Tag Archives: Romi Savova

Why Pension Bee are right to push for a 10 day switch guarantee

It’s worth looking in more detail at Pension Bee’s work on DC transfer times. Paragraphs in italics are from yesterday’s much reported press release, my comments are not italicized PensionBee analysis of Origo’s Pension Transfer Index has uncovered a 31% … Continue reading

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In deadly earnest – Romi Savova on VFM

I have , rather heavy-handedly, objected to the trivialization of “retail” pension plans such as Pension Bee, painted as incapable of delivering value for money on Nico and Darren’s VFM podcasts. There is no place for such institutional hauteur , … Continue reading

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Can your SIPP investment make an impact? Pension Bee says it can.

Like many people , I want my money to make a difference – I want to make it matter. But until recently I had only the vaguest idea of how I could make that happen. I am now able to … Continue reading

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Safe harbor proposals for DC transfers to qualifying SIPPs

With over 70 people on the call, Pension Playpen’s coffee morning – featuring Pension Bee’s Romi Savova was a lively event. Sadly, some of the more vociferous critics of Pension Bee’s complaint to the Minister couldn’t  attend but it was … Continue reading

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Pension Bee and the transfer Kerfuffle. Have your say 10.30 Tuesday.

Last week wasn’t just about politics. One of the last tweets Guy Opperman issued in his first term as Pensions Minister was in support of pot to pot transfers , following Pension Bee’s now notorious letter of complaint. Pleased that … Continue reading

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Thoughts on Pension Bee’s valuation

  My favorite moment of 2021 was sitting outside on the steps leading into the Barbican with Clare Reilly and Romi Samova. Pension Bee had announced its valuation and we had a (now legal) glass of wine in hand. The … Continue reading

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Where’s best to build my retirement savings?

  The flight to investment continues. Savers – Lord knows why – don’t appreciate rates of interest of less than 1%. When the talk turns to us paying banks to keep our money, thoughts turn to investment in real things- … Continue reading

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AgeWage and Pension Bee call for Dashboards to tell us what we’re paying for our pensions.

Yesterday the Money and Pensions Service  opened a consultation on Pensions Dashboards’ data standards, seeking industry-wide input on the definition and scope of the information dashboards will  display. The call for input seeks views on:       the personal data items … Continue reading

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“If you want a do-it-all dashboard – you’ll have to wait a decade”.

Speaking at an AgeWage/FDATA event last night, Romi Savova told a packed house that the MAPS dashboard could do little more than find people’s pensions with the detailed information we need to take decisions on our pots delivered off-dashboard via … Continue reading

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Pentechs – time for us to get organised?

  I’m running a meeting in WeWork Moorgate on 4th March at 4pm. The seminar is for people who are serious about pensions technology as a service. I mean technology as a means of improving the efficiency and value for … Continue reading

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