Tag Archives: Phoenix

Phoenix Life’s IGC runs out of steam

Posted on August 8, 2021 by henry tapper

  Phoenix’s 2021 IGC report The Phoenix Group has not one, not two but three IGCs in operation. I have already reported on the IGC report for Standard Life and will also report on ReAssure’s IGC report. It’s easy to … Continue reading →

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Pension Plowman’s guide to 2020 IGC reports

Posted on April 12, 2020 by henry tapper

This is a big year for IGCs. It is their fifth birthday, it’s the year when the FCA reviews their effectiveness and it’s the year of the pandemic, where providers and savers will be under maximum strain. Most of the … Continue reading →

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Who will patrol the investment pathways?

Posted on March 3, 2020 by henry tapper

  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 →

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Getting Smarter about how we retire

Posted on February 9, 2020 by henry tapper

  #SmartSnap 2 is here: Smart Retire In this video, we share a sneak peek of Smart Retire – our unique “to and through retirement” master trust solution – coming this year to Smart Pension. pic.twitter.com/14JKPvjUkq — Smart Pension (@smartpensionuk) … Continue reading →

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Shining light on Pension Scams

Posted on February 19, 2019 by henry tapper

Key findings: 1. Information on scams is not readily available at an organisational level 2. The Scams Code is seen as a good basis for due diligence 3. Significant time and effort goes into protecting members from scams 4. The … Continue reading →

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By the time I get to Phoenix

Posted on August 24, 2018 by henry tapper

Glen Campbell’s masterpiece is the musing of a man who has left his woman a note on the door – explaining he’s leaving. Each verse tracks his journey through Phoenix, Albuquerque and beyond and how he imagines she’ll wake up … Continue reading →

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Pension Bee ask “who’s Robin who?”

Posted on July 31, 2018 by henry tapper

  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 →

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“Phoenix and the Island of misfit pensions” – how one IGC is making a difference.

Posted on April 8, 2018 by henry tapper

Phoenix – the island of misfit pensions. It’s not much fun if your pension finds its way to Phoenix Life. It’s the pension equivalent of the Island of Misfit Mascots – the place where Peetie the Sexual Harassment Panda gets … Continue reading →

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Phoenix and the Hare bear bunch!

Posted on April 1, 2017 by henry tapper

Last year I gave the Phoenix IGC chair report three greens out of three- the only report to get a “clear round”. It doesn’t quite make the double this year, but this is another excellent report which should be required … Continue reading →

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“Let my pension go!” Important news for those in workplace pensions

Posted on November 15, 2016 by henry tapper

      This morning I got this email from John Yeo at the FCA We have published our final rules on capping early exit charges for consumers eligible to access the Government’s pension reforms from age 55. From 31st … Continue reading →

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