Tag Archives: pension transfers

Pension transfers- actuaries have nothing to crow about.

Posted on January 29, 2020 by henry tapper

I am cross that an established firm of actuaries get on the front page of the FT for kicking IFAs for their advice on pension transfers Mark van den Berghen, principal and senior consulting actuary at Buck, a consulting firm … Continue reading →

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By George, I just shrunk the pension!

Posted on April 19, 2018 by henry tapper

While “workplace pensions” go from strength to strength in terms of coverage, the amount of money being paid as “pensions”, certainly in the private sector, is likely to shrink. this article looks at why and asks some awkward questions about … Continue reading →

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

Why the FCA should take a leaf out of tPR’s book.

Posted on July 30, 2015 by henry tapper

  The Pensions Regulator have been re-born over the last five years and become focussed on helping advisers, trustees and employees solve pension problems. They have started treating us as  customers and not potential criminals. Sadly, this attitudinal shift doesn’t seem … Continue reading →

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The transfer mess gets worse…

Posted on July 28, 2015 by henry tapper

It’s been some weeks since I wrote about transfers. To recap, I have been predicting a seizure in the transfer market , resulting from high demand, low-advisory capacity and pipes blocked with regulatory effluent. So it doesn’t come as a … Continue reading →

Posted in Treasury, trustee | Tagged , , , , , , , , , , , , , , , , | 10 Comments

Common sense needed on transfers

Posted on June 30, 2015 by henry tapper

Whether you’re moving house or moving money, the process is fraught. We are no closer to pots following member than when the “portable personal pension” was established in 1987. The friction involved in moving money from scheme to scheme, fund … Continue reading →

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The long walk to pension freedom

Posted on March 2, 2015 by henry tapper

There is a walk to pension freedom – it needn’t be that long if we can get advice right. Continue reading →

Posted in annuity, pensions, Pensions Regulator | Tagged , , , , , , , , | 2 Comments