Monthly Archives: June 2015

Facing up to mental health

This article’s by our friends at Lockton. It’s on an important subject that impacts us all! I’m really pleased they’ve asked me to put it on this blog. It doesn’t surprise me that Nigel Wilson is pioneering work on this. Like … Continue reading

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NEST – Lamborghini or Trabant?

Yesterday I wrote about NEST’s great steps towards an integrated approach to the management of auto-enrolment data. I didn’t hear anyone else asking the question “is NEST acting as a force for good or is it over-stepping the remit we , … Continue reading

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If NEST’s web services are “free” – who’s picking up the tab?

  Employers who choose NEST will be able to onboard directly from payroll assuming payroll holds the information NEST needs to set-up. As with most things NEST do , the announcement this week that they have created a suite of … Continue reading

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The loveliest golf course in the world (and fine Company!)

I am a very lucky man. I played 27 holes at Swinley Forest Golf Club on Thursday. On a blisteringly beautiful early June day it was quite simply the most beautiful golf course I have played (or am likely to … Continue reading

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Boom Bust Boom

I went to the Imax this week (great cinema) to see Boom Bust Boom. I was a guest of Cardano, the Dutch fiduciary manager and I had a good time. One thing I’ve learned about the meeja, is that if … Continue reading

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Brussels right on workplace pensions (shock)

  Those clever folk in Brussels have come up with the idea of extending MIFID to cover UK pensions, says this article. My old chum Matthew Connell of Zurich is concerned that this might stop the sale of workplace pensions to … Continue reading

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Robo-up or get left behind

Robo advisors seem to get all the press but they’re just one fish within the digital ocean that financial advisors should be swimming in. Every advisor should do a comprehensive review of their business and determine how they can improve … Continue reading

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Talking about risk- genuine conversation of lip service? (guest blog from Ralph Frank)

The phrase ‘risk-adjusted returns’ appears frequently in literature and conversation related to investment strategies and products.  Returns are (relatively) easily calculated and demonstrated, particularly looking back in time.  The risk part of the phrase is more difficult to identify in … Continue reading

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Don’t say I didn’t tell you…

This blog predicted last year and this , that within the first three months of the “pension freedom grant”, there would be a Daily Mail front page telling us that we may be (pension) free – but everywhere we are … Continue reading

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What’s the point of banks?

News that the HSBC is to slash it’s costs by $5bn. spells trouble for 6,000 British workers and their families. It will probably be seen as good news to the shareholders of the bank but what of the customers? There was … Continue reading

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