Tag Archives: Fidelity

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 , , , , , , , , , , , , , , , , , , , | 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 , , , , , | 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

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

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 , , , , , , , | 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 , , , , , | 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 , , , , , , , , | 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 , , , , , , , , , , , , | 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

Posted in IGC, pensions | Tagged , , , | Leave a comment

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

Posted in IGC, pensions | Tagged , , , , | Leave a comment

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 , , , , , , , , , , | Leave a comment