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 , , , , , , | 2 Comments

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 , , , , , , | 4 Comments

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 , , , , , , , , , , , , , , , , , , , , | 2 Comments

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 , , , , , , , , , , , , , , , , | Leave a comment

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 , , , , , , , | 3 Comments