Tag Archives: Technology

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


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

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Young people thinking about money


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

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The conflicts of interest facing pension trustees


  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

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


  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

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Millennials! stand up for your future.


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

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Auto-enrolment; a national exercise in trust.


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

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Our pen-tech free pension picnic!


    “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

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


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

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


  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

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Why every hidden cost matters.


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

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