Tag Archives: Charge cap

We can have venturous investment within the pension charge cap

Posted on September 25, 2019 by

I’m a big fan of the British Business Bank (BBB) which helps start-ups like AgeWage organise the money to get them up and running and helps them grow. I’m also a fan of their idea of making workplace pension work … Continue reading →

Posted in advice gap, age wage, pensions, workplace pensions | Tagged , , , | 1 Comment

Why we will always need a charge cap on workplace pensions.

Posted on May 11, 2018 by

    Tony Filbin has commented feelingly to comments made by Jonathan Parker of Redington, suggesting the charge cap “hinders value for money“. People with short memories and/or lack of experience misunderstand the cost drivers of corporate pension providers. Prior … Continue reading →

Posted in auto-enrolment, pensions | Tagged , , , , , , | 1 Comment

How to run a pension at 1/30th the cost of the pension charge cap.

Posted on January 8, 2018 by

  How much does it cost to actively manage Alecta, Sweden’s largest workplace pension provider? The answer, according to Magnus Billing – is 0.024% of the funds assets each year. That’s less than 1/30th of the 0.75% cap imposed by … Continue reading →

Posted in advice gap, pensions, Value for Money, workplace pensions | Tagged , , , , , , | 2 Comments

Good (and bad) news on investment fee disclosure!

Posted on February 29, 2016 by

The FT reports that the Investment Association has stated “we can see a way to build an underlying system, a common template, that will provide data tailored in a way that is suitable to both retail and institutional investors” That’s … Continue reading →

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