Tag Archives: Consumer duty

Keith Richards and the Consumer Duty Alliance – Pension PlayPen – next Tuesday

Click here to join the meeting Nope, it’s not the ageing rocker . it’s the smiley former CEO of the PFS who will no doubt not want to take questions about how the Personal Finance Society is doing right now. … Continue reading

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Note to pension schemes; “Non-Compliance = Non-Existence”.

By emailing vfmpensions@gmail.com, you can tell Darren and Nico how long their podcasts should be, you can see that their latest opus (13) weighs in a full 12 minutes shorter that last week’s epic with Mike Berners-Lee (12). I think … Continue reading

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How do we know if our client’s drawdown strategy stacks up?

There’s a natural tendency for all asset managers to report performance as if they were talking to the trustees of a defined benefit pension scheme. Fact sheets, league tables and projections for pensions have been created out of what actuaries … Continue reading

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We rocked for Ukraine

As we wake up to the sad reality that the war in Ukraine is now more than a year old, some will find themselves nursing a sore head after an evening partying to Consumer Duty in the Stationers Hall. ⁦@IanBeestin⁩ … Continue reading

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From minor to major – writing for the public’s harder than blogging on this!

Occasionally I am asked to write for a wider public than the people who read my blog and when I do , I scare myself. Many of my blogs struggle to get 178 readers so to get 178 comments on … Continue reading

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What’s all this pensions VFM malarkey then ? Find out tomorrow at 10.30 am!

It’s only the pension’s consumer duty – innit! I’m still of the view that the DWP are onto a winner with this VFM Framework. But my list of questions just got a bit longer as I spent the weekend watching … Continue reading

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On the march to better value – 3 ways to get what’s going on with pensions!

“What is important to me is that when you’re saving into a retirement pension, your money is working for you” – Laura Trott, Minister for Pensions, announced a series of private pension reforms at @ThePLSA yesterday to boost fairness, adequacy … Continue reading

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Receiving value for your money – the DWP gets it 95% right.

Insight one “money” is not – “costs and charges ” but “contributions” There came a  moment , as I was reading the DWP’s Value for Money Consultation that you realised that something has changed. For me that moment wasn’t this … Continue reading

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The FCA’s thematic review of advice

This review is a piece of discovery work to explore how financial adviser firms are delivering retirement income advice and assess the quality of outcomes consumers are getting.  The FCA’s state intention goes beyond understanding how pots are being turned … Continue reading

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The Consumer Duty – what was said and by whom – at Pension PlayPen’s coffee morning this week.

Judge for yourself how the FCA presents their attitude to the consumer duty by watching the video above or read this account of this week’s  Pension PlayPen coffee morning  in FT Adviser. Michael Lawrence, who didn’t speak under Chatham House … Continue reading

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