Tag Archives: due diligence
There’s no shortcut to pension due diligence -Ros.
It’s reported in the FT that efforts to regulate the burgeoning master trust market have stalled and we’ll have nothing on the statute books this time 2017. This is no surprise, there is no legislative window till Pensions Act 2016 … Continue reading
Posted in pensions
Tagged due diligence, MAF, master trust assurance framework, pension, pensions, TPR, workplace pension
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Creative Pension Trust? – don’t ask me!
Industry gossip or genuine cause for concern? A number of conversations I had at yesterday’s Capacity Crunch conference at the Friends of Auto-Enrolment focussed on the febrile finances of master trust arrangements. In particular, the arrangement between the trustees and … Continue reading
Posted in pensions
Tagged accountants, auto enrolment, Creative Pension Trust, due diligence, pension playpen, practice, Risk
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Beware “black-box” auto-enrolment “solutions”.
Katie Morley of the de Daily Telegraph has written an important article claiming that the occupational schemes set up to relieve the needy of their pension savings before retirement are now turning their sights on auto-enrolment. This may or may not … Continue reading
Posted in First Actuarial, pensions, Pensions Regulator, Popcorn Pensions
Tagged annuity, auto enrolment, black-box, Business, choice, due diligence, DWP, Employment, Financial services, Katie Morley, MAF, National Employment Savings Trust, NEST, payroll bureau, pensions, Research, Retirement, the Daily Telegraph, The Pensions Regulator, workplace pension schemes, workplace Pensions
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Why due diligence is soooooooo important!
Yesterday I wrote about pension charges and the difference between poor practice and malpractice . At some point the value for money swing-ometre tips into rip-off territory and it’s almost always when those managing its costs of a scheme, stop acting … Continue reading
Posted in accountants, auto-enrolment, pensions
Tagged advice, auto enrolment, Business, Business and Economy, corporate governance, corporate risk, dc pensions, due diligence, Employment, Financial services, first actuarial, occupational pension schemes, penions, pension, pension playpen, pension scheme, pension schemes
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The inter web of trust
My father did his national service in the navy. I remember him telling me why those in the navy saluted with a closed palm and those in the army with an open palm. According to my Dad, those in the … Continue reading
Posted in corporate governance, customer service
Tagged army, compliance, due diligence, navy, search, Transparency, trust, web
3 Comments