Tag Archives: assessment
SJP’s 3rd Value Assessment hits the mark
The investor’s choice for wealth management Speaking with Rob Gardner following the publication of SJP’s third Value Assessment Statement , we discussed where SJP found themselves on the fee spectrum. Here’s the conclusion we came to; When it comes to … Continue reading
Is you trustee/IGC getting you value for money? (guest blog from Ralph Frank)
The concept of ‘value’ has been exercising Trustee Boards (“TBs”) and Independent Governance Committees (“IGCs”) for some time. TBs are required to evaluate “the extent to which the charges and transaction costs represent good value for members”. Similarly, IGCs … Continue reading