posted on October 22, 2009 by henry tapper

I discovered I’d outsourced my personal pension fund to a Fiduciary Manager. So had all my colleagues, so had 90% of the 14,000 personal pension holders who are my clients and so had the trustees and sponsors of all the Schemes I’d been involved in at Zurich and Eagle Star Continue reading →

Posted in EU Solvency II, Fiduciary Management, Liability Driven Investment, redington, Retirement, Treasury | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 3 Comments