Tag Archives: Pension Bee

Lloyds Bank’s bold step into 21st century pensions

Posted on April 11, 2024 by henry tapper

Time for a viewing of the brilliant film “Margin Call”, which starts with the “letting go” of a bank’s risk officer. Lloyds Bank axes risk staff after executives complain they are a ‘blocker’ https://t.co/HKvI7cMbKt via @ft — Bryn Davies (@DaviesofBrixton) … Continue reading →

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App-less is hopeless! Put pensions at our fingertips!

Posted on January 20, 2024 by henry tapper

 One app for the rich – nowt for the poor! We all know that LifeSight is a very rich workplace pension. It houses the pension savings workers at Vodafone, Bupa and other spectacularly mindful employers have built up and … Continue reading →

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Communications that get things done

Posted on October 23, 2023 by henry tapper

Carol Young’s concept of “consumer grade” experience has immediately attracted the attention of those entrusted to assess VFM – the comments on this post include one from Fidelity’s IGC and Trustee Chair – Kim Nash. This is the key insight. … Continue reading →

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Pension Bee wish “superfunds” well – but “potty pots” aren’t for their savers yet!

Posted on May 31, 2023 by henry tapper

Pension Bee put out a statement on proposals to overhaul the UK pension system which make sense of a lot of noise. Here’s what the Queen Bee, Romi Savova is saying, “For Defined Benefit pensions, the proposals put forward by … Continue reading →

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The tougher it gets, the harder we save

Posted on May 16, 2023 by henry tapper

It seems that as times get harder , our tenacity to provide ourselves with future security increases. New analysis from leading online pension provider, PensionBee, reveals that pension savers put significantly more money aside for their retirement at the start … Continue reading →

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Why Pension Bee are right to push for a 10 day switch guarantee

Posted on May 10, 2023 by henry tapper

It’s worth looking in more detail at Pension Bee’s work on DC transfer times. Paragraphs in italics are from yesterday’s much reported press release, my comments are not italicized PensionBee analysis of Origo’s Pension Transfer Index has uncovered a 31% … Continue reading →

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The state of pension transfers

Posted on May 8, 2023 by henry tapper

  Every pension provider dreams of a system where pension pots flow to them as in the diagram above. This blog suggests that the flow of money is dependent on service not fees and that the winners are not those … Continue reading →

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Can your SIPP investment make an impact? Pension Bee says it can.

Posted on February 24, 2023 by henry tapper

Like many people , I want my money to make a difference – I want to make it matter. But until recently I had only the vaguest idea of how I could make that happen. I am now able to … Continue reading →

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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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