Tag Archives: Eagle Star

Zurich and Widows, a sensible marriage?

  I had better be careful here, my partner Stella is Group Pensions Director at Lloyds Banking Group and I am a Zurich pensioner and ex- head of sales of the Zurich workplace proposition. I have -as they say – … Continue reading

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Meaningless choice

“choices should only be offered where they are meaningful, timely and can be taken in the full understanding of both up and downside”.
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Posted in annuity, corporate governance, customer service, de-risking, Fiduciary Management, Liability Driven Investment, NEST, Retail Distribution Review, Retirement | Tagged , , , , , , , , , , , , , , , , , , , | 6 Comments

I outsourced my pension fund to a Fiduciary Manager (but didn’t know it)

I discovered I’d outsourced my personal pension fund to a Fiduciary Manager. So had all my colleagues, so had 90% of the 14,000 personal pension holders who are my clients and so had the trustees and sponsors of all the Schemes I’d been involved in at Zurich and Eagle Star Continue reading

Posted in EU Solvency II, Fiduciary Management, Liability Driven Investment, redington, Retirement, Treasury | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 3 Comments