Tag Archives: Tom McPhail

Dashboard frustration – have a thought for the consumer!

Pensions minister Guy Opperman has rebuffed concerns over the timescale of the Pensions Dashboards Programme, adding that the project would have moved at even greater speed if he had his way – https://t.co/G60ch5mH33@GuyOpperman @PensionsDboards @TMiddletonFPMI @aca_news pic.twitter.com/frzp14OVJZ — Pensions Expert … Continue reading

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Signing off or stepping up?- Tom McPhail and Guy Opperman’s 2nd podcast.

Our pension schemes have never been in ruder health, but we predict a retirement crisis. How can this be? It’s that time in the economic cycle when inflation floats DB schemes into solvency and sinks savers into despondency. Reading the … Continue reading

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Take coffee with the Pensions Minister at the Pension PlayPen

  On Tuesday, May 10th, Tom McPhail and I will be putting questions to the Pensions Minister at a one hour on-line coffee morning. Here are some of our questions. Pension PlayPen is leading a campaign to increase participation in Pension … Continue reading

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Wish I could be like Tom McPhail

  One of the pleasures of getting into your sixties is that you don’t feel so guilty about taking a step back from the nitty-gritty. Over the past four weeks, I’ve been spending time listening to people who think a … Continue reading

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Invite – Tuesday Jan 25th -10.30 am; coffee with me and Tom McPhail.

  I’m inviting  you to Pension PlayPen’s  Coffee Morning, this Tuesday January 25th – 10.30 am. I’ll be in conversation with industry guru and pundit Tom McPhail. Statutory Blurb Tom, after a glittering career with Hargreaves Lansdowne, has recently been … Continue reading

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Pension incentives – a foundation for change.

Looking for some help on this one. I appreciate it could be both but if it’s a binary choice, which one do you go for? Thanks Is pension tax relief meant to be… — Tom McPhail (@PensionsMonkey) February 3, 2020 … Continue reading

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Tom McPhail – “the Thunderer’s thunderer” #pensions #tax #relief

Sir, The government should abandon its attempts to find a quick fix to the pension allowance taper problem affecting high earners including doctors and judges (“Pension tax windfall for top earners”, Jan 16, and letter, Jan 17). The pension tax … Continue reading

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“Are people that dumb?” Compulsion and dashboards.

The FT are running a story about the “pensions industry” regrouping around Plan B and doing their own dashboard. There is indeed a conference in September about this and I’d urge you to go (I hope to contribute). There is … Continue reading

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Hargreaves Lansdown’s IGC as pretty and effective as a chocolate teapot!

    In 2015, David Grimes and the Hargreaves Lansdown IGC, delivered what remains the worst IGC report I have ever reviewed. Things improved considerably in 2016 but the IGC has not kicked on and I find the 2017 report … Continue reading

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“Is it worth planning when the future’s so uncertain?”

Today is NEST Insight day;  it’s also TTF symposium day.  So I’ll be cycling from the City to the South Bank like Mark Cavendish (pre-crash). At the TTF event, Beccy Young and Robert Finer will be presenting the FCA Asset Management Market Study … Continue reading

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