Bearing in mind #PensionDebate4 is a hackathon needing a scrubbed mind and a blank piece of paper, hold that thought. ;)

Delighted that Noel Watson has agreed to be a team lead. Lots of really good young planners in evidence this year, wanting to have their say.

Shortly, I’m going to be sending out invitations. If anyone particularly wants to receive an invitation, please drop me a line at [email protected]. No words required - just ‘invitation please’ in the subject bar.

You early birders should be able to book a ticket this weekend, thank you for taking the time to get in touch. Thanks too, to the clever people at Parmenion for wondering if free ice cream should be the order of the day. 🌞 Al.

We have our first attendee! 👌

First three tickets. The good the bad and the ugly. Thing is, who’s who?

Sorted. That is all.

Rooms: Contact Rachel on 01639884949 or [email protected]. Range of rooms available. If on your own, £65 for the room. If sharing, it’s £70 for the room. There are three trebles - that room costs £85. Explain you’re going to #PensionDebate. Don’t hang about..

Hannah Godfrey: Pension Debate II - Bringing out the best of the profession. A reminder. professionaladviser.com/professional-a…

Sshhhh.. 🤫 eventbrite.co.uk/e/pension-deba…

Train hard fight easy. Get the difficult stuff right and the rest comes naturally. Debating pension transfers and drawdown specifically and an advice process generally, carries over into every sphere of our professional being and standing.

Normally, IFA love to tweet “Hey, I’m on BBC Radio 4 MoneyBox Live at 1200.. check me out guys!”. We may imagine listeners will beat a path to our door. But, hey, I’m on BBC Radio 4 MoneyBox Live at 1200. I want you to listen but I don’t want to be your IFA. And here’s why.

It's happening Alistair Cunningham fca.org.uk/publications/m…

I was just sent this. It’s only now that some steelworkers are realising just how heavily their transferred funds are hit by needlessly(?) high costs and charges (before any adverse performance). Transfer advice needs clear explanation and careful reflection, not cheesy retail.

Pension transfer volumes have increased by 20% year on year between 30 June 2018 and 30 June 2019 through the Origo Transfer Service. moneymarketing.co.uk/origo-marks-20…

Regulate paraplanning to stop next British Steel scandal, says IFA citywire.co.uk/new-model-advi… I confess I find the idea of broadening regulation terrifying. It would take Financial Conduct Authority years to define a paraplanner. Just make advisers responsible

I think it’s time.

IFA or actuary request please. Does anyone have a copy of the Hazell Carr ‘Pension Review Bible’ from 1994? Also, a copy of the 1994 “Pension Transfers and Opt Outs Review of Past Business Part I: Statement of Policy” by The Securities and Investments Board (SIB)?