Tag Archives: TPAS

Savers are denied the right to check their pension statements

Posted on September 12, 2020 by

Although it feels like winning, this has been a tough few weeks for me and my team as we struggle to get nearly 600 Data Requests sent to pension providers. These have been entrusted to us  via Letters of Authority … Continue reading →

Posted in advice gap, age wage | Tagged , , , , , | 3 Comments

The end of furlough and what it means for pensions.

Posted on May 7, 2020 by

A question was asked of the DWP on April 24th filed under  “Pensions: Advisory Services”  To ask the Secretary of State for Work and Pensions, what discussions she has had with the Financial Conduct Authority (FCA) on when the FCA … Continue reading →

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Will MAPS “Challenge Groups” challenge?

Posted on February 27, 2020 by

I am “delighted” to say I am not part of the Money and Pensions latest strategic initiative and have not been invited to lead or join any of their new challenge groups as detailed on their website. I don’t think … Continue reading →

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Guy Opperman – we want you to stay

Posted on February 6, 2020 by

  I first met Guy Opperman at a TPAS function when he gave my company First Actuarial a commendation for the work it had done on financial education. It was one of the first times he had spoken as the … Continue reading →

Posted in advice gap, age wage, pensions | Tagged , , , | 1 Comment

Three little pots went to market

Posted on January 20, 2020 by

The point of this blog is to show 1. One way of avoiding the damaging impact of the MPAA on future saving 2. The depth of knowledge needed to make good at retirement decisions (especially where there is no adviser … Continue reading →

Posted in advice gap, age wage, Big Government, pensions | Tagged , , , , , , , , | 3 Comments

“I want help with my pensions – who should I talk with?”

Posted on December 1, 2019 by

My answer to this question on the first day of Advent 2019 is very different from the answer I’d given a year ago. Back then I was confident that TPAS, which was about to become the Single Financial Guidance Body … Continue reading →

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

What is going on at MAPS?

Posted on June 12, 2019 by

I want MAPS to succeed. It needs an experienced person as its CEO who understands pensions. Here’s MAPS’ news as  Pension Age presents it. The Money and Pensions Service (Maps) chief executive officer, John Govett, has resigned eight months into … Continue reading →

Posted in MAPS, pensions | Tagged , , , , , , , , , | 2 Comments

Michelle Cracknell CBE

Posted on June 9, 2019 by

    Michelle Cracknell has been awarded a CBE It was announced on a Saturday as part of the Queen’s birthday honours. She is trying to make out it was for TPAS, but the award was given and earned by … Continue reading →

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

Assistance, guidance and equipment for the future – that’s what we all need!

Posted on December 14, 2018 by

I am off to Westminster this morning to meet the new boss of the Single Finance Guidance Body. We’re not going to be talking dashboards – he’s in dashboard purdah till the consultation’s over. My agenda is AGE – Assist-Guide-Equip. … Continue reading →

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Pension Wise; demand outstrips supply

Posted on November 27, 2018 by

I got many of my clients into a pension pot and I’m determined to get their money our of it! Continue reading →

Posted in pensions | Tagged , , , | 1 Comment