Tag Archives: Origo

Put the customer first – help the pot follow member


I have recently been passed the slides of the PLSA?ABI+++ workshop on creating a common way for pension  pots to follow members. You can find them here. What a mess we are making of something so very simple! Here is … Continue reading

Posted in accountants, actuaries, auto-enrolment, pensions | Tagged , , , , , | 2 Comments

Pot follows member (unless we want to keep it where it is).


  In a statement this week on the sluggish service standards of firms administrating our Defined Contribution occupational pension schemes, the PLSA concluded The median transfer time is 11 days, and although some are much longer1, this is principally due … Continue reading

Posted in advice gap, pensions | Tagged , , , , | 2 Comments