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Tag Archives: advisers
What’s going on in the UAE? Nico and Darren ask keen questions
I can’t say that I’ve been thinking much about what a worker in the UAE gets for the future I have to say I am not much more aware having having listened to Mohammed who is now 12 months into … Continue reading
Take away the burden from growing old on savings
I like this picture from my Canadian/South African correspondent Johan Kriek. It represents the problems elder people face with managing their finances and the problems my seniors tell me they are having. It is difficult to managing retirement money or … Continue reading
Take away the burden from growing old on savings
I like this picture from my Canadian/South African correspondent Johan Kriek. It represents the problems elder people face with managing their finances and the problems my seniors tell me they are having. It is difficult to managing retirement money or … Continue reading
We will get VFM when IGCs and Trustees are independent.
This blog argues that advisers have no business interfering in the IGC’s and Trustee’s analysis of VFM. Jonathan Parker: Value for money back under the spotlight I have since their formation in 2015, thought IGCs in the pocket of the … Continue reading
The perils of being wealthy with a pot
Thanks to of M&G’ Kirsty Anderson for this helpful explanation of why it’s so touch being wealthy It seems that scrapping the LifeTime Allowance has led to the emergence of three more “allowances”, which of course aren’t allowances but restrictions … Continue reading
SIX awkward questions trustees and sponsors should ask their advisers
In addressing Pension Playpen today, William McGrath, founder of C-Suite Pension Strategies suggested LDI problems should inspire scheme trustees and members to consider some awkward questions. Awkward Questions – What has been sold and at what losses in the last … Continue reading
The pension transfer mess: who pays and what’s paid?
There’s an irony to PAC’s assertions. It was extremely critical of the FCA in almost every aspect but never even questioned a key one: the FCA’s own assessment that transfers were very widely unsuitable at BSPS. This is now being … Continue reading
How do Customers benchmark what’s good about their DC pension?
For employer’s it’s all been about inter-operability I’m returning to a question that has bothered me since the inception of auto-enrolment over six years ago. To begin with, it was a question for employers and could largely be answered in … Continue reading
Posted in actuaries, advice gap, pensions
Tagged advisers, Aegon, AgeWage, Aviva, L&G, pension playpen, Royal London, Standard Life
3 Comments
Has Tata the courage of its conviction? (the workplace pension that dare not speak its name)
It I’ve been in correspondence with a steelworker who wrote me this Over the past few months when my work colleagues at TATA have been talking about transferring out I suggested the TATA Aviva Plan to them as it … Continue reading
Paul Lewis and cash – tactically astute – strategically moribund!
Jon Cudby is both brave or foolish to take on Paul Lewis over Paul’s remarks at FT Adviser events over the past few weeks. As the next speaker up at two of them, I heard what Paul said, what the questions … Continue reading