Tag Archives: Zurich

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 →

Posted in FCA, NEST, Retirement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

How shares work (for us and our pensions)

Shares haven’t worked well for us over the past twelve years. World stock markets, especially the mature markets in Britain , Japan and the US, are worth less today than they were at the turn of the millenium. While some company’s shares … Continue reading →

Posted in auto-enrolment, Bankers, Change, corporate governance, customer service, dc pensions, defined aspiration, FSA, happiness, Henry Tapper blog, Retirement | Tagged , , , , , , , | 12 Comments

Yeovil has the best pension plan in the country

Congratulations to Agusta Westland, proud sponsors of Yeovil Town Football Club, manufacturers of top helicopters and now the sponsors of Britain’s #1 pension scheme. I had the honour of dancing with their wonderful pension team and though I was unable … Continue reading →

Posted in dc pensions, pension playpen, Retirement | Tagged , , , , , , , , , , , , , , , , , , | 3 Comments

“Buying a Retirement Income” from an RIP

I’m sure the panelled annuitants or Retirement Income Providers (hereafter known as RIPs) are feeling pretty comfortable about life this morning.

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Posted in annuity, NEST, pension playpen, pensions, Personal Accounts, Retirement | Tagged , , , , , , , , , , , , , , , , , , , | 14 Comments

Moving on..dealing with our DC legacy.

History suggests that legacy DC plans will be abandoned as so many of the individuals sold s226 and mark one personal pensions were abandoned.
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I outsourced my pension fund to a Fiduciary Manager (but didn’t know it)

I discovered I’d outsourced my personal pension fund to a Fiduciary Manager. So had all my colleagues, so had 90% of the 14,000 personal pension holders who are my clients and so had the trustees and sponsors of all the Schemes I’d been involved in at Zurich and Eagle Star Continue reading →

Posted in EU Solvency II, Fiduciary Management, Liability Driven Investment, redington, Retirement, Treasury | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 3 Comments