Tag Archives: Asset allocation
Why is the FCA demanding detailed asset allocation reporting from GPPs?
Occupying 5 pages of a 120 page consultation, chapter 5 of the FCA’s VFM report is odd. Though the FCA will require disclosures from contract based providers – on how defaults are invested, these disclosures will not form part of … Continue reading
Do fees matter more than asset allocation?
I’m speaking at the Pension and Benefits UK Show on July 1st on whether fees matter more than value. I’m going to be arguing that, for consultants, fees matter more – because we can do something about them. But … Continue reading
Posted in pensions
Tagged Active, Asset allocation, Blog, costs, Fees, fund managers, Passive, PBUK. Pensions and Benefits
2 Comments
PlayPen votes for target date funds in action-packed lunch
In one of the noisiest and most passionate lunches we’ve ever had the playpen voted 15-7-3 for TDFs vLifestyle with 3 spoilt votes from the “we don’t do default” gang. This was a lunch where we were pretty well split between … Continue reading
Posted in auto-enrolment, de-risking, Financial Education, pension playpen, pensions
Tagged Asset allocation, Aviva, Lifestyle, Mutual fund, pension, Target date fund, TDF, Watson
4 Comments