Tag Archives: pensions
“If you want a do-it-all dashboard – you’ll have to wait a decade”.
Speaking at an AgeWage/FDATA event last night, Romi Savova told a packed house that the MAPS dashboard could do little more than find people’s pensions with the detailed information we need to take decisions on our pots delivered off-dashboard via … Continue reading
Posted in advice gap, age wage, Pension Freedoms, pensions
Tagged DWP, FCA, FDATA, Open Banking, open finance, Pension Bee, pensions, Romi Savova
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Coming to terms with the new virus
There was an awkward moment at the end of my appointment with my NHS consultant yesterday morning. As we rose to part both instinctively stuck out our hands and then with a forced laugh withdrew and fist-pumped. We had … Continue reading
Posted in pensions
Tagged Coronavirus, handshake, NHS, pensions, PLSA, PLSA conference
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Who will patrol the investment pathways?
Investment pathways are the big idea to help those getting to 55 and with pension freedom in sight. From August, people will be presented with four paths for their money. One takes them to a point when they can … Continue reading
Posted in IGC, pensions
Tagged David Hare, FCA, GAA, governance, IGC, music, pensions, Phoenix, Pitmans, PSITL, Reassure
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Putting “transfer” in employer’s heads
Since 2012, the industry has self regulated pension transfer exercises where employers offer staff a financial incentive, to quit good quality schemes. Industry leaders are now calling for the Govt to intervene after saying self-regulation is failing https://t.co/sSwvLQG94A — Josephine … Continue reading
What will Isio mean for pensions?
Over the weekend I saw a number of my pension contacts leaving KPMG and joining Isio. I couldn’t work out what Isio was until the FT ran an article about this new consultancy launching today. If I was in the … Continue reading
Lead generation; little value for a lot of money.
Most internet comparison pages are misleading and should be taken down We have a problem with internet lead generation which has been investigated by Laura Purkess and promoted by Jack Gilbert. Here is the twitter thread (note these are screenshots … Continue reading
Posted in age wage, Martin Lewis, pensions
Tagged AgeWage, Citywire, Lead generation, Martin Lewis, MSE, pension playpen, pensions
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Adding life to our years, not just years to our lives.
“What all of us want, as we age, is to add life to our years, rather than just years to life. An extended middle age is not unique to US politicians. It should be available to everyone — and … Continue reading
Posted in advice gap, age wage, pensions
Tagged advice, AgeWage, Camilla Cavendish, pensions, Pentech, Retirement, ruston smith
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What do savers and pensioners say on climate change?
Three events have dominated my news this week The impact of Coronavirus on people, events and financial markets The ruling against Heathrow’s third runway interventions by the DWP to ensure schemes measure and mange their carbon footprint. The arguments … Continue reading
Posted in age wage, DWP, ESG, pensions
Tagged Climate change, ESG, pension funds, pensions, Sustainable Investments
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If you’re in the market – you stay there.
Yesterday afternoon I walked into the office of an asset manager whose funds are used in the “wealth sector”. The meeting didn’t take very long, the poor fellow was counting the seconds till he could get back to his screens … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, Five Live, Mickey Clarke, pensions, wake up to money
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