Tag Archives: Consultant

Start out as you mean to go on – come work with us!

Posted on July 7, 2017 by

We’re looking for someone who’s spent a year + in pensions and wants to work in a proper consultancy. Continue reading →

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A make or break week for UK investors

Posted on June 26, 2017 by

Are fund managers the new bankers? If you’ve read the excellent  (draft) FCA Asset Management Market Study, you’d be forgiven to think they were – (and that investment consultants were their knowing flunkies). The question now is how far the FCA … Continue reading →

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“Only rich people think small amounts don’t matter”

Posted on August 7, 2016 by

That’s a quote from Debora Price and I’m making it a strap for whatever campaign I can cobble together to make Government Incentives happen for those who qualify for them , but can’t get them because their trustees don’t collect … Continue reading →

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Advisers advise, fiduciaries govern.

Posted on April 7, 2015 by

I am going to New York next month to talk about risk sharing in the UK. I will be sharing my session with Simon Nelson of Eckler, a Canadian actuary and we’re comparing notes at the moment. I’d like to … Continue reading →

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

How to pay a consultant.

Posted on November 4, 2014 by

Why this is on my mind Today I’m speaking at a conference for pension consultants which is supposed to be exploring the opportunities for them and for their clients. Looking at their agenda, there is an obvious issue missing “how … Continue reading →

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The death bell tolls for commission –

Posted on July 3, 2013 by

Another step on the hard road to pensions decency Continue reading →

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Is our pension scheme good enough for auto-enrolment?

Posted on July 2, 2013 by

Today, assessing whether your existing pension qualifies for auto-enrolment is easy. Continue reading →

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Pensions for nothing and advice for free

Posted on May 29, 2013 by

Insurers will reconsider their options on schemes where commission is paid but no advice is delivered Continue reading →

Posted in auto-enrolment, investment, NEST, pensions | Tagged , , , , , , , | 8 Comments

Commission – an unwanted risk.

Posted on May 22, 2013 by

Remaining in denial only defers and increases risk. Continue reading →

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Replacing the financial salesman in the workplace.

Posted on May 17, 2013 by

Auto-enrolment killed this kind of adviser as video killed the radio star. Continue reading →

Posted in advice gap, annuity, auto-enrolment, Payroll, pensions | Tagged , , , , , , , | 13 Comments