Tagged: retirement

Mercer Appoints Max Messervy as Head of Sustainable Investment, Americas

Mercer, an international leader in “redefining” the world of work, “reshaping” retirement and investment outcomes, and “unlocking real health” and well-being, and a business of Marsh McLennan (NYSE: MMC), has “named Max Messervy Head of Sustainable Investment (SI), Americas.” Max will work across Mercer’s Investment… Read More

Women who Retire at Same Time as Male Partner Might Lose £225K in Pension Savings: Report

Analysis from online pension provider, PensionBee reveals that many women could “lose out on as much as £225,000 in pension savings, should they retire at the same time as their male partner.” As men in heterosexual relationships tend to be the older partner, typically by… Read More

Online Pension Provider PensionBee Shares Updates Following Russia-Ukraine Crisis

The team at PensionBee notes that February was, in many ways, “a continuation of January’s rocky start to the year.” Stock markets continued to fall “as a result of rising inflation, rising interest rates and a generally weaker economic outlook.” However, Russia’s unprovoked invasion of… Read More

Perspective: Why Data is the Key to Fulfilling Retirees’ Unmet Banking Needs 

Each day, about 10,000 Baby Boomers turn 65, qualifying themselves for Medicare and—traditionally—retirement. Retirement presents a significant shift for many Americans as they transition their financial reliance from wages to accumulated wealth and settle into their golden years. Retirement also presents a major shift for… Read More

PensionBee Says Consumers May have £37,483 More at Retirement if they Economize During Christmas, and Pay Themselves a Pension Bonus

Recent analysis from online pension provider, PensionBee, has revealed that if Brits diverted half of the money they’re expected to spend this Christmas to their pensions, they could be “as much as £1,442 better off by the time they reach retirement.” This amount could “increase… Read More

Bitcoin IRA Unveils New Cryptocurrency IRA Knowledge Center

  Bitcoin IRA, a company that allows individuals to invest in cryptocurrency, announced on Friday the launch of its new Crypto Knowledge Center. According to Bitcoin IRA, the center provides a dedicated hub for educational information specifically for blockchain, cryptocurrency, and self-direct retirement accounts. “Bitcoin… Read More

Transfer Retirement Assets Platform Capitalize Raises $2 Million Through Seed Funding Round Led By Bling Capital

Capitalize, a U.S.-based transfer retirement assets platform, announced on Tuesday it raised $2 million through its latest seed investment round, which was led by early-stage venture fund Bling Capital, with additional investors include Greycroft, RRE Ventures, and Walkabout Ventures. The company states that its platform… Read More

Bitcoin IRA Unveils Crypto Savings Program For Retirement Investors

Bitcoin IRA, a company that allows individuals to invest in cryptocurrency, announced on Thursday the launch of its crypto savings program specifically for retirement investors, Saver IRA. According to Bitcoin IRA, the program is aimed at helping individuals build up retirement savings and allowing them… Read More

Acorns Unveils New Retirement Account Product “Acorns Later”

Following its acquisition of Portland-based fintech Vault, micro-investing app Acorns announced the launch of its new retirement account product, Acorns Later. According to Acorns, the Acorns Later product is designed to work in the background of life, automatically recommending a retirement account and portfolio for customers. While sharing… Read More

Bitcoin IRA Unveils Litecoin, Ethereum Classic, and Bitcoin Cash for Retirement Investments

Bitcoin IRA, a company that allows individuals to invest in cryptocurrency in an IRS-approved retirement account, announced on Thursday it is now offering Litecoin (LTC), Ethereum Classic (ETC), and Bitcoin Cash (BCH) for investment. While sharing details about the new cryptocurrency offers, Chris Kline, Chief… Read More

Brief: BrightPensioen Returns to Symbid & Quickly Surpasses €100,000 Funding Target

BrightPensioen, a company that provides retirement investment plans, recently launched its second equity crowdfunding campaign on Symbid and has already surpassed its initial €100,000 funding target. The company’s first campaign was reportedly the largest funding round on the crowdfunding platform at the time.  BrightPensioen’s services are… Read More

Lending Works Offers Pension Advice Post-Brexit Decision

Just a little over a week after the UK voted to depart from the European Union (EU), Lending Works offered pension advice to the country’s retirees (or soon to be) following the surprising decision. The peer-to-peer lending platform shared: “Less than a week in, and the… Read More

Lending Works Seeks to Put UK Pensioners First; Launches New Services for Older Lenders

Lending Works, a peer-to-peer lender for insurance against borrower default risk, is pleased to announce the launch of several new features aimed at the UK pensions market, as new pension rule changes come into effect in April 2015. More than 52% of Lending Works’ lenders… Read More

Ratesetter, UK’s Largest P2P Platform, To Launch With Two Self-Invested Pension Providers (SIPPs)

With April’s at-retirement reforms at hand, RateSetter, the UK’s largest P2P platform, is planning to launch into the retirement space with two self-invested pension providers (SIPPs), according to a recent story in the Financial Times. The news comes on the wave of January’s update that RateSetter was nearing a… Read More

Former SEC lawyer & Forbes Columnist Edward Siedle Launches Crowdfunding Platform For Retirement Plan

Earlier this month, former SEC lawyer and now Forbes columnist, Edward Siedle, launched a crowdfunding platform, Investigate My Retirement Plan, which is dedicated to helping participants to investigate retirement pensions. According to Pensions & Investments, Siedle noted that through the new platform participants in defined… Read More

HSBC Tackles Retirement Planning & Finds it Lacking. Again.

Global banking firm HSBC has published its 10th version of the Future of Retirement report. Started in 2005, the annual revisiting of why everyone needs to save more “or else” has become a predictable tome of financial nagging.  The fact that across the globe too… Read More

Webinar Today: Maximize Retirement Growth With P2P Lending

The Kingom Trust Co., NowStreet and Prosper Marketplace are teaming on a webinar scheduled for 1 PM Eastern this afternoon. The focus of the webinar: P2P lending as a method of investing from tax-free retirement accounts. With high volatility and low interest rates driving retail… Read More

Crowdfunding & Self-directed IRA panel discussions At Forthcoming Conference

The Retirement Industry Trust Association (RITA) will be holding a conference in Washington DC, March 20-21 for industry participants to learn about the lates regulatory and legislative issues affecting self directed IRAs.  Recognized as one of the most important issues facing their industry, the event… Read More

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