About Steven

A little bit about me

Welcome to Totalinvestor, my thoughts and posts. I hope you don’t mind my attempt at writing 🙂

I remember being told years ago KISS – “keep it simple stupid” – so true in many areas of life…I guess the trick in many ways is making complicated simple – not always easy as we all know!

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The only source of knowledge is experience – Albert Einstein

Over time we will also have some guest writers.

Here’s a bit about me, my experience, knowledge and the quirky bits. Yes, I’m a bit of a geeky hippy at heart.

I have founded and ran a large independent financial adviser company with a pension actuarial division and worked for over 25 years in the financial advice, actuarial, corporate pension, wealth management and financial software technology space.

My degree was in Economics from Bristol University and I have experienced a working lifetime in the financial services and pensions sector.

My dealings have been with both the wealth management consumer and corporate pension scheme administration, trustees and its members. More recently with ITM a leading provider of specialist data management, systems and administrator support services within UK financial services and in the area of Workplace Pensions and Auto enrolment. In addition, co-founding with Martin Conder, Henry Tapper and First Actuarial, the pension comparison site for employers www.pensionplaypen.com. Pension Playpen has helped over 2,500 businesses select their company pension scheme so far.

As a senior member of companies I have witnessed many changes over the years involving compliance, risk, legislation, government changes, The EU, technology innovation and advances. This has led us to the latest in-vogue trend of robo-advice and platforms (sometimes called portals) and the advent of lower cost advice and algorithmic driven solutions.

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We are all now connected by the internet, like neurons in a giant brain – Stephen Hawkin

I have been involved in the build of actuarial and stochastic based financial modelling tools for pension transfer analysis, pensions and divorce, critical yield calculations, cash-flow analysis, architecture for platforms and consumer engagement community/social media portals and pension comparison web platforms.

I’ve worked on various projects and on client basis with some of the UK’s largest organisations, including; Barclays, Virgin Money, Prudential, AVIVA, Skandia, Aegon, American Express, J P Morgan, AXA, Co-Op, Egg, Legal & General, Jupiter and so on and so on…..and many accountancy, legal, pensions admin and technology companies.

Slightly bonkers now (well, maybe I always was) I want to use the final bits of what’s left of my brain and experience to write helpful stuff. If needed, to also help you find suitable advice with an appropriate and regulated professional via the Enquire Form. Yes, I still like to earn a crust.

Bare with me if sometimes I go off on a tangent and talk on some lifestyle stuff or about my football team (Man Utd – yes I’m a southerner supporting Man U….) or some obscure subject that interests me. I think I’ve earned the right to waffle occasionally! You don’t have to read it ofcourse

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I can’t believe it. I can’t believe it. Football. Bloody hell! Sir Alex Ferguson

I hope you find Totalinvestor of some use and feel free to comment or write to me if you have a question and I will try and get back to you as quickly as possible, unless I’m watching Zlatan scoring a stunning overhead goal in the last minute against City.

Please note that anything I or the site writes/posts or refers to is purely my own thoughts or best endeavours to provide helpful information and NOTHING on Totalinvestor constitutes regulated advice – for that, always go to the professional, that’s what they get paid for.

Written with love, Steven Weiss