here’s what you’ve been saying
Stuart Fowler on Keating on Ralfe, CDC and… Bob Compton on Keating on Ralfe, CDC and… Stephen Glover on Death by 10 million pots… Mark Meldon on “Legacy” is a dirt… henry tapper on “Legacy” is a dirt… Mark Meldon on “Legacy” is a dirt… Con Keating on Keating on Ralfe, CDC and… Simon Freeman on “Legacy” is a dirt… Stuart Fowler on Keating on Ralfe, CDC and… Bob Ward on Death by 10 million pots… Adrian Boulding on How GDPR helps us make sense o… DC on Will a “Transfer Value C… alan chaplin on Will a “Transfer Value C… Adrian Boulding on Will a “Transfer Value C… David V on So what’s unfair about a…
Tag Archives: Fidelity
Why funds should be free!
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
Posted in advice gap, hedge funds, pensions
Tagged #TEBI, Fidelity, free, free funds, Funds, Hedge Funds, Ondex trackers, Robin Powell
Leave a comment
How important is investment transparency to savers?
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
Posted in advice gap, pensions, WPC
Tagged chris sier, Fidelity, Hargreaves Lansdown, IGC, pensions, Transparency
Leave a comment
Investing can now be “free” – here’s how.
I was sitting in a room of a leading asset manager yesterday listening to the yada yada. I’d needlessly put myself under a non-disclosure agreement but it was clear that there was no real news, so I thought I’d mention … Continue reading
Posted in pensions
Tagged FCA, Fidelity, fund management, Investment, pensions, Technology, USA, Value for Money, Work
2 Comments
IGC Class of 2018 – the results are in – this is how your Chair Report stacks up.
So here are my ratings for the principal IGC reports that I can find. There may be more reports skulking out there and I’ll be adding them if they get reported to me! As you can see, they … Continue reading
Posted in IGC, pensions
Tagged Aegon, Aviva, Black Rock, Chair, Fidelity, IGC, L&G, Old Mutual, pensions, Prudential, Scottish Widows, Standard, Zurich
Leave a comment
Fidelity – show your IGC some love!
You can find the Fidelity 2018 IGC report here. Don’t try searching for it on any Fidelity website (unless you want to spend 20 minutes like I did this morning). At the end of the report, Kim Nash has a … Continue reading
Fidelity – a cold fish of an IGC report.
Reading the Fidelity IGC report, I struggled to find the missing ingredient that would make me want to read the next one. Reading it again, I think it may be “passion”. The report is stunningly correct, Fidelity is the only … Continue reading
Short but not that sweet – Fidelity’s IGC report
Fidelity has in Kim Nash, the only female Chair of an IGC, infact two out or three of the IGC’s independent members are woman (Rachel Brougham of BESTrustees being the other). If awards were given for brevity and … Continue reading
Posted in IGC, pensions
Tagged charges, costs, Fidelity, governance, IGC, investments, Kim Nash, pension, pensions, Retirement, workplace Pensions
Leave a comment
Don’t underestimate SME’s hunger for investment know-how!
I am frustrated by the capitulation of many in the pension industry to the challenge faced by inducting 1.2m new employers into our funded pension culture. The Pension Apartheid practiced by the investment elite At a recent event, Joanne Segers, CEO … Continue reading
Posted in Australia, Financial Conduct Authority, Financial Education, First Actuarial, Pension Freedoms, pension playpen, pensions, Pensions Regulator
Tagged Aviva, democracy, Fidelity, Investment, L&G, NEST, NOW, Pensions Trust, People's Pension, Scottish Widows, Smarter Pensions, Standard Life, Zurich
Leave a comment
How competitive is our private pension system?
We are three months away from the launch of the new pension freedoms and not much is happening. There ain’t nothing shaking but the leaves on the trees! NEST has issued a lengthy consultation on what it should … Continue reading
Posted in pensions
Tagged advice, art of pensions, bank accounts, Business, CDC, competition, corporate governance, corporate risk, dc pensions, Defined benefit pension plan, DWP, Employment, FCA, Fidelity, Freedoms, Government, Guidance, Insurance, Insurers, L&G, Laura Perks- Art, National Employment Savings Trust, NEST, pendragon, Pension Freedoms, Pension new, pensions, Retirement, simon freeman, Standard Life, Steve Webb, TPAS, Treasury, trees, Zurich
Leave a comment
The shape of things to come? US class action on DC fees
Thanks to my favourite Swedish lawyer, Per Andelius for this extraordinary story. Fidelity are being taken to court by members of their DC plan for charging $355 record keeping fees per member against an underlying cost of $10. Why this matters because … Continue reading
Posted in actuaries, advice gap, Bankers, governance
Tagged Business, Class-Action, dc, dc pensions, Employment, Fidelity, Financial services, Government, pension, Pension new, pensions, Retirement, United States
2 Comments
