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Category Archives: ISA
As clear as a frosted window – the IA on charges (again)
The Investment Association (IA) have published another paper as their contribution to the ongoing debate on what the public and their fiduciaries should know about their funds. The paper fails on a number of levels 1. It ignores the fact that … Continue reading
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Posted in accountants, advice gap, Fiduciary Management, Financial Conduct Authority, investment, ISA, pension playpen, pensions
Tagged The Investment Management Association, charges, costs, DGF, IMA, Investment Management Association, Transaction costs, transactional costs, Transactions, Value for Money
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What payroll can do to keep away the loan sharks.
We all know the sharks that swim in financial waters preying on the weakest and driving them and their families into deeper debt with all the social and health problems that “deep debt” brings. And I’m sure that if it … Continue reading
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Posted in Debt, investment, ISA, Management, Martin Lewis, Payroll, pension playpen
Tagged Business, Ceridian, CIPP, dc pensions, debt, Employment, Financial services, Loan-shark, Martin Lewis, MSE, National Employment Savings Trust, Payroll, pension, Retirement, Saving, Savings, Steve Webb
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An encouraging tale of choice
I feel more enthusiastic about the investment section of the about to be launched www.pensionplaypen.com than any other. Continue reading
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Posted in dc pensions, investment, ISA, pensions
Tagged AllianceBernstein, Funds, Mutual fund, National Employment Savings Trust, pension, Playpen, Skandia, Standard Life
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Because it’s an ISA doesn’t make it a bargain.
Consumers are savvy, they understand supply chains and will chose the short ones as the route to sustainable value. Continue reading
