Monthly Archives: May 2014

An open letter to IFAs – advice needed on pensions

Posted on May 2, 2014 by henry tapper

I was a self-employed adviser between 1984 and 1995 and know what it’s like to build an advisory business, I made some mistakes, the worst of which was taking too short a view on my relationships with clients. … Continue reading →

Posted in advice gap | Tagged corporate governance, corporate risk, dc pensions, de-risking, Defined benefit pension plan, DWP, Employment, financial advice, Financial services, Guidance, pensions, Retirement, Steve Webb | 1 Comment

Fundless fund platforms?

Posted on May 1, 2014 by henry tapper

Over the past fifteen years, new technology has brought us the fund platform, open architecture and unlimited choice. It has not brought us good fund governance and that’s what’s round the corner. But we are about to find that the … Continue reading →

Posted in advice gap, pensions | Tagged Business, Employment, Financial services, Funds, Insurance, Investing, Investment, Investment management, Life annuity, Pension new, pension playpen, pensions, Politics, Retirement, social media | Leave a comment

Monthly Archives: May 2014

An open letter to IFAs – advice needed on pensions

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Fundless fund platforms?

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