Tag Archives: Zurich

Taylor – the Full Monty or a stitch-up?


  I was asked to comment on the impact of the Taylor Report on Payroll at the Reward Autumn Update. Though I had been promised a script from Matthew Taylor himself, it never turned up – maybe I was stitched … Continue reading

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Zurich and Widows, a sensible marriage?


  I had better be careful here, my partner Stella is Group Pensions Director at Lloyds Banking Group and I am a Zurich pensioner and ex- head of sales of the Zurich workplace proposition. I have -as they say – … Continue reading

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Over 55 and still paying commission on your pension?!*!


It may surprise you, but I am still paying commission to Allied Dunbar on a pension I took out in 1986 and stopped paying into in 1989. That commission works out as a 3.5% pa charge on the units I … Continue reading

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Slow and steady – the Zurich IGC


Laurie Edmans, Zurich’s IGC chair is a laid-back man. It shows in the IGC report that is considered and unhurried. It is a very good read as a deliberation on value for money though it is rather short on action … Continue reading

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Paul Trickett – a big thank you!


I understand that Paul Trickett is joining Aviva as a Director of the Life Company. Paul tells me he has resigned his posts as Chair of the Trustees of the Zurich  Staff Pension Scheme and of the L&G Master Trust. … Continue reading

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And now for something completely different – Zurich’s IGC statement


Zurich’s IGC Chair Statement  was published 18th March, nearly three weeks before the publication of this blog. You can find it by going here https://www.zurich.co.uk/en/about-us/media-centre/life-news/2016/independent-governance-committee-publishes-its-first-report. Navigate through the press release and you get another page of corporate waffle https://www.zurich.co.uk/en/about-us/independent-governance-committee and finally at … Continue reading

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Don’t underestimate SME’s hunger for investment know-how!


I am  frustrated by the capitulation of many in the pension industry to the challenge faced by inducting 1.2m new employers into our funded pension culture. The Pension Apartheid practiced by the investment elite At a recent event, Joanne Segers, CEO … Continue reading

Posted in Australia, Financial Conduct Authority, Financial Education, First Actuarial, Pension Freedoms, pension playpen, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , | Leave a comment

How competitive is our private pension system?


    We are three months away from the launch of the new pension freedoms and not much is happening. There ain’t nothing shaking but the leaves on the trees! NEST has issued a lengthy consultation on what it should … Continue reading

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Hats off to all workplace pension providers


  I’ve referred earlier this week to an excellent article by Kim North in Money Marketing in which she points to the ongoing work Scottish Widows have been doing on the participation of women in workplace pensions. In the same … Continue reading

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Time for a “4G” Pensions auction?


If you want to have a mobile phone company you need a 3G licence which costs money. The Government made a lot of money from selling the use of our 3G radio waves to Vodafone and the like and are set to … Continue reading

Posted in dc pensions, happiness, pensions, Personal Accounts, Retirement | Tagged , , , , , , , , , | 9 Comments