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Meta
Tag Archives: finance
Keeping kids solvent
Vivi Friedgut is quite a woman. Still in her early thirties she has left the world of private banking where she could make easy money advising the super-rich. She has chosen to invest her private capital in educating students and those at … Continue reading
Posted in Bankers, customer service, Facebook, Henry Tapper blog, pensions, twitter
Tagged Business, Citywire, Education, finance, Financial literacy, Home, Private banking, Student, Thursday, Youth
3 Comments
Not saving replaces debt as Britons’ biggest financial regret
Not saving replaces debt as Britons’ biggest financial regret Continue reading
Posted in Bankers, Martin Lewis, NEST, pensions, Retirement
Tagged Britons, Credit card, debt, finance, General officer, Investment, pension, Saving
1 Comment
Don’t tell me what to do – give me advice!
In a recent polldaddy poll I asked whether people would pay for advice to get information, find out their options or to be told what to do. 60% of people wanted options , 30% wanted to be told what to do and 10% … Continue reading
Posted in corporate governance, customer service, dc pensions, de-risking, pensions, Retail Distribution Review, Retirement
Tagged Actuarial science, Business, finance, Financial adviser, Financial services, Financial Services Authority, Independent Financial Adviser, Institute and Faculty of Actuaries, National Employment Savings Trust, pension
5 Comments
Be aware – IFAs at work!
In order for employers to get value from their employee benefit plans they had better be absolutely sure that they are delivered by advisers that need carry no wealth warning!
Continue reading
Posted in corporate governance, dc pensions, de-risking, Retail Distribution Review, Retirement
Tagged Business, corporate governance, corporate risk, dc pensions, de-risking, Employment, finance, Financial adviser, Financial plan, Financial services, Financial Services Authority, Human Resources, Independent Financial Adviser, Insurance, Marketing, National Employment Savings Trust, pension, Pension new, Pensions, Public Sector Pensions, Rage against the Machine, Retail Distribution Review, Retirement, Society, Trail commission
7 Comments
Could we find a truly independent financial adviser?
The Playpen met for lunch as they do every first Monday of the month to discuss a question posed to us by Paul Bradshaw- serial entrepreneur and the inventor (according to Alan Smith) of the £50,000 pa PEP. In attendance Bill … Continue reading
Is DB Bankrupt?
Sept 2nd -St Stephens Club- Nick Spencer, GAM’s supremo makes startling assertion “DB is bankrupt” no investment strategy can return the typical DB plan to solvency. Sept 6th- Pension Playpen Lunch in Cornhill- 14 pension professionals sit down to discuss the issue over a pint … Continue reading
Putting clients first- First Actuarial
You can’t get people lower down the corporate food chain to “treat customers fairly” if the customers aren’t the first priority of the people at the top.
Delivering a pension
The ordinary member of a pension scheme will not be aware of Liability Driven Investment, however he or she is acutely aware that their pension may be at risk. Continue reading
I am weary of being weary of politics
Here error is all in the not done- all in the diffidence that faltered… Continue reading
Public sector pensions- who cares?
You don’t think public sector pension decisions matter? Take a look at your council tax bill -these things are bcoming second mortgages to many of us!