Tag Archives: Research

With dementia in mind.


Why don’t we design financial services for the elderly with dementia in mind? The needs and capabilities of those in their eighties and nineties can be quite different from those in their sixties and seventies. We would not treat a twenty … Continue reading

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Beware “black-box” auto-enrolment “solutions”.


Katie Morley of the de Daily Telegraph has written an important article claiming that the occupational schemes set up to relieve the needy of their pension savings before retirement are now turning their sights on auto-enrolment. This may or may not … Continue reading

Posted in First Actuarial, pensions, Pensions Regulator, Popcorn Pensions | Tagged , , , , , , , , , , , , , , , , , , , , | 2 Comments

Why Bill Gross so doesn’t matter


  I went to a posh PIMCO conference at the Langham Hotel, I got very bored and left after the first session. Later that week PIMCO announced that their bond guru Bill Gross had left them. The story was that … Continue reading

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Why the IMA are so wrong about fund research.


  There had been signs that the Investment Management Association (IMA) was at last coming to terms with the needs of consumers and those who advise them to reveal the cost of owning their funds. In May , Daniel Godfrey- its … Continue reading

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Honest research from Towers Watson on employer attitudes to workplace pensions


I have a lot of respect for Towers Watson. They may be big but they have kept their integrity through their expansion and the people who work for them demonstrate a focus on their customers and an intellectual integrity that … Continue reading

Posted in auto-enrolment, Payroll, pension playpen, pensions | Tagged , , , , , , , , , , , , , , , , | 1 Comment