Tag Archives: Origo

From PS20-06 to the dashboard; – can the FCA pull it off?

Posted on June 9, 2020 by henry tapper

  Amidst the noise of the ban on contingent charging, the FCA published a long and detailed Policy Statement PS20-06 For the most part, the FCA is concerned with people safeguarding their rights to promised benefits wherever they may come … Continue reading →

Posted in advice gap, age wage, Dashboard, pensions | Tagged , , , , , , , | 1 Comment

Dashboard? – we’re dash-less and bored!

Posted on August 30, 2019 by henry tapper

  The title was my summation of a discussion of dashboard progress over the past four years. We’d been talking about what the general public want and had landed on precisely the model illustrated at the top of the blog. … Continue reading →

Posted in age wage, Bankers, customer service, Dashboard, dc pensions, pensions | Tagged , , , , , | 4 Comments

Why the door’s slammed shut on open pensions.

Posted on August 9, 2019 by henry tapper

During the week, AgeWage was invited to compete in the  Nesta Open Up Challenge. Nesta is funded by the UK lottery – they are an agency of change sponsored by the likes of you and me; As any entrepreneurial start-up … Continue reading →

Posted in advice gap, age wage, Pension Freedoms, pensions, Start ups, Technology | Tagged , , , , , , , , | Leave a comment

The Pensions Dashboard – remember that?

Posted on March 25, 2019 by henry tapper

  It’s only been a few weeks since the Government announced its plans for a pensions dashboard but it might have been an age. In the fast moving world of Brexit, all is ephemeral and unless you’ve got a way … Continue reading →

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Finding our pensions

Posted on December 15, 2018 by henry tapper

  In a vigorous debate at DWP HQ, two quite different approaches to finding pensions emerged. This blog helps people to understand what the debate is about and why it matters to everyone. It matters because there is some £20bn. … Continue reading →

Posted in Dashboard, pensions | Tagged , , , , , , | 2 Comments

A pension dashboard for all?

Posted on August 31, 2018 by henry tapper

I agree with Anthony Rafferty , CEO of Origo, that the dashboard isn’t just for those drawing to the close of their working (and saving) career. Rafferty writes in Professional Pensions Rafferty points out that to argue against dashboard, based … Continue reading →

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

Put the customer first – help the pot follow member

Posted on August 21, 2017 by henry tapper

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).

Posted on August 11, 2017 by henry tapper

  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