Tag Archives: Phoenix

Pension Plowman’s guide to 2020 IGC reports

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

Posted in FCA, IGC, pensions | Tagged , , , , , , , , , , , , , , , , , , , | 1 Comment

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 , , , , , , , , , , | Leave a comment

Getting Smarter about how we retire

  #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

Posted in advice gap, age wage, pensions | Tagged , , , , , | Leave a comment

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

Posted in advice gap, pensions | Tagged , , , , | 2 Comments

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

Posted in pensions | Tagged , , , , , | 5 Comments

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

Posted in advice gap, pensions | Tagged , , , , , , | 12 Comments

“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

Posted in IGC, pensions | Tagged , , , , , | Leave a comment

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

Posted in actuaries, IGC, pensions | Tagged , , , , , , | 1 Comment

“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

Posted in advice gap, pensions | Tagged , , , , , | 8 Comments

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

Posted in IGC, pensions | Tagged , , , , , , , , , , , , , | Leave a comment