Tag Archives: scams

Doing our own laundry.

Posted on June 25, 2017 by

Travelling across south London on a bus, early on a Sunday morning, I can talk to and listen to people who I don’t come across at work. I ask a West Indian nurse what she thinks of her pension, at … Continue reading →

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Restoring victim’s confidence in pensions

Posted on June 24, 2017 by

The confidence I have in pensions is because I know the people who are at the helm give a damn. I am lucky, I can bump into them in all kinds of ways. It is easy for me to say … Continue reading →

Posted in actuaries, advice gap, annuity, pensions | Tagged , , , , , , , | 1 Comment

Ever wondered where those “pension leads” come from?

Posted on June 2, 2017 by

Many financial advisers buy “pension leads”. These are hot prospects keen to take action to change their financial circumstances. Many of these leads are legitimately sourced, but many aren’t. If you spend time on Linked in or Twitter or Facebook, … Continue reading →

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Pension scams; too little-too late?

Posted on May 24, 2017 by

  News from the Serious Fraud Office that they are at last on to the gang of financial thugs behind Capita Oak and the network of related frauds, will come as scant comfort to those who have been robbed and … Continue reading →

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Real money and real people need real regulation.

Posted on April 29, 2017 by

  I am an admirer of Angie Brooks, though my opinion of her is not shared by Andrew Warwick- Thompson of the Pension Regulator. Angie and Andrew see pension scams in different ways. This evening I talked with Angie about … Continue reading →

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Why we are all regulators

Posted on March 19, 2017 by

A regulator is generally a device that maintains a designated characteristic in a system. In a financial sense, it ensures that the rules that govern our dealings are understood, maintained and enforced. We have regulation because we value a system … Continue reading →

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FEAR+FRAUD. Does Geneva= Gibraltar? Are SIPPs the new QROPS?

Posted on March 18, 2017 by

  This bog is about fear and how it can be used by the unscrupulous to frighten them into putting their retirement at risk. The unscrupulous fear-monger is the self-appointed UKPension Guru (Clive Skane-Davis) of Swiss Global Consulting; you can … Continue reading →

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Occupational means occupational – (what we can learn from scams)

Posted on July 6, 2016 by

Scammers beware, we are aware! July is scams awareness month and the Citizens Advice Bureau is leading the charge. The Pensions Regulator is not far behind with its promotional campaign. The scorpion is never far away. It’s very much up … Continue reading →

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