Tag Archives: transfers

Let’s put an end to pension transfer privilege.

Posted on January 2, 2017 by henry tapper

“Sexy cash” legitimised? A few years ago , Sir Steve Webb, then our pension minister, stood in front of the PLSA and berated Boots and its pension scheme for tempting members out of the pension scheme with cash incentives. He … Continue reading →

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IFAs take the lead in sorting the transfer blockage.

Posted on August 29, 2015 by henry tapper

  BIG THINKING Two things I’m really looking forward to in September are threesixty’s two “Big Thinking Days”. One’s in Edinburgh and one’s in London and if you’re going, you;re in for a treat. Threesixty are a pretty pucker outfit (IMO) and … Continue reading →

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Why the FCA should take a leaf out of tPR’s book.

Posted on July 30, 2015 by henry tapper

  The Pensions Regulator have been re-born over the last five years and become focussed on helping advisers, trustees and employees solve pension problems. They have started treating us as  customers and not potential criminals. Sadly, this attitudinal shift doesn’t seem … Continue reading →

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IFAs and actuaries – as easy as “A Cap B”.

Posted on May 22, 2015 by henry tapper

For half of the 30 years I’ve been advising people, I was paid by private individuals to help them take difficult financial decisions. For the other half, I’ve been paid by employers to help their staff take difficult decisions. This … Continue reading →

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Knowing the “money” in “value for money”.

Posted on March 4, 2015 by henry tapper

At last we may get to know what we really pay for the management of our funds so we can work out it it’s worth it. Continue reading →

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Pot follows member – not around here it doesn’t!

Posted on January 3, 2014 by henry tapper

I took a look at this scorpion and decided enough was enough, I told myself… I’m going to liberate my personal pensions and section 32 policies from high charges, poor fund management and non-existent governance into my new plan which … Continue reading →

Posted in advice gap, annuity, pensions | Tagged , | 5 Comments