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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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