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Monthly Archives: August 2017
“Investment advisory fees up 14%” -why?
Can someone explain what is meant by an investment advisory fee in this context? The report appears in Financial Planning Today which describes itself as the daily news website for Financial Planners, Paraplanners and Wealth Managers. The article doesn’t mention … Continue reading
Posted in advice gap, pensions
Tagged Bonds, charges, equities, fee gap, Fees, Fitz and Partners, Funds, investment advisors, RDR, Transparency, Transparency Task Force
2 Comments
“April 2018 – a nudge too far?” Pension Play Pen Lunch – Monday 4th September
In little more than six months time , auto-enrolment will face its next big test. Minimum contributions to workplace pensions will increase from 1% employer and 1% employee to 2% employer and 3% employee. The contributions need only be paid … Continue reading
Posted in auto-enrolment, pensions
Tagged Counting House, Lunch, pension auto-enrolment, Pension Play Pen, pension playpen, SME, TPR
2 Comments
LCP and Royal London; helping us make better retirement decisions
LCP and Royal London have produced a joint report on HELPING DB MEMBERS MAKE BETTER RETIREMENT DECISIONS: THE ROLE OF SCHEMES, ADVISERS, REGULATORS AND GOVERNMENT You can read it here The Main findings are The LCP Breakfast Briefing I had … Continue reading
Posted in pensions
Tagged FCA, partial transfers, pensions, The Pension Regulator, The Pensions Regulator, transfers
1 Comment
The problems of old age didn’t “go away in May”.
Back in May, the Conservatives said they were going to do something about the problems Britain has with an ageing population and insufficient preparation for their extreme old age. Instead of introducing radical reform, as their manifesto promised, they backed … Continue reading
Posted in pensions
Tagged Centre for the Modern Family, Conservatives, cost of care, Jane Curtis, long term care, Social care, Theresa May
2 Comments
Much Ado about Nothing – want to go?
I’m going to see Much Ado about Nothing on Thursday (August 31st) at the Globe. If you’d like to come with me, you can have my spare. Henry.tapper@pensionplaypen.com – first come first served – yours for a pint of Frontier Ale … Continue reading
Posted in pensions
3 Comments
“Going halves on DB” – the argument for (and against) partial transfers.
(Rival) consultancy LCP and insurer Royal London have joined up to produce a paper calling for it to be mandatory for trustees to provide members with the option to take part of their DB pension as pension and part as … Continue reading
Posted in pensions
Tagged CETV, first actuarial, LCP, pension, pensions, Royal London, Steve Webb, Transfer values, transfers
2 Comments
Notting Hill Carnival was fun- shock!
In case you didn’t notice, Notting Hill Carnival happened this weekend and everyone had a good time! This was despite police scaremongering Or the ring of steel put round the carnival that made Europe’s largest street festival rather hard to … Continue reading
Posted in pensions
Tagged Fun, Jamaica, MAS, Notting Hill Carnival, reggae, samba, soca, Trinidad
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Why invest?
“To invest is to allocate money (or sometimes another resource, such as time) in the expectation of some benefit in the future” – that’s Wikipedia’s definition and I’ll run with it. An investment is fundamentally an expression of optimism. … Continue reading
Posted in pensions
2 Comments
Making friends on the Thames!
The river Thames has been my home these past few days. On Thursday i had a great afternoon with Telefonica’s franchise team and for the past three nights I’ve been on Lady Lucy making our way up the Thames … Continue reading
Posted in Lady Lucy, pensions
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Now – is not the time for interim leadership!
The news that Morten Nilsson is leaving NOW: pensions is disappointing. Morten is one of the most decent men I have worked with. His conviction and vision have made NOW a distinctive proposition for employers choosing a workplace pension for auto-enrolment. … Continue reading
Posted in pensions
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