Tag Archives: Fees

5 good reasons we have SJP

Posted on September 10, 2019 by

As readers of the Times know,  James Coney has been exposing St James’s Place as a high pressure sales outfit that rewards its “advisers” with diamond cufflinks, overseas conventions and a lot of money for bringing client’s money under SJP … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , | 7 Comments

How contingent fees underpin SJP’s shareholder value.

Posted on August 1, 2019 by

The last two days have not been kind to St James Place, on Tuesday it was presented with the FCA’s CP19/25 and PS19/21 and yesterday it had to face the wrath of the market which marked its shares down 5% … Continue reading →

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“Investment advisory fees up 14%” -why?

Posted on August 31, 2017 by

  Can someone explain what is meant by an investment advisory fee in this context? The report appears in Financial Planning Today which describes itself as the daily news website for Financial Planners, Paraplanners and Wealth Managers. The article doesn’t mention … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , , , , , , | 2 Comments

Is the University Superranuation Scheme suffering fantasy deficits?

Posted on July 31, 2017 by

First the big picture Universities aren’t going away, nor are the people who teach in them, administrate them and provide the infrastructure that keeps them going. Many of our universities have survived wars, plagues, great fires as well as many … Continue reading →

Posted in accountants, actuaries, advice gap, pensions, Public sector pensions | Tagged , , , , | 14 Comments

The true cost of investing

Posted on September 3, 2016 by

Paul Lewis has had a summer holiday sitting in his tent reading spreadsheets. I spent the past 24 hours listening to people within the investment industry, either boasting that they were enabling as much as 3% pa of a client’s … Continue reading →

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“Monkeys redundant” -Con Keating gives the IA a proper kicking

Posted on August 12, 2016 by

  The following blog is printed with the kind permission of Con Keating and relates to recent blogs on this site “the charges of the light brigade” and “searching for the Loch Ness Monster“ The strapline to the press release … Continue reading →

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Good (and bad) news on investment fee disclosure!

Posted on February 29, 2016 by

The FT reports that the Investment Association has stated “we can see a way to build an underlying system, a common template, that will provide data tailored in a way that is suitable to both retail and institutional investors” That’s … Continue reading →

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Bringing down the cost of advice #FAMR

Posted on August 5, 2015 by

The Financial Advice Market Review asks whether Britain can bridge the advice gap for those people who “want to work hard, do the right thing and get on in life but do not have significant wealth”, strip out the political … Continue reading →

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Why Paul Lewis is doing IFAs a favour.

Posted on June 8, 2015 by

Paul Lewis has written an article that has annoyed many IFAs. You can read it here. If you haven’t read it, you might as well now, as most of this article will only make sense if you’re familiar with Paul’s … Continue reading →

Posted in Martin Lewis, Paul Lewis | Tagged , , , , , , , , | 6 Comments

Do fees matter more than asset allocation?

Posted on March 5, 2015 by

  I’m speaking at the Pension and Benefits UK Show on July 1st on whether fees matter more than value. I’m going to be arguing that, for consultants, fees matter more – because we can do something about them. But  … Continue reading →

Posted in pensions | Tagged , , , , , , , | 2 Comments