Tag Archives: Fidelity
What of providers who won’t support the pension accord?
The news of the investment accord between 17 of our largest DC investors is good news. The wonderful Corporate Adviser has latest figures on how these providers are competing against each other and the composite assets when considering occupational and … Continue reading
Fidelity’s yawn of an IGC report
Listening to Kim Nash introducing her IGC report on Fidelity International’s workplace pension , I got one key message I took a screen shot because this statement does not appear anywhere else – either in the summary or the IGC … Continue reading
Assessment of 2021 IGC reports – a boring read but an important one!
Despite the efforts of the FCA to make IGC reporting more relevant to ordinary savers, I found this crop of IGC reports were bland and unambitious in their reporting of VFM. No IGC suggested that value for money was not … Continue reading
Posted in pensions
Tagged Aegon, Aviva, Fidelity, GAA, IGC, l7g, Prudential, Royal London, Scottish Widows, Standard Life, Vanguard, Virgin
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Fidelity’s IGC – focussing on what matters to pension savers
Tone and style I’ve waited a long time to say it , but Fidelity’s 2021/2 IGC report is a corker. I thought it would be even before I read it when I saw what the IGCs priorities were for … Continue reading
Via Nova challenges Origo’s PE backed monopoly.
Origo – a monopoly in the making I have for five years been writing about the pernicious impact of a potential monopoly created by Origo in the transaction of pension transfers. I still worry. Origo was set up in 1989 … Continue reading
Posted in pensions
Tagged Fidelity, Hargreaves Lansdown, Lifesight, Origo, pension transfers, ViaNova, Willis Towers Watson, WTW
1 Comment
Its IGC tells Fidelity – “if you’ve got it – flaunt it”.
Fidelity’s IGC report for 2021 is rather less low-key than this video from IGC Chair Kim Nash would suggest. While there is a lot of talk of challenging, Fidelity’s IGC has been remarkably stable both in its compositions and its … Continue reading
Putting our money where their mouth is? We’re not there yet!
Last night I had the chance to listen to the Lord Mayor’s lecture – organised by Gresham College which is a few yards from where I live. If this had happened last year, I would not have been invited or … Continue reading
Posted in advice gap
Tagged Aviva, Fidelity, Gresham College, Hargreaves Lansdown, Interactive Investor, L&G, Lord Mayor, Lord Mayor's Show, Mark Carney, Pension Bee, Standard Life
4 Comments
Pension Plowman’s guide to 2020 IGC reports
This is a big year for IGCs. It is their fifth birthday, it’s the year when the FCA reviews their effectiveness and it’s the year of the pandemic, where providers and savers will be under maximum strain. Most of the … Continue reading
Posted in FCA, IGC, pensions
Tagged Aegon, Aviva, BlackRock, FCA, Fidelity, Hargreaves Lansdown, IGC, IGC report, L&G, Pensions, Phoenix, Prudential, Reassure, Royal London, Scottish Widows, SJP, Standard Life, Virgin Monday, workplace Pensions, Zurich
2 Comments
Is Fidelity’s IGC papering over the cracks?
Kim Nash and Anna Bradley are the only female IGC Chairs. Kim’s not only IGC chair at Fidelity, she’s chair of the master trust. She’s not only chair of the Fidelity master trust , but chair of the Scottish Widows … Continue reading
Posted in Financial Conduct Authority, IGC, pensions
Tagged FCA, Fidelity, IGC, Kim Nash, Pensions, workplace Pensions
2 Comments
Fidelity’s IGC-the bland leading the blind
The general reader is introduced to the 2019 IGC report with a statement from Fidelity An IGC is an Independent Governance Committee whose purpose is to represent the interests of policyholders (including active and deferred members) in the company’s relevant … Continue reading