Tag Archives: Eagle Star

Zurich and Widows, a sensible marriage?

Posted on October 13, 2017 by henry tapper

  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

Posted on November 25, 2011 by henry tapper

“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)

Posted on October 22, 2009 by henry tapper

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