Category: Advice

  • AI, advice, and the pensions cod piece

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    I was gutted to miss Joe Craig’s session in Manchester on the opportunities and challenges associated with AI. Apparently, they’d made a deepfake video of him selling an earpiece that translates pensions jargon – the pensions codpiece! It sounded both fascinating and entertaining. But I did get to hear the gist over drinks at Hymans’…

  • Why We Are Studying Financial Influencers

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    Pensions policy is shifting. The Value for Money framework, Mansion House, and new decumulation defaults all aim to improve outcomes for savers. These reforms focus on the performance of schemes and the behaviour of providers and trustees. They do not address where people get their information, or how this influences the decisions they make about…