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Tag Archives: TPAS
Savers are denied the right to check their pension statements
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 FCA, GDPR, Jerry Schlichter, MAS, TPAS, treating customers fairly
3 Comments
The end of furlough and what it means for pensions.
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
Posted in advice gap, age wage, Big Government, FCA, pensions
Tagged Furlough, MAPS, MAS, pensions, TPAS, TPR
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Will MAPS “Challenge Groups” challenge?
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
Posted in MAPS, Money Advice Service, pensions, TPAS
Tagged challenge, LTC, MAPS, MAS, Money and Pensions Service, pensions, TPAS
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Guy Opperman – we want you to stay
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 financial inclusion, Guy Opperman, Pensions Minister, TPAS
1 Comment
Three little pots went to market
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 HMRC, MPAA, pension pots, pensions, pots, Tax, Three pot rule, TPAS, Tricial pots
3 Comments
“I want help with my pensions – who should I talk with?”
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 Advent, AgeWage, MAPS, MutiplyAI, OpenMoney, PensionBee, pensions, RetirementLine, TPAS
3 Comments
What is going on at MAPS?
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 Dashboard, DWP, Lesley Titcomb, MAPS, MAS, Michelle Cracknell, Pension Dashboard, pensions, TPAS, TPR
2 Comments
Michelle Cracknell CBE
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 Cracknell, Michelle, Michelle Cracknell, pensions, TPAS
2 Comments
Assistance, guidance and equipment for the future – that’s what we all need!
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
Pension Wise; demand outstrips supply
I got many of my clients into a pension pot and I’m determined to get their money our of it! Continue reading
