Tag Archives: pensions
Getting staff retirement ready
It seems silly to already be getting nostalgic for the early days of the pandemic. But it was interesting reading this article in the April issue of CIPP news. I wrote it in early March and already it has a … Continue reading
“Financial strength” – customers will be the judge.
One of the most important functions of pension providers is to ensure that service levels are maintained through the current crisis. It is a severe test, this time the consequences of failure are not theoretical, if service levels fall … Continue reading
Posted in advice gap, age wage, open pensions, pension playpen, pensions, Retirement
Tagged AKG, financial strength, pension, pensions, Provider, TCF, treating customers fairly
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How to talk to your staff about pensions
Quietroom are silently curating a lot of good advice using linked in. If you have the dexterity and the eyesight to access their posts , then here’s the link to the document. But I struggled and when I found the … Continue reading
Almost a quarter of Australian “seniors” have run out of savings.
Jim Hennington is a good actuary and like a good Aussie, he tells it how it is. We all know the Australian Super system is a mature DC pension savings system, much more mature than the UK’s. In this article, … Continue reading
Posted in advice gap, age wage, dc pensions, de-risking, pensions
Tagged Account based pension, Australia, CDC, Jim Hennington, National Seniors Australia, pensions
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“Procrustean Pensions”; Jon Spain challenges tPR’s modelling
On 03 March 2020, the Pensions Regulator (“TPR”) launched its consultation on clearer DB funding standards. The documentation included a report from GAD (the “report”) entitled “Modelling the Long-Term Funding Objective” dated 14 February 2020. This short piece concentrates upon … Continue reading
Posted in actuaries, pensions
Tagged GAD, Jon Spain, modelling, pensions, Procrustean, TPR
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Payroll into battle!
April 20th 2020 will live long in the memories of payroll. The Furlough has begun! Here is Barry Matthews – payroll enthusiast and BDD of PayCircle and his call to arms! Monday morning 20th April 2020, payroll teams across … Continue reading
Posted in accountants, leadership, Payroll, pensions, risk
Tagged #payrollbureaus, #youcandothis, auto enrolment, Furlough, Payroll, payrollservices, pensions, reward
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ReAssure’s IGC report
ReAssure, after a short delay, have published their 2019/20 IGC report which you can read here It’s a betwixt and between document as at the time of publication, ReAssure is in the process of being acquired by Phoenix and in … Continue reading
Posted in actuaries, advice gap, IGC, pensions
Tagged IGC, pensions, Reassure, workplace pensons
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Furloughing financial advice?
This blog has been furloughed
Posted in advice gap, age wage, pensions
Tagged advice, Furlough, IFA, pensions, Succession, Work
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The rocket-fuel for recovery is love
In the pursuit of happiness (a principal theme of this blog), I am sometimes having to focus on “distress”. Now is such a time. There is a fine line between alleviating distress and profiting from it. We all know … Continue reading
Posted in age wage, coronavirus, pensions
Tagged Cornoavirus, COVID19, ezra pound, love, pensions, recovery
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From an empty chair; Hargreaves Lansdown’s excellent IGC statement.
A cautionary tale It has been a difficult year for Hargreaves Lansdown’s IGC and they have launched their Chair’s statement without a Chair. This unusual state of affair followed the departure of David Grimes with clearly no succession plan … Continue reading
Posted in IGC, pensions
Tagged Chair, David Grimes, Hargreaves Lansdown, IGC, pension, pensions
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