Tag Archives: Fidelity

Assessment of 2021 IGC reports – a boring read but an important one!

Posted on October 23, 2022 by henry tapper

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 →

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Fidelity’s IGC – focussing on what matters to pension savers

Posted on October 8, 2022 by henry tapper

  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 →

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Via Nova challenges Origo’s PE backed monopoly.

Posted on August 19, 2022 by henry tapper

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 →

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Its IGC tells Fidelity – “if you’ve got it – flaunt it”.

Posted on August 4, 2021 by henry tapper

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 →

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Putting our money where their mouth is? We’re not there yet!

Posted on February 2, 2021 by henry tapper

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 →

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Pension Plowman’s guide to 2020 IGC reports

Posted on April 12, 2020 by henry tapper

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 →

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Is Fidelity’s IGC papering over the cracks?

Posted on April 11, 2020 by henry tapper

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 →

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Fidelity’s IGC-the bland leading the blind

Posted on April 11, 2019 by henry tapper

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 →

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Why funds should be free!

Posted on August 10, 2018 by henry tapper

My friend Robin Powell has produced a series of disruptive info graphics around comments he’s garnered following Fidelity’s announcement of “free funds”. He’s also written a good blog on the subject. Of course “free funds” is a disruptive idea and … Continue reading →

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How important is investment transparency to savers?

Posted on August 8, 2018 by henry tapper

  This is the 5th of a series of eight blogs addressing the eight questions posed by the WPC. Today’s exam question is How important is investment transparency to savers? A short answer is ” a lot more important than most … Continue reading →

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