In the forth of a monthly series helping advisers prepare for the sunset clause, we look at mastering the comparison stage.
In the early days of pension freedoms the influence of providers, rather the Government’s flagship Pension Wise service, is being brought to bear on savers. The latest Government figures show 1,800 people had booked appointments with Pension Wise, either over the phone with The Pensions Advisory Service or face-to-face with Citizens Advice, by the time […]
Taking place in June and July in a number of locations across the UK the Retirement Planning Invitational series will focus on uncovering opportunities and mitigating risks in the new pension’s era. The speed with which the radical pension reforms have been introduced has left the industry in a state of shock, and as the […]
If you meet Carlton Hood, Old Mutual Wealth’s customer director, don’t mention meerkats. Hood was chief executive of the price comparison website Confused.com when rival firm Compare The Market unleashed its popular ‘Compare The Meerkat’ advertising campaign in 2009. “That was the biggest challenge of my career,” he jokes. On a more serious note, Hood […]
Re-enrolment is a sizeable task, and requires proper planning. You must ensure that eligible staff who are not already in your auto-enrolment pension scheme are put back into it.
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