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Category Archives: advice gap
On March 6th a doctor wrote about his pension
On March 6th 2019 , Dr Nitin Arora wrote on my blog. You can read the entire article on the link. He detailed how his tax bill , combined with the deferred taxation on his pension , meant that he … Continue reading
So what do pension people want from politicians?
I’ve started so I’ll finish, I will post my views on the Conservative manifesto from a pensions perspective, when it gets published. But as I didn’t have to waste many words on the Liberal policy pleasantary afterthought, I’d look into … Continue reading
Posted in advice gap, age wage, pensions
Tagged CDC, Guy Opperman, Labour Party, Liberal Democrats, pensions, PP, professional pensions, Steve Webb
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On our front door – the trial of Manita Khuller.
Manita Khuller represented herself in court yesterday taking on on FNB International, which she claims is responsible for the loss of a £170,000 pension pot. She is up against lawyers Carey Olsen , originators of the Carey SIPP who are … Continue reading
Posted in advice gap, age wage, pensions
Tagged First Rand, FNB, GFSC, Guernsey, Old Mutual International, OMI, PPI, Professional Portfolio International, scams
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Are “Do it for me” pensions on the way?
When asked explicitly for their preference on what kind of support they would like their provider to have in place, the vast majority, 78%, wanted some sort of help from their provider to make their decisions; just 22% were confident … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, Do it for me, Do it yourself, I can do it, investment pathway, pension, pensions
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Con Keating on “Risk and the Management of Investment Portfolios”
One of the few things that we know about risk is that it means that, over some future period, more things may occur than actually will eventuate. The role of an active asset manager is to seek to determine which … Continue reading
Posted in advice gap, age wage, pensions
Tagged AgeWage, Benchmark, Con Keating, Internal rate of return, IRR, pensions, Risk
4 Comments
The price of everything , the value of nothing.
Knowing the price of investment management does not mean you know its value. Unfortunately the outcome of an investment can only be known retrospectively. Turning this on its head, past performance may not be a guide to a future , … Continue reading
Posted in advice gap, age wage, pensions
Tagged Money, pensions, Profile Pensions, value, Value for Money, VFM
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“Five years of freedom” – is evolution enough?
The Defined Contribution Investment Forum have commissioned an excellent body of research from Richard Parkin and Ignition House. The result is a packed report running to over 60 pages that provides a new insight on the problems individuals are facing … Continue reading
Posted in advice gap, age wage, CDC, pensions
Tagged CDC, DCIF, Evolution, Freedoms, Igntion House, Pension Freedoms, pensions, revolution, Richard Parkin
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MAPS frustrate
It’s been a frustrating year for the Money and Pensions Service – MAPS and for businesses that hoped to work with it. When John Govett was revealed as its new CEO this time last year, I wrote confidently of … Continue reading
Posted in advice gap, age wage, DWP, pensions
Tagged Caroline Siarkiewicz, MAPS, money and pension service
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How does a working mum talk about pensions?
Not too easily it seems. Yesterday, following an introduction from working Mum , Holly Mckay, I spent some time with people from Mumsnet and Gransnet. I learned a lot- not to call grans senior or silver and about the peculiarities … Continue reading
Ruston Smith takes staff retirement seriously
I was glad to see Ruston Smith sticking his neck out in the pages of REBA. as Chair of the Tesco Pension Fund, Ruston has always been prepared to go the extra mile and say the things his peers shy … Continue reading
Posted in advice gap, age wage, annuity, pensions
Tagged advice gap, BSPS, pensions, REBA, ruston smith, Tesco
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