Tag Archives: Tom McPhail

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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Hargreaves versus the “vanilla solution”.

  I was amused when opening Linked in this morning to find a pension leads salesman offering “clients who had got compensated for fault SIPP investment and were looking to adviser to provide them with a “vanilla solution”. Just what … Continue reading

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“Vantage is value” – but relative to what? Hargreaves Lansdown’s IGC report

I’m pleased that after a really poor first IGC report, the Hargreaves Lansdown IGC have taken producing their 2017 report, more seriously. A smooth operator If there was such a thing as a premium workplace pension, the Hargreaves Lansdown (HL) … Continue reading

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