Tag Archives: Pension Bee

Implacably opposed to SIPPs?

Posted on December 24, 2022 by henry tapper

My last meeting of the year was with a SIPP provider. We discussed the performance of the funds it offered, the value it had offered for the money it had garnered (mainly by combining pension pots built up in the … Continue reading →

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Getting your children up the pension ladder

Posted on December 8, 2022 by henry tapper

Pension Bee have come up with an imaginative way to boost loved ones’ pension savings by thousands of pounds with monthly tax-free gifts The pension operator modelled several scenarios to highlight the potential of passing on wealth through pension contributions. … Continue reading →

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Pension Bee and Snoop partner to help us manage our pension saving.

Posted on September 1, 2022 by henry tapper

I’m keen for pension providers to use innovative ways to help manage their pension saving. This looks a good initiative. Let’s hope that some workplace pension providers take note! PensionBee, has announced a partnership with money-saving app, Snoop, to help … Continue reading →

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Pension transfer times are getting longer , how can this (pension) be?

Posted on April 29, 2022 by henry tapper

I am a fan of Pension Bee. I visited their new offices in Southwark yesterday, I was shown into the post room, apparently they get a special delivery every day, so much mail needs to be scanned from the pension … Continue reading →

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Savers suffer as providers throw rocks at each other

Posted on April 24, 2022 by henry tapper

  New research from Steph Hawthorne on behalf of the FT’s Pension Expert shows that nothing has changed from the data published by the DWP (except Smart aren’t sharing data with the FT) Here is the DWP data, based on … Continue reading →

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Here they grow again – Cushon buys Creative – Pension Bee doubles assets in a year!

Posted on January 21, 2022 by henry tapper

Cushon have won the race to absorb Creative Benefits and its highly popular master trust. Its blog tells us  that the acquisition of Creative  doubles Cushon’s sits reach  to over 400,000 members and increases AUM (including ISAs) to £1.7bn. Money … Continue reading →

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How I’m trying to make my money matter

Posted on November 20, 2021 by henry tapper

This blog is about how I am reorganizing the money I’ve invested for my retirement. It shows that if you dig a bit, you can find ways to get what you want. But you have to know what you want … Continue reading →

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Transfer incentives – gimmicks or guidance?

Posted on November 15, 2021 by henry tapper

Swap ‘utility’, ‘broadband’, ‘bank’ or ‘gym’ for ‘pension’ and it would barely raise an eyebrow. Should pensions be different to the rest of the free market? — Will Aitken (@WillJAitken) November 12, 2021 Our pension savings have a status in … Continue reading →

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Why we shouldn’t choose pension providers just on price!

Posted on November 10, 2021 by henry tapper

The decision from the DWP to defer prescribing on how a commercial pension provider charges member’s for their services is welcome. It would have been better if we didn’t have to consult further and that the Government made the message … Continue reading →

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Why is the pension user journey so rough?

Posted on October 3, 2021 by henry tapper

People worry about their pensions, they do not enjoy the prospect of having a later life free of work, they worry that they haven’t saved enough, they’ve lost their pension rights , they worry about their money running out before … Continue reading →

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