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Tag Archives: retirement line
Pension Bee and the fintech annuity
Legal & General Retail Retirement has agreed a new partnership to provide annuities to PensionBee customers. From 3rd August, customers enquiring about an annuity with PensionBee will be introduced to Legal & General for further information, or to get a … Continue reading
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Posted in advice gap, annuity, pensions
Tagged advice gap, AgeWage, annuity, L&G, pensons, retirement line
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Learning how to buy pensions.
Mark Ormston who works for Retirement Line has written an excellent blog on linkedin. This is my version of his blog. Are people taking sub-optimal annuity decisions? The figures in the circles are taken from the FCA Retirement income data report … Continue reading
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Posted in advice gap, age wage, annuity, pensions
Tagged AgeWage, Indexation, mark ormston, pensions, retirement line
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Prudential’s seal-clubbers still at large
Back in 2011 I wrote about seal culling. Seal culling;- the practice among financial institutions of providing sub-standard products to existing customers rather than treating them fairly and ensuring they are made properly aware of alternatives. Have you been culled? To answer that question … Continue reading
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Posted in pensions
Tagged annuities, pensions, retirement line, seal clubbing, seal culling
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What price certainty? (Boring blog on annuities and drawdown)
In financial matters, certainty comes at a price. Is it a price that I’m prepared to pay? I’ve been putting myself in the shoes of a friend who is around the same age as me (57) and is hoping to … Continue reading
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Posted in advice gap, age wage, pensions
Tagged AgeWage, annuity, Drawdown, FCA, pensions, retirement line
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Navigating pension’s Straits of Hormuz
We met last night in a crowded room in Moorgate WeWork. We were an eclectic mix of pensions directors, chairs of trustees , annuity experts Retirement Line, Ruston Smith, Vincent Franklin and me. You can see the slides here Unfortunately … Continue reading
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Posted in advice gap, age wage, pensions
Tagged advice gap, AgeWage, pensions, Quietroom, retirement line
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Pension Income’s best kept secret
Did you know that when you buy an annuity you can change your mind? No? Well neither did I. I thought that once you handed your money over to an insurer that it was it, an income for life with … Continue reading
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Posted in annuity, pensions
Tagged annuity, David Slater, pensions, retirement line, Robin Ellison
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