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Tag Archives: Fees
Measuring the cost of going green
I would like to say I’ve read B-finance’s Investment Fees Survey published this month, but I have only read the reviews published by the financial press which , from their similarities, suggest they are rehearsals of a press release. The … Continue reading
DCIF; we won’t pay higher fees without sight of better value
On Ricki Sushak’s “day of reckoning” , the DCIF unveiled a 75 page report from Richard Parkin on progress made by DC master trusts in adopting best investment practice. The agenda of the report is clearly focused on DC as … Continue reading
5 good reasons we have SJP
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 Commission, Fees, pensions, SJP, St James Place, wealth tax
8 Comments
How contingent fees underpin SJP’s shareholder value.
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
“Investment advisory fees up 14%” -why?
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 Bonds, charges, equities, fee gap, Fees, Fitz and Partners, Funds, investment advisors, RDR, Transparency, Transparency Task Force
2 Comments
Is the University Superranuation Scheme suffering fantasy deficits?
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 Deficit, Fees, John Ralfe, pensions, USS
14 Comments
The true cost of investing
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
“Monkeys redundant” -Con Keating gives the IA a proper kicking
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
Posted in pensions
Tagged Benchmark, charges, Con Keating, costs, Fees, first actuarial, Governnace, investments, monkey league, Monkeys, pensions, stock lending
1 Comment
Good (and bad) news on investment fee disclosure!
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
Posted in pensions
Tagged Charge cap, DWP, FCA, Fees, IGC, Investment, pension, TPR, tranaparency
1 Comment
