Monthly Archives: July 2017
What passing bells for those who work as cattle?
Weep for the deprived gig-journalist! Unlike the formal press , I have not had an opportunity to leak the Taylor report. I am like the workers that Matthew Taylor has been investigating, I have the freedom to do what I like … Continue reading
Posted in advice gap, pensions
Tagged Matthew Taylor, pensions, reform, self-employed
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DB pension heading for the PPF? – Read this!
Source: DB pension heading for the PPF? – Read this!
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The Care-taker
The Caretaker or janitor was a familiar figure in apartment blocks until recently. Their demise has coincided with the advent of outsourced facilities management. Listening to the National Association of Fire Door manufacturers calling this morning for a single accountable … Continue reading
Posted in pensions
Tagged CARE, Duty of Care, Fiduciary Management, fund management, governance, IGCs
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Taking “human resource” seriously. The Taylor report.
The only people who take “Human Resources” seriously work in Human Resources. Every fool knows that! Everyone else laughs under their sleeve at the idea “our greatest capital is in our people”. I say this with confidence having worked in … Continue reading
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When a draw feels like a win
I am sure I’m not alone in wondering why drawing the test series against the All Blacks is a bad thing for the Lions , for Britain , for Ireland or for rugby. The British and Irish Lions is one … Continue reading
Posted in pensions, rugby
Tagged All Black, All Blacks, Eden Par, Lions, NewZealand, RFU, rugby
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“Fair” will have to wait – how this Government fluffed pension tax-reform.
In April 2015 George Osborne announced a root and branch reform review of tax-relief We expected more in the Autumn Statement that year- nothing came We expected an announcement in the budget 2016, instead we got a deferral a few … Continue reading
Posted in pensions
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Start out as you mean to go on – come work with us!
We’re looking for someone who’s spent a year + in pensions and wants to work in a proper consultancy. Continue reading
We save for certainty – what LDI can learn from Funeral Plans
There’s controversy over the management and sale of Funeral Plans this morning. Fairer Finance report that many plans are simply no good and that this is often because they pay commissions of up to £1000 to those who sell … Continue reading
Posted in pensions
Tagged FCA, funeral plan, institutional, LDI, liability driven investments
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Financial Planning – a minority sport.
“Financial planning is a minority sport for the wealthy” – @henryhtapper @NESTInsight pic.twitter.com/HVS0EMlWHt — Talya Misiri (@Talya_PA) July 5, 2017 It was fun debating with Debate Mate and Tom McPhail – who is great mate! A sense of … Continue reading
“Feed and skim” – how NEST want to help the low-paid save more.
Thanks to NEST and their think-tank NEST Insight for a scorching day on top of the National Theatre which yielded some real thought leadership. Delighted as I was to lock horns with some very bright students (and Tom McPhail) in … Continue reading
Posted in NEST, pensions
Tagged auto enrolment, feed and skim, NEST, NEST insight, pensions
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