Tag Archives: Pension Bee

Time to stop dissing Robo-Advice?

In a brilliant article , which you may be quick enough to access via this link, the FT’s Damian Fantano explores what is going on with robo-advice – or what robo-advisers like to call “putting the AI into financial advice”. … Continue reading

Posted in accountants, age wage, pensions | Tagged , , , , , , | 4 Comments

How Scam man and Robbin’ won the world’s first Scamathon

AND WE HAVE A WINNER… Scam Man & Robbin’! The judges loved the retro aspect, taking the vigilante stance and the overall simplicity! Congratulations guys! 🥳 #PensionScamsHackathon — PensionBee (@pensionbee) November 29, 2019   Scams are a worry, and not … Continue reading

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

Retail platforms – a boat worth missing?

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)

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

  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

  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 ÂŁ20bn. … Continue reading

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

I want to choose my dashboard please!

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!

  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?”

  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

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