Category Archives: pensions

The return of the rogue advisor

Posted on May 19, 2019 by

This article first appeared in the Times and is by David Byers. Thanks to David for giving me , Al, Angie and Steve the chance to talk about this important topic Companies accused of bad practice are starting anew — … Continue reading →

Posted in pensions | 5 Comments

Engage with the score – then look for more!

Posted on May 19, 2019 by

Case Study – Metro Bank When assembling for the group photo at the Transparency Symposium on Wednesday , I bumped into Professor Michael Mainelli.  Micheal Mainelli is a pretty bright bloke and he picked up on a conversation I was having … Continue reading →

Posted in pensions | Leave a comment

A training course to drive my Lamborghini? I’ll take the bus!

Posted on May 18, 2019 by

  Back in the day, when financial advisors sold personal pensions, the commission they received was funded by a mortgage on our policies. Over the years, the 4 or 5% charge on our investments in the first two years of … Continue reading →

Posted in pensions | 2 Comments

AgeWage is closing its investment round (but you’ve still got a week to invest)

Posted on May 18, 2019 by

www.seedrs.com/agewage We’ll be closing our investment round with Seedrs on Friday 24th May. As I write, that gives readers a week to invest. You invest by clicking the link above, if you want to invest more than £5,000, drop henry@agewage.com … Continue reading →

Posted in advice gap, age wage, pensions | Tagged , , , , , | Leave a comment

Championing better funds – well done Chris Sier

Posted on May 17, 2019 by

And last but by no means least our 2019 industry champions are … #PIPA2019 @SierChris @margaretsnowdon pic.twitter.com/ImeRIye3Tr — Pensions Expert (@pensions_expert) May 15, 2019 It’s good to see Chris get this award and see him in his kilt Congratulations to … Continue reading →

Posted in advice gap, FCA, pensions | Tagged , , , , , | Leave a comment

Roll up – roll up – for the greatest DC show on earth

Posted on May 16, 2019 by

Apply For a Delegate Pass I’m helping organise and sponsoring this great event and I want as many of my readers to attend as possible. So you can join great people like these Discussing an agenda that is as fine … Continue reading →

Posted in pensions | Leave a comment

Financial crime – can we stand idly by?

Posted on May 16, 2019 by

  Below’s some correspondence with a senior person in the FCA. Message sent Wednesday April 23d Hi XXX Following on from your recent talk at the MM event, I’m bringing this to your attention https://henrytapper.com/2019/04/23/the-bitcoin-scam-thats-on-your-feeds-today/ This is an unregulated investment … Continue reading →

Posted in pensions | 3 Comments

Pensions are boring – investments are not

Posted on May 15, 2019 by

My son and I had a working lunch with Newton Investment Management yesterday and very instructive that lunch was. Olly said to me afterwards that the only way he (as a 21 year old first jobber) could get interested by … Continue reading →

Posted in pensions | 2 Comments

No meat in the pie! Investment pathways

Posted on May 14, 2019 by

Yesterday’s pension play pen lunch brought together a small but enthusiastic group of us to discuss whether the FCA’s planned in retirement investment pathways, would bridge the advice gap identified by FAMR and the Retirement Outcomes Review. If that sounds … Continue reading →

Posted in advice gap, pensions | Tagged , , , , | 1 Comment

Finding “gone-aways” ; pension providers £20bn lost-pot problem

Posted on May 13, 2019 by

The curse of pot proliferation The Observer ran a good piece on the £20bn the PPI  estimate is lost pension money. The ABI put this figure at £19.4bn but with these macro stats, both estimates are close enough to give … Continue reading →

Posted in pensions | Leave a comment