Tag Archives: Financial Technology

Four ways for financial advisers to open for change

Posted on October 16, 2020 by henry tapper

The self-referencing loop Caught in a self-referencing loop, the debate about how financial advice can involve seems doomed to repeat itself indefinitely. Last night I listened to four experts (who weren’t practicing financial advisers) discuss for 90 minutes how financial … Continue reading →

Posted in pensions | Tagged , , , , | 3 Comments

Bringing down the cost of advice #FAMR

Posted on August 5, 2015 by henry tapper

The Financial Advice Market Review asks whether Britain can bridge the advice gap for those people who “want to work hard, do the right thing and get on in life but do not have significant wealth”, strip out the political … Continue reading →

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What is FinTech and why does it matter to David Cameron?

Posted on August 4, 2015 by henry tapper

Skinny Latte for Cameron On his trade trip to the Far East, “FinTech” was to David Cameron what “Prudence” had been to Gordon Brown. So what is FinTech and why does it matter so much to our Prime Minister that he was … Continue reading →

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Auto-Enrolment needs more Training and less Selling

Posted on August 1, 2015 by henry tapper

The standards adopted by those administering auto-enrolment have been high. Compliance to some complex problems that payroll, HR and pension providers have faced has been impressive. Sure there have been failures but countries (such as Ireland) reviewing the progress of … Continue reading →

Posted in First Actuarial, Management, Pension Freedoms, pensions, Pensions Regulator | Tagged , , , , , , , , , , , , , , , , , | Leave a comment