Tag Archives: Wealth
2017 – a year when workplace pensions will grow up!
Restoring confidence in pensions 2017 has dawned on a different pension landscape . There are more than twice as many employers participating in workplace pensions as at any time in British history, the stock market is at an all-time high … Continue reading
Posted in Fawlty Towers, pension playpen, pensions
Tagged auto-enrolement, CDC, Drawdown, Grow, internet, pension playpen, pensions, People's Pension, Wealth, workplace Pensions
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Can succession succeed? An everyday story of IFA folk.
Yesterday I published an article about my fears of putting my money into the hands of a wealth manager. They can be summed up as Financial – the “money” bit of value for money , was skewed against me … Continue reading
Why I’m scared of wealth managers
This blog’s written for the advisory community, but if – like me – you are considered a target for wealth management – you might want to read it too. Consumers approaching the tipping point from saving to spending their … Continue reading
SMEs pay for pension advice -but not to IFAs
One of the oddest aspects of auto-enrolment is the disappearance of the IFA. There are exceptions of course but when it comes to the core enterprise of the IFA, advising , implementing and nurturing workplace pensions, the IFA is nowhere … Continue reading
Posted in pensions
Tagged auto enrolment, FCA, financial advisor, IFA, pensions, Retirement, TPR, Wealth, wealth management
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The “troubled” generation
It’s not my phrase, infact it’s TPAS’ Michelle Cracknell’s phrase but I guess it applies to me. I’m 54 and according to everything I’ve been told for the past 30 years, it should be time to retire. I am … Continue reading
Posted in pensions
Tagged CDC, Drawdown, Employment, Financial services, IFA, Michelle Cracknell, pension, pension playpen, pensions, Pensions Wise, Retire, Retirement, TPAS, Wealth
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SHARE OF WEALTH OWNED BY THE RECENTLY RETIRED HAS NOW OVERTAKEN THE UNDER 45s
This is good stuff from the Resolution Foundation . The baby boomers really are doing for Gen x/y David Willets is an interesting chap. Once known as “two brains” he may have jettisoned one – now he’s gone to the … Continue reading
The land of the (pension) free
As I cleared immigration this morning, the chap charged with checking my travel authorisation asked me.. “so how are we doing over here?” I looked blankly.. “it says here you’re a pension consultant – how we doing?” To the … Continue reading
Posted in pensions
Tagged dc, Happiness, land of the free, My way, New York, pension freedom, USA, Wealth
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What we’re learning from the Wealth and Assets Survey
The Office of National Statistics has published wave 3 of their Wealth and Assets Survey You can download it here The report ignores the value of state benefits. Bearing in mind it would currently cost around £180,000 to buy a … Continue reading
Posted in annuity, pension playpen, pensions
Tagged Business, Financial services, Household wealth, ILC, National Employment Savings Trust, ONS, pensions, Wealth
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Controlling wealth is not the same as generating wealth
IFAs Control £591bn of Britain’s wealth. That’s a whole lot of moley. Continue reading