Tag Archives: Phoenix

Shining light on Pension Scams

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

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?”

  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.

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!

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

      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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Wanted for listing – IGC/GAA Chair reports

Pension Plowman’s Directory At this week’s Stewardship meeting of the transparency task force, someone asked if there was a Directory of the IGC’s that have been published so far. There wasn’t until then, but I sent round the links of … Continue reading

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How to get the pension you’ve earned

In response to some earlier blogs, Alan Higham has made this comment on a Pension Play Pen discussion thread. Alan regularly features in my thinking as does Andy Young (of the “Young report” below). Both are actuaries who have translated … Continue reading

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The DB Phoenix

Things are pretty grim in DB land just now.  The 3% hike in personal contributions to public sector pensions is likely to accelerate the trend for individuals to opt-out of DB leaving these schemes derelict. The anticipated abolition of contracting out from … Continue reading

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