Category Archives: pensions

The return of the rogue advisor

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

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Engage with the score – then look for more!

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

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

  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

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

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

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Championing better funds – well done Chris Sier

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

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

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

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Financial crime – can we stand idly 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

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Pensions are boring – investments are not

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

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No meat in the pie! Investment pathways

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

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

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

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