Tag Archives: Martyn Lewis

Four ways for financial advisers to open for change

The self-referencing loop Caught in a self-referencing loop, the debate about how financial advice can involve seems doomed to repeat itself indefinitely. Last night I listened to four experts (who weren’t practicing financial advisers) discuss for 90 minutes how financial … Continue reading

Posted in pensions | Tagged , , , , | 3 Comments

Why there’s no pension aisle in the MoneySupermarket (pt 94)_

Martyn Lewis spoke at the PLSA virtual conference yesterday. It’s not easy to see how many were listening but I was as his contributions  to the world of pension provision, though few, are  valued. Speaking from home, Lewis explained the … Continue reading

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NAPF Conference Report (from our man not on the spot)

My attempt to create a one man fringe event at the NAPF was short-lived and I spent the majority of the past 48 hours ensconced in various coffee shops and bars listening to Conference Reports from playpen cronies. The feedback … Continue reading

Posted in auto-enrolment, dc pensions, de-risking, napf, NEST | Tagged , , , , , , , | 7 Comments

Pensions crisis: one in 10 forced to delay retirement

Pummeting annuity rates and poor investment returns means thousands cannot afford to stop work.   One in 10 of those due to retire this year will delay taking their pension, as a combination of plummeting annuity rates and poor investment … Continue reading

Posted in annuity, auto-enrolment, de-risking, Fiduciary Management, happiness, Henry Tapper blog, Martin Lewis | Tagged , , , , , , , , | 9 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

Could we find a truly independent financial adviser?

The Playpen met for lunch as they do every first Monday of the month to discuss a question posed to us by Paul Bradshaw- serial entrepreneur and the inventor (according to Alan Smith) of the £50,000 pa PEP. In attendance Bill … Continue reading

Posted in pension playpen, Retail Distribution Review | Tagged , , , , , , , , , | 2 Comments

Paul Bradshaw – champagne please!

Paul Bradshaw – the man behind Skandia and latterly Nucleus, Annuity Direct and a number of similar advisory ventures is a canny man-   it was not for nothing that he offered a bottle of champagne to anyone who could truly claim to offer independent … Continue reading

Posted in mallowstreet, pension playpen | Tagged , , , , , , , , , , , , , , , | 2 Comments