here’s what you’ve been saying
DC on The price of being sick in the… TRCRC on “Deliver me a world with… Gareth Morgan on Finding our pensions STEPHEN TILEY on Time for a re-think on drawdow… henry tapper on Time for a re-think on drawdow… Adrian Boulding on Time for a re-think on drawdow… henry tapper on The CDC Consultation – a… Julie Richards on The CDC Consultation – a… henry tapper on The hidden costs of charges ar… Calum MacKinnon on The hidden costs of charges ar… henry tapper on The hidden costs of charges ar… Phil Castle on The hidden costs of charges ar… Adrian Boulding on The People of the Abyss Sandy Trust on The People of the Abyss Robert on Why do people take pension cho…
Tag Archives: Port Talbot
The FCA finally get to the bottom of why transfers have been mis-sold.
I feel like singing hallelujah! The FCA’s findings from their transfer review are brilliantly presented here by NMA’s Talya Mistry.Misiri Here’s how she sums things up The findings highlighted that less than 50% of advice was suitable. It said that … Continue reading
Are SIPPs just too complicated?
News yesterday that complaints about SIPPs (Self Invested Personal Pensions) are now upheld by the pension ombudsman more than any other financial product. The number of new complaints to the Financial Ombudsman Service concerning Sipps has nearly doubled in … Continue reading
Posted in pensions
Tagged Financial Ombudsman, FOS, pension, pensions, Port Talbot, self-invest, SIPP
7 Comments
The Great #PensionDebate…is wider than Swansea Bay!
The Great Pension Debate was a fabulous success and proves for a second time that Al Rush is capable of uniting a body of pension enthusiasts in a way nobody else can. Good job Al. The ongoing challenge Much as … Continue reading
Posted in annuity, pensions
Tagged #, Al Rush, challenge, Great Pension Debate, Personal Finance Society, PFS, Port Talbot, Steve Webb, Swansea Bay
Leave a comment
In the rising of the sun and its going down
Well we’re here in advance of the Great Pension Debate in the Aberavon Beach Hotel in Port Talbot, in a couple of hours, I’ll be introducing Paul Lewis, Jo Cumbo and the brilliant IFAs who will be focussing our minds … Continue reading
Posted in advice gap, pensions
Tagged #Pensiondebate, Aberavon beach hotel, Al Rush, pensions, Port Talbot
Leave a comment
Recognition for Al Rush and for Chive, but have we learned Port Talbot’s lessons?
It was good that Chive received recognition from the IFA community at last night’s Money Marketing Awards. The final award of the evening is the Outstanding Contribution Award sponsored by @RoyalLondon #MMAwards2018 — Money Marketing (@_moneymarketing) June 21, 2018 It … Continue reading
Posted in actuaries, annuity, pensions
Tagged BSPSP, CETV, pensions, Port Talbot, transfers
Leave a comment
Lessons from Port Talbot – webinar – 26th June
Transfer values from DB schemes tripled in 2017 to £34.2bn. Transfer values are fundamentally changing the cashflow profile of many defined benefit schemes and bringing new challenges for trustees and employers. Last year, the highest profile transfer value activity was … Continue reading
Posted in pensions
Tagged Active Wealth, BSPS, CETV, Dodgy, IFA, pensions, Port Talbot
Leave a comment
What now for the new BSPS and its members?
I was sent an announcement yesterday about the new British Steel Pension Scheme. It’s a complicated message and I’ve tried to add comments that explain what each paragraph means in a little easier way. My comments are in green. They … Continue reading
The CMA and IDWG are looking for the right grubs under the wrong stones.
The Competition and Markets Authority has produced the first of a series of working papers (only 90 pages) looking at the buy-side of institutional intermediation (e.g. what happens between buying an asset and the return the customer gets). “The evidence reviewed … Continue reading
Posted in advice gap, brand, BSPS, pensions
Tagged CETV, chris sier, CMA, IDWG, James Baxter, pensions, Port Talbot, Tideway, Transfer
2 Comments
Bamboozled by vultures! – The Work and Pensions report on Port Talbot
Though it reveals little new, Frank Field’s report into what happened in the British Steel Pension Scheme is nothing if not a good read. But we shouldn’t allow headlines about sausage ‘n’ chips suppers and factory-gate skulduggery to get in … Continue reading
Trial by twitter’s fine by me!
An IFA withdraws its transfer service complaining it’s the victim of “trial by twitter”. Accountability is something that falls hard on adviser’s shoulders. Because we are in the business of longer term investment, the outcomes of our advice will typically … Continue reading
Posted in pensions, twitter
Tagged Aegon, FCA, NOW Pensions, pensions, Port Talbot, social media, twitter, YouTube
4 Comments
