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Meta
Tag Archives: Financial adviser
IFEs not IFAs
If you’ve followed my posts over the past few days, you’ll l know I’ve referred to a debate between advisers, insurers, pension managers and trustees which started out discussing the ethics of incentivizing enhanced transfer values and has moved toi discussing how and when advice … Continue reading
Posted in annuity, corporate governance, dc pensions, de-risking, EU Solvency II, Liability Driven Investment, pensions, Retail Distribution Review, Retirement, Treasury
Tagged annuity, corporate governance, dc pensions, de-risking, Economics, Employment, EU Solvency II, Financial adviser, Frank Field, Human Resources, Independent Financial Adviser, Liability Driven Investment, National Employment Savings Trust, pension, pensions, Peter Flanagan, Politics, Proto-Indo-European language, Retail Distribution Review, Retirement, Treasury, trustee, Trustees
18 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
Advice where advice is needed
I’ve been reading Aegon’s latest report into Incentives for Saving and the consumer research that backs it up. It makes pretty dismal reading.
Posted in dc pensions, pensions, Retail Distribution Review, Treasury
Tagged Aegon, dc pensions, Financial adviser, Financial services, Life annuity, National Employment Savings Trust, pension, Pension new, Pension Poverty, Pensions, pensions, Politics, Retail Distribution Review, Retirement, Scottish Equitable, The PEnsion Regulator, Treasury
7 Comments
Member advice
People are scared of three things …dying, losing their income through ill-health and living too long. Continue reading
Posted in pensions
Tagged Business, Financial adviser, Financial services, Iceland, Independent Financial Adviser, London, Oxford Street, pension, pensions
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