Tag Archives: Pension Bee

Retail platforms – a boat worth missing?

Posted on May 26, 2019 by

I hadn’t realised until yesterday that the FCA has a SIPP and Platform team in the Retail Investment supervision department. For most of us , the idea that we are buying into a platform when we save into a pension … Continue reading →

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

How to turn a pot into a pension (megablog)

Posted on February 24, 2019 by

Hello and thanks for your interest! This mega-blog should be helpful to people who are 55 or older and have money “stuck” in pensions which they could do with to replace income from work. “Stuck” is the right word, most … Continue reading →

Posted in advice gap, age wage, pensions | Tagged , , , | 4 Comments

The rise and fall of SIPPs

Posted on February 23, 2019 by

  It’s easy enough for me to throw stones at SIPPs, I don’t invest in them, I don’t advise on them and I don’t run one. In the early days of SIPPs , two good friends, John Moret and John … Continue reading →

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

Finding our pensions

Posted on December 15, 2018 by

  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

I want to choose my dashboard please!

Posted on September 5, 2018 by

Thankfully the Government has seen sense, it is not going to provide a one size fits all Volkswagon dashboard, it’s going to offer us a motor-show of choice! The Government is not going to build or maintain a pension dashboard. … Continue reading →

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

The dashboard is dead – long live dashboards!

Posted on September 4, 2018 by

  The following statement was made by Simon Kirby, then a Treasury Minister , in my presence on 12th September 2016  I think there are three main principles that must underpin (the dashboard’s) whole design. Firstly, it will need to be open. No single … Continue reading →

Posted in advice gap, age wage, auto-enrolment, Bankers, Big Government, pensions | Tagged , , , , , , , | Leave a comment

Pension Bee ask “who’s Robin who?”

Posted on July 31, 2018 by

  Pension Bee don’t play by the rules. They are a pension provider that isn’t run by actuaries. They give support to their customers through enthusiastic bee-keepers. They run an efficient pension savings plan that offers everyone access to quality funds with a minimum … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , , | 12 Comments

The loneliness of the long-distance saver

Posted on June 24, 2018 by

My heart goes out to Jo Cumbo as she pours over her provider statement. Jo is on the employer governance committee for the FT’s own workplace pension (I won’t mention the contract provider but it’s a household name). Here she … Continue reading →

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

Fintech must Bee for a clear purpose

Posted on April 18, 2018 by

I’m looking forward to a breakfast meeting at the CSFI to hear a conversation between Romi Savova and several sceptics who don’t get the Pension Bee proposition. As I’ve mentioned on this blog several times, I admire Pension Bee and … Continue reading →

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Self-employment; opt-out or cop-out?

Posted on February 10, 2018 by

https://platform.twitter.com/widgets.js These are numbers produced by our Office of National Statistics. Detailed notes are at the bottom of this article. We can safely assume that (without Government intervention) the trends have continued and that the 2017 and 2018 numbers will … Continue reading →

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