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Tag Archives: Port Talbot
Great Pension Debate 4 – Port Talbot revisited
Al Rush is organising the fourth episode of the Great Pensions Debate. Here – in Al’s inimitable style, is what this is all about. You can sign up for the Great Pension Debate 4 by following this link, all you … Continue reading
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Posted in BSPS, pensions
Tagged #Pensiondebate, Aberavon beach hotel, Al Rush, Al Rush Pensiondebate, British, Debate, Great, pension, Port Talbot
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The Rookes report is a fine piece of work but actions speak louder than words.
Having read Caroline Rookes’ review of the regulator’s handling of the BSPS “Time to Choose” episode , I’m satisfied that she’s sending the right messages to the various authorities involved. There are four authorities who have their say in the … Continue reading
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Posted in advice gap, pensions
Tagged BSPS, Czroline Rooks, DB, pensions, Port Talbot, transfers
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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
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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
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Posted in pensions
Tagged Financial Ombudsman, FOS, pension, pensions, Port Talbot, self-invest, SIPP
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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
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Posted in annuity, pensions
Tagged #, Al Rush, challenge, Great Pension Debate, Personal Finance Society, PFS, Port Talbot, Steve Webb, Swansea Bay
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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
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Posted in advice gap, pensions
Tagged #Pensiondebate, Aberavon beach hotel, Al Rush, pensions, Port Talbot
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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
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Posted in actuaries, annuity, pensions
Tagged BSPSP, CETV, pensions, Port Talbot, transfers
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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
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Posted in pensions
Tagged Active Wealth, BSPS, CETV, Dodgy, IFA, pensions, Port Talbot
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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
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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
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Posted in advice gap, brand, BSPS, pensions
Tagged CETV, chris sier, CMA, IDWG, James Baxter, pensions, Port Talbot, Tideway, Transfer
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