Tag Archives: Technology

“GMP equalisation” – will the geeks inherit the earth?

Posted on October 30, 2018 by

Few pension experts expect GMP equalisation to change people’s lives. The Daily Express’ headline “Millions of women to share pension windfall” is plain wrong. GMP equalisation can benefit men as well as women. The Express, reckon 8,000 out of 235,000 … Continue reading →

Posted in actuaries, pensions | Tagged , , , , | Leave a comment

Young people thinking about money

Posted on October 28, 2018 by

I’ve been asked to pontificate on how we should make pensions relevant for the young, in 750 words. My audience won’t be young and nor am I. In every sense of the word, this is a paternalistic project. If I’m … Continue reading →

Posted in advice gap, age wage, pensions | Tagged , , , , , | Leave a comment

The conflicts of interest facing pension trustees

Posted on October 10, 2018 by

  Robin Powell of the Evidenced Based Investor, interviewed me this week. You can find the original interview here, Robin’s work is important, I hope a few readers will come to his seminar- advertised at the bottom of this piece. … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , , | 2 Comments

“Pentech” needs to lead or the dashboard won’t work

Posted on September 28, 2018 by

  The dichotomy between old and new skool pensions has rarely been so well displayed as at Wednesday’s Pension Dashboard Summit Enterprise v Start -up Consumer led v business case Big Government v entrepreneurs ABI v open banking Saving v Spending Prospective v … Continue reading →

Posted in Dashboard, pensions | Tagged , , , , , , , | 1 Comment

Millennials! stand up for your future.

Posted on September 25, 2018 by

There weren’t many people at the Pension Management Institute’s event last night But it was an important meeting nonetheless   There is a little group of pension professionals under the age of 40 who could grow. They want to have a … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , , , | 3 Comments

Auto-enrolment; a national exercise in trust.

Posted on September 21, 2018 by

I like to tease Jo Cumbo that she can trust no-one because of her heritage! This blatantly xenophobic comment is based on a British prejudice that Australians find compulsion acceptable as compliance is in the blood. A second prejudice, that … Continue reading →

Posted in auto-enrolment, pensions | Tagged , , , , , | 2 Comments

Our pen-tech free pension picnic!

Posted on September 17, 2018 by

    “It is one thing for a company to know my vacation shopping patterns or what media I like; it is another for them to access my entire financial history, including my investments” So Rana Foroohar wraps up an … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , | Leave a comment

What’s Hillsborough got to do with it? WPC, pensions and Transparency

Posted on September 6, 2018 by

This was the question on the lips of several members of the public gallery as they left the Work and Pensions Select Committee evidence session which you can watch here . If you have an FT subscription you can read … Continue reading →

Posted in age wage, pensions | Tagged , , , , , | Leave a comment

Who are the 200,000 people petitioning for the pensions dashboard?

Posted on August 30, 2018 by

  It won’t be long till 38 degrees’ campaign to save the pensions dashboard hits its target of 200,00. Today, the campaign was given a boost by publicity in the Financial Times by the ever-excellent Jo Cumbo. The FT’s headline … Continue reading →

Posted in pensions | Tagged , , , , , , , , , | 4 Comments

Why every hidden cost matters.

Posted on August 28, 2018 by

Value recognised A lot has been made about the hidden charges of running a fund over the past ten years. Over this time there have been two high profile campaigns to bring them into the open. In the retail space, … Continue reading →

Posted in pensions | Tagged , , , , , , , | Leave a comment