Tag Archives: Financial Capability

Let’s talk about sex (and pensioners)

  Marx was right, the two principal drivers in our behaviours are sex and money. A successful financial salesman used to present in working men’s club with a clipboard stuffed with ten pound notes, when he opened the clipboard out, … Continue reading

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Re-energising trusteeship (for a DC world)

    My recent blog pointing out that DB trustees tend to make bad DC trustees┬áhas gone down like a lead balloon with certain DB trustees. I don’t think is surprising. The next question is whether we can find a … Continue reading

Posted in annuity, Trades Union Congress, trustee | Tagged , , , | 2 Comments

Meaningless choice

“choices should only be offered where they are meaningful, timely and can be taken in the full understanding of both up and downside”.
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Posted in annuity, corporate governance, customer service, de-risking, Fiduciary Management, Liability Driven Investment, NEST, Retail Distribution Review, Retirement | Tagged , , , , , , , , , , , , , , , , , , , | 6 Comments